Best Investors Account Sign in

Best financial advisors in Lexington, NC

Registered advisers within 25 miles of Lexington, NC.

Offices
247
Firms
91
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,953,482 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CREDIT UNION INVESTMENT SERVICES
CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

CHARLES WAYNE TAYLOR
Timothy Ray Pollard
Stephen Jay Jackson
Kendra Hardy Steele
Harrison Grant Everhart
Jennifer Lynn Schoonmaker-Dasch
Beth L Hawkins
Logan D Chandler
Joshua Mark Hamm
JERRY BRADFORD GRIMES
CODY MICHAEL BECK
Suzette McIntyre
TIFFANY MICHELLE CAUDLE
WILLIAM FRANKLIN BRITT
WILLIAM LEON RIVES
Dustin Mychael VanWeerdhuizen
Ethan Tyler Francel Goude
EMMA LUCKADOO CORNELIUSSEN
Edison White
JOHN C HALLEY
Christopher Alan Johns
SCOTT BRYAN GARNER
Kevin Harold White
MICKEY MURDOCK MORTON
Amanda S Fleming
Kenyon Matthew Rush
PHILIP CRAIG GRANDE
Andrew Jesse Morton
David Snapp
Thomas S Lembeck
MARK WILLIAM BYRD

Within 25 miles of Lexington, NC, Best Investors lists 91 registered investment advisory firms with 247 offices nearby, managing about $13.3T in combined regulatory AUM across 2,953,482 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Lexington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM