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Best financial advisors in Lincolnton, NC

Registered advisers within 25 miles of Lincolnton, NC.

Offices
323
Firms
103
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,932,647 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES

Investors

Kathy S Kuczenski
LISA STREET BAVERSO
Katie Booth Goforth
James Nelson Sherrill
James Nelson Sherrill
Tiffany Nicole Dugger Little
Norman Stephen Perkins
William Thomas Payne
NICHOLAS DAVID ST GEORGE
CARL RANDY RODGERS
Joshua Roberson
JAMES PIERCE LALOR
RICHARD HOWARD LYON
DAVID ROBERT BALOK
Terry Dewayne Eskind
SIGMOND WALLACE HOLCOMB
JODY BRADY DELVECHIO
Denise D Clay
RICHARD S REBER
Bradley Keith Oxford
HOLLY CHAPMAN CAMP

Within 25 miles of Lincolnton, NC, Best Investors lists 103 registered investment advisory firms with 323 offices nearby, managing about $14.3T in combined regulatory AUM across 2,932,647 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 Lincolnton

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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