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Best financial advisors in Linwood, NC

Registered advisers within 25 miles of Linwood, NC.

Offices
212
Firms
90
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,167 clients when Item 5C has a number
Avg / client
$4.43M
Combined AUM ÷ clients

Nearby offices

Firms

FALCON FINANCIAL
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
C F PARKS INC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
PRIME CAPITAL FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC

Investors

SETH DUSTIN WALLER
STEPHEN MICHAEL GEGOREK
RUSS MOORE ADAMS
WENDY PIPER WEANT
ROBERT EUGENE AIKEN
John Paul McGrail
Andrew H Poston
Raif J Todd
JOHN MAX HENDERLITE
CHARLES LEWIS SOWERS
DAVID LEE BOLICK
Sarah Nicole Kozlowski
CHARLES FRANKLIN PARKS
STEPHEN LEE KIDD
Stephanie Lee Kidd
Diana Decuir
Mary Nicole Michael
Bradley Wade Whitley
CLIFFORD DARRELL SOREL
CHARLES RICK KETNER
MARK WILLIAM BYRD
JAMES EDWARD MENIS
LINCOLN G MILLER
JOHN JOSEPH EUCHNER
DAVIS LEE WHITLEY
BRANDON MICHAEL ROGERS
NORMAN TRENT BRADSHAW
CARLYLE PRESCOTT SHERRILL
KIMBERLY EAGLE OVERCASH
KINYON MURPHY VINSON
STEPHEN CARL WEST
DONALD G COGGINS
WILLIAM LEON RIVES

Within 25 miles of Linwood, NC, Best Investors lists 90 registered investment advisory firms with 212 offices nearby, managing about $12.9T in combined regulatory AUM across 2,923,167 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 Linwood

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