Best financial advisors in Locust, NC

Registered advisers within 25 miles of Locust, NC.

Offices

211

Firms

80

Combined AUM

$8.36T

Firm-wide filings, not assets booked only here

Clients

1.39M

1,386,963 clients when Item 5C has a number

Avg / client

$6.03M

Combined AUM ÷ clients

Nearby offices

CREDIT UNION INVESTMENT SERVICES

301 NC 740 Bypass
Albemarle, NC 28001

13.5 miles away

PARK AVENUE SECURITIES LLC

181 CHURCH STREET NORTH
CONCORD, NC 28025

13.6 miles away

EDWARD JONES

112 CHARTER ST SUITE B
ALBEMARLE, NC 28001

13.8 miles away

ALPHASTAR CAPITAL MANAGEMENT

363 Church Street
North Concord, NC 28025

ALPHASTAR CAPITAL MANAGEMENT

363 Church Street N Suite 280
CONCORD, NC 28025

EDWARD JONES

363 CHURCH ST N SUITE 130
CONCORD, NC 28025-4589

INDEPENDENT ADVISOR ALLIANCE, LLC

3916 BALMORAL AVE.
HARRISBURG, NC 28075

14.1 miles away

EDWARD JONES

325 McGill Ave NW Suite 100
Concord, NC 28027

14.5 miles away

EDWARD JONES

4351 MAIN ST STE 103
HARRISBURG, NC 28075-7428

14.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

6610 Roberta Road
Harrisburg, NC 28075

14.6 miles away

FIFTH THIRD SECURITIES, INC.

981 CONCORD PKWY SOUTH
CONCORD, NC 28027

14.6 miles away

ON INVESTMENT MANAGEMENT CO

4454 Mill Landing Drive
Harrisbueg, NC 28075

14.6 miles away

J.P. MORGAN SECURITIES LLC

12911 Albermarle Rd
Mint Hill, NC 28227

14.6 miles away

FIFTH THIRD SECURITIES, INC.

4725 HIGHWAY 49 S
HARRISBURG, NC 28075

14.8 miles away

UWHARRIE INVESTMENT ADVISORS, INC.

700 N. CHURCH STREET
CONCORD, NC 28026

14.9 miles away

MILL CAPITAL MANAGEMENT, LLC

845 CHURCH STREET NORTH
CONCORD, NC 28025

15.1 miles away

CADENCE WEALTH PARTNERS, LLC

845 CHURCH ST N SUITE 205
CONCORD, NC 28025

15.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

868 CHURCH ST N
CONCORD, NC 28025

15.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

871 Church Street N Fl 2
Concord, NC 28025

15.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

5075 NC HIGHWAY 49 S
HARRISBURG, NC 28075

15.1 miles away

Firms

CREDIT UNION INVESTMENT SERVICES

PARK AVENUE SECURITIES LLC

ALPHASTAR CAPITAL MANAGEMENT

INDEPENDENT ADVISOR ALLIANCE, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

ON INVESTMENT MANAGEMENT CO

J.P. MORGAN SECURITIES LLC

UWHARRIE INVESTMENT ADVISORS, INC.

MILL CAPITAL MANAGEMENT, LLC

CADENCE WEALTH PARTNERS, LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

STEPHEN MICHAEL EUDY

WILLIAM A HARRIS

Tracey Lynn Hayes

Trenton Kenneth Whalen

JON CHRISTIAN YANCEY

ANTONIO VINCE PORRETTA

Michael John Hanzlik

Shelden Flowers

AMANDA JOY Coffey

KEVIN PATRICK O'HARE

Christopher Mattina

Carolina Bentancort Moreira

BRADLEY T HAUSER

ROBERT BUGG BRANNAN

DAVID CRAWFORD BEACH

JONATHAN WILLIAM RHONEY

Paul Norman Clark

BRIAN JAMES SEAY

Nicholas Alan O'Kelly

SEAN MICHAEL WILLIAMS

STEPHEN RALPH SMITH

CHERYL GARCIA SALERNO

Jennifer Gunther Astles

PRZEMYSLAW WASZCZENIUK

Mark Edward Whitley

ANDREW BRYAN BASCOM

GRANVILLE CALVIN WASHINGTON

Within 25 miles of Locust, NC, Best Investors lists 80 registered investment advisory firms with 211 offices nearby, managing about $8.36T in combined regulatory AUM across 1,386,963 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 Locust

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM