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Best financial advisors in Lowell, NC

Registered advisers within 25 miles of Lowell, NC.

Offices
963
Firms
360
Combined AUM
$23.3T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,754,385 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
WMS ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTHPOINT ADVISORS
COPPELL ADVISORY SOLUTIONS LLC
CETERA INVESTMENT ADVISERS LLC
RHINO WEALTH MANAGEMENT
LPL ENTERPRISE, LLC

Investors

Justin Purvis Coton
Katherine Stephens Coton
BRYAN THOMAS CASSELLS
CARRIE BRINKLEY JONES
CHANDLER ALAN HAHN
Lucas Charles Beatty
Taylor Rogers Flanagan
AARON THOMAS LEWIS
Jeffrey Steven Thomas
AMELIA JUSTICE HARMON
HAROLD ASHLEY LAWSON
Jay Bennett Smith
Timothy Taylor Paschall
CALVIN JAUN LOUGASSY
Ryan Welsh
LAUREN SKIDMORE IVESTER
Julio C Gaviria
CORY ADAM SHUFORD
KYLE DAVID SIKES
Josh Haggard
Nathaniel Ray Peoples
ROBERT JOHN FURLONG
WALTER FRANKLIN GREENWALD
STEVEN RAY STUDEBAKER
David McDonald
STEPHEN DOUGLAS NORTON
Alaina Marie Sanders
JOSEPH PATRICK ROOP
Brian Seidenwand
EVERETT COLE FRANKS
NICKLES Gregory SPRYN
TAYLOR DEAN LEE
Connor Richard Emmert
Sarah Elizabeth Nestingen
SHAUN FRANCIS MOYNIHAN
ERIC SCOTT WILLIFORD
Nathaniel Humes
Michael Joseph Abbott
Alessandro Price
STEPHEN TODD VAN DER MEID
ANDREA JO BUSCHUR

Within 25 miles of Lowell, NC, Best Investors lists 360 registered investment advisory firms with 963 offices nearby, managing about $23.3T in combined regulatory AUM across 3,754,385 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 Lowell

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 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM