Best Investors Account Sign in

Best financial advisors in Ltl Switzrlnd, NC

Registered advisers within 25 miles of Ltl Switzrlnd, NC.

Offices
32
Firms
14
Combined AUM
$3.27T
Firm-wide filings, not assets booked only here
Clients
362K
361,545 clients when Item 5C has a number
Avg / client
$9.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THE FINANCIAL COACHING CENTER, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
EAGLE STRATEGIES LLC
GRADIENT ADVISORS, LLC
LPL FINANCIAL LLC
COLLIE FINANCIAL PLANNING, INC.

Investors

Thomas A Perkins
Harry Howard Crosby
KELSEY LONG
CHAD DAVID TONEY
Andrew Livingston
MICHAEL ANTHONY DAYE
JOSEPH DONALD DAVIS
Ryan Michael West
James Cameron Boles
James Hudon Engelman
BOYD RAY PHILLIPS
Catherine Morris Nink
Dustin Lee Poteat
James M Gentry Jr
Kenneth C Howell
DAVID M WILSON
MICHAEL REID COLLIE
Logan Michael Collie
CARLI NOLTE PETIT
Scott D. Roy
NICHOLAS SIMON ALDRIDGE
Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
CASSANDRA NODINE SMITH
Chad Adam Burel
Brooke Smith
Rondal Scott Mulwee

Within 25 miles of Ltl Switzrlnd, NC, Best Investors lists 14 registered investment advisory firms with 32 offices nearby, managing about $3.27T in combined regulatory AUM across 361,545 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 Ltl Switzrlnd

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM