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Best financial advisors in Maiden, NC

Registered advisers within 25 miles of Maiden, NC.

Offices
335
Firms
106
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,799,948 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED BROKERAGE SERVICES, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
GREAT VALLEY ADVISOR GROUP, LLC
LEONARD WEALTH MANAGEMENT, LLC

Investors

Amy B Matthews
Michael Wayne Bowen
ANNE ABERNETHY
HENRY PHILLIP ABERNETHY WEPNER
TIM WEPNER
Sarah White
Florance A Johnson
MICHAEL DAVID GERKEN
RYAN KEITH SPLEET
Natalie Rose Raatz
Kathy S Kuczenski
LISA STREET BAVERSO
CHRISTOPHER ALLEN RHYNE
TIFFANY JO HART
DAVID CALDWELL BROWN
Katie Booth Goforth
Ashlie Kelley Link
DEANA MARIE SPAINHOUR
Tiffany Nicole Dugger Little
John Varney Gregory
PAUL E PARKER
Samuel Dyk Hershberger
ROBIN BIDDY RADOVICH
William Thomas Payne
MELISSA ANN SPIVEY
FRANCES KAY PUMPHREY
JACLYN MCGREW
AUSTIN HOUSER
CARMEN MARIA BOLIUS ANDREWS
JOSEPH CAIN LEONARD

Within 25 miles of Maiden, NC, Best Investors lists 106 registered investment advisory firms with 335 offices nearby, managing about $14.3T in combined regulatory AUM across 2,799,948 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 Maiden

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