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Best financial advisors in Marion, NC

Registered advisers within 25 miles of Marion, NC.

Offices
37
Firms
16
Combined AUM
$4.26T
Firm-wide filings, not assets booked only here
Clients
808K
808,024 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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
Thomas A Perkins
Harry Howard Crosby
MICHAEL REID COLLIE
Logan Michael Collie
CARLI NOLTE PETIT
Scott D. Roy
Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
NICHOLAS SIMON ALDRIDGE
CASSANDRA NODINE SMITH
Chad Adam Burel
Brooke Smith
Myron Stephens
JOHN FRANKLIN BLACK
WILLIAM B CANNON
JORDAN NASH GREENE
Rondal Scott Mulwee

Within 25 miles of Marion, NC, Best Investors lists 16 registered investment advisory firms with 37 offices nearby, managing about $4.26T in combined regulatory AUM across 808,024 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 Marion

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM