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Best financial advisors in Marshall, NC

Registered advisers within 25 miles of Marshall, NC.

Offices
103
Firms
51
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,078,284 clients when Item 5C has a number
Avg / client
$9.32M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIME CAPITAL FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JOEL ADAMS AND ASSOCIATES INC.
SOUTHLAND EQUITY PARTNERS, LLC.
UBS FINANCIAL SERVICES INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

REBECCA MCDANIEL SANDOVAL
Jordan Williams
Alex Michael Dinley
Matthew James Sykes
BENJAMIN THOMAS SMITLEY
CHRISTOPHER MICHAEL WILSON
TYLER CHRISTOPHER NOWACK
NICOLE ANN GRELLMAN
MATTHEW MARK OCONNOR
David Adam Hartman
William Best Boughton
Emily J Rider
JAMES ANTHONY WOMACK
Dwayne Martin Dills
TANYA DAWN FRISBEE
Dillon Riddle Vess
CHRIS GREGORY AMYS
Brianna Nicole Parrott Parkins
PETER WILLIAM KRULL
NEILL CURRIE YELVERTON
Charles N Miller
Jeffrey Loy Weller
Elizabeth Hazel Anderson
James Michael Neal
JESSIE MARIE GOODWIN
BRAY CREECH
Chad Thomas Storck
ROBERT BURKS WOOD
EVAN TRUXTON
ASHLEY HORNOWSKI SCHAPER
KARYN SUE LAUGHRUN
CARTER SNOW BAGLEY
BRANDON SCOTT POWELL
SARAH K SCHUBA
JEROME GIBSON HORNOWSKI
CARL EDGERTON POWELL
CLINT HAYDON MARTIN
KEVIN RUSSELL PASARILLA
Bailey Clark
Jacob J Bishop
DONALD EUGENE REED
Nathan Patrick Moran

Within 25 miles of Marshall, NC, Best Investors lists 51 registered investment advisory firms with 103 offices nearby, managing about $10.1T in combined regulatory AUM across 1,078,284 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 Marshall

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM