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Best financial advisors in Marshville, NC

Registered advisers within 25 miles of Marshville, NC.

Offices
112
Firms
54
Combined AUM
$8.40T
Firm-wide filings, not assets booked only here
Clients
923K
922,615 clients when Item 5C has a number
Avg / client
$9.11M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITY SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREDIT UNION INVESTMENT SERVICES
FIFTH THIRD SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
INTERCAROLINA FINANCIAL SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

ROBIN MILLER GRIFFIN
BENJAMIN THOMAS
Dylan Casey Hales
Jessica Nicole Sims Rubenstein
Richard Lawrence Croffut
DALE LEE LEHENBAUER
WILLIAM ARMANDO SWINK
JARED REGIS GIBSON
Bret Michael Alexander
Harrison Gray Holmes
DAVID ALAN STIFF
AMY MCADAM PARKER
DENIS WALTER MOULTON
ERIN S KOCH
Zachary Farmer
THOMAS JAMES DONAHUE
TIMOTHY BRYANT HAMILTON
RICHARD ALLEN YERCHECK
JAMES WILLIAM ROBINSON
Matthew Neil Dubyoski
MICHAEL EMMETT LENAHAN
David Earl Smith
Stanley Worrell
ANTHONY BLAKE HINSON
DANEEN EVANA GIMSON
Keyton Presley Elmore
Allen K Maupin
PIERRE FLORES VARGAS
KIRK MARTIN SIEBENALER