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Best financial advisors in Matthews, NC

Registered advisers within 25 miles of Matthews, NC.

Offices
894
Firms
356
Combined AUM
$23.7T
Firm-wide filings, not assets booked only here
Clients
3.77M
3,773,569 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDERS FINANCIAL SECURITIES LLC
NEXUS CAPITAL INC
FAMILY WEALTH PARTNERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC

Investors

CHARLES KEITH DIXON
JIN MEI
JOHNNY KENARD RUTLEDGE
GEORGE HENRY IRBY
NICHOLAS CHASE MILES
SINAE KIM
WEN SHAO
STEPHEN EDSON BUSH
Christopher Zino
Keyton Presley Elmore
KRISTINA LYNN PYLE
PIERRE FLORES VARGAS
KIRK MARTIN SIEBENALER
BRADLEY PHILLIP KELLEN
DAVID REID
Ashton L Dufresne
Collin J Brantmeyer
Joseph A Marano
ANUP A DESAI
Nadir Kabir Noorani
AFZAL SADRUDDIN MITHWANI
GEOFFREY ELFSTROM KEMBLE
Sarah Boucher Kemble
SCOTT G BROOKS
George William Griggs
Brian Matthew Baum
ROBERT SAMUEL DYE
Blake Lee Hedrick
THOMAS EDWARD DUNDORF
NATHAN AARON FULKS
RYAN R KNIGHT
SARAH NEWBERRY REAMES
Allen K Maupin
ROBERT EDWARD GILMAN
Benjamin Marion Woodall
Joseph L Smithers
Jonathan Charles Chow
Michael Thomas Carew
Matini Oluwarotimi Baruwa-Etti
ROBERT KEITH TILSON
MARIA LUISA MARKS
Ryan Stanislawski

Within 25 miles of Matthews, NC, Best Investors lists 356 registered investment advisory firms with 894 offices nearby, managing about $23.7T in combined regulatory AUM across 3,773,569 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 Matthews

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM