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Best financial advisors in Mcleansville, NC

Registered advisers within 25 miles of Mcleansville, NC.

Offices
332
Firms
112
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.36M
2,359,347 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

VN CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
M HOLDINGS SECURITIES, INC.
EDWARD JONES
XYPN INVEST
FUND DIRECT ADVISORS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HOLDERNESS INVESTMENTS CO
VALIC FINANCIAL ADVISORS, INC.
CREDIT UNION INVESTMENT SERVICES
PARK WEALTH MANAGEMENT, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
SMITH SALLEY WEALTH MANAGEMENT
HIGHTOWER ADVISORS, LLC

Investors

SAMUEL WRIGHT STARLING
JAMES GRAY KENERLY
CHRISTOPHER ALEXANDER RELOS
ROBERT BRUCE PLYBON
Kevin Michael Barth
KEVIN KENNEDY
STEVEN MOFFITT
Cory Steven Barber
Ashby Travis Brooks
KENNETH RICHARD GARBER
DREW Anthony SAIA
WILLIAM ELBERT STANLEY
CHARLES CHRISTOPHER STANLEY
JOHN EISER DUBEL
KARL GOODMAN ANDERSON
KENNETH JOSEPH SHAHBAZ
KIM CUMMINGS EDER
SHEILA MAY FALLS
RICHARD THURSTON HOLDERNESS
DAVID MILTON TUXHORN
DAVID WAYNE DUPONT
MYLES WILLIAM MCGEE
WILLIAM PARK DAVIDSON
Jessica Ann Lambert
TODD ANTHONY DEPINTO
SAMMY REX TUGGLE
BRIAN DAVID PETERS
JOHN-GREGORY ELLISON SMITH
MARTHA JAN WALKER
LAURA JEAN TETER
Jessica Marie Norris Chatmon
Edmund John O'Keeffe
Patrick Anthony DePinto
STEPHANIE LeeAnn DEMETRELIS
MATTHEW J MCCOY
Amanda Bateman
Arthur John Chenail
Chasity Nicole Griffin
JUSTIN WINSHIP SMITH
JONATHAN WILDS SMITH
JAMES BLAKE GUYLER
Allen James Ropp
Robert Forest Boulton
HUGO BRIAN MAY
NADI RASEM TADROS
EDMUND SCOTT BATCHELOR
Erin Michaele Fowlkes
JACOB OWEN COLLINSWORTH
WILLIAM ANDREW DONOVAN
Andrew R. Clark
BRADLEY NELSON BURK
Benjamin Gordon Bailey
PASQUALE ERRICHIELLO
GEORGE LEONARD WYATT
Anna Susan Haldeman
SHANNON DALE BURGETT
Eric Gregory Barnett
Paula McMillan
COURTNEY ALLEN KIDWELL
John Madison Thomas
Lindsay Rebekkah Brock
Teresa Emerson Talton
Dax Dixson
Tara Helene Maxwell

Within 25 miles of Mcleansville, NC, Best Investors lists 112 registered investment advisory firms with 332 offices nearby, managing about $12.9T in combined regulatory AUM across 2,359,347 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 Mcleansville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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