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Best financial advisors in Midland, NC

Registered advisers within 25 miles of Midland, NC.

Offices
814
Firms
324
Combined AUM
$22.8T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,751,217 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
ON INVESTMENT MANAGEMENT CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
AUSDAL FINANCIAL PARTNERS, INC.
WELLS FARGO CLEARING SERVICES, LLC
BLUEPRINT FINANCIAL ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

BRADLEY T HAUSER
CHRISTIAN DELANE POTTS
MARK GREGORY METZGER
Ronald Wolfarth
Christopher Mattina
ANTONIO VINCE PORRETTA
William Petty
Edwin Craig Porter
Adam Kanter
AMANDA JOY Coffey
Shelden Flowers
SCOTT WAYNE SALISBURY
Carolina Bentancort Moreira
STEPHEN EDWARD REPAK
TIMOTHY SCOTT BELDNER
JACOB DANIEL STEVENSON
CHRISTIAN LITTLE
ANDREW BRYAN BASCOM
GRANVILLE CALVIN WASHINGTON
ANDREW JACKSON WOOD
CYNTHIA LAINE RENINGER
MITCHELL COMPORT
STEPHANIE K. BAILEY
HARVEY STEPHEN BAILEY
CHRISTOPHER B. KEMPER
Gary Chmielewski
Brandon Michael Monette
Christopher Seth Horton

Within 25 miles of Midland, NC, Best Investors lists 324 registered investment advisory firms with 814 offices nearby, managing about $22.8T in combined regulatory AUM across 3,751,217 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 Midland

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T 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