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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

REICHARD CAPITAL, LLC
SCS CAPITAL MANAGEMENT LLC
VINTAGE WEALTH MANAGEMENT GROUP
STEPSTONE PRIVATE WEALTH
FIRST CITIZENS ASSET MANAGEMENT, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
BLUEPRINT FINANCIAL ADVISORS
MIAI, INC.
VALMARK ADVISERS, INC.
CHOREO, LLC
CHOREO PARTNER ALLIANCE, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CARDINAL COMPANIES, LLC
WEDGE CAPITAL MANAGEMENT LLP
WELLS FARGO INVESTMENT INSTITUTE, INC.

Investors

JAMES NORMAN REICHARD
Joshua T Reichard
Rachel Jane Marthinsen
KENDRICK WARE MATTOX
DENSEL FLEMING
JEFFREY NEIL CHAPMAN
CIJI NICHOLE FISHER
HAROLD ALLEN LOCKWOOD
KIMBERLY ANN RUSSEL-BOWMAN
ROBERTA K DAWSON
Adam Dinkins
Kelly Marie West
Emily Morgan Jones
Danny Duy Pham
Ashley Renee Fowler
Dimitri Olegovich Tcherkassov
Alice Forbes Boyle Jenkins
Marc Kevin Horgan
Robert Christopher Maloney
STEPHEN WAYNE PARK
THOMAS DARRLE CLINE
TRACI JEAN DIBLASIO
JENNIFER MARIE STOODY
DAVID BOYD LENTZ
GEORGE COLTRANE BENOIT
NORMAN EDWARD KIRKWOOD
BRIAN MERRITT SHERWOOD
SCOTT HARRINGTON ANGEL
KRISTIN NICOLE KOPTYRA
Marie-Jose Bettis
JAMES RUTLEDGE CARSON
ERNEST L KIEFER
ANN THAI DUONG HUYNH
KENNETH ALAN HOLLANDER
CHRISTOPHER WILLIAM JONES
JUSTIN DANIEL POPHAM
ROBERT RANKIN NIMOCKS
Amanda Gail Berry
JOHN THOMAS TIERNEY
Angela Till Klosterman
Marcus Terrell Richbourg
Alex Yarem
David Wright Durham
William Oliver Gibson
William Charles Robbins
MICHAEL J WASSELL
MARCUS EUGENE ATKINSON
WILLIAM FLETCHER HESTER
ETHAN SETH VAN ECK
Dakota Logan Murray
William Terry Lanford
JOSEPH FRITZ GRANT
WONEITA Carneisa Burdno
Matthew Thomas Giuttari
Connell Robert Maclean
THOMAS SANDERLIN OWENS
KARL-HEINZ M LEROY
JULIA NICOLE ROBERTS
Robert Ison Lane
Robyn Haley Pegram
KATHERINE Tracy Pepper
AMY Tingle CHAPIN
Justin Jeffrey Sheik
AARON NATHANIEL EMORY
Jackson DeWitt King
CARL ALBERT MODECKI
James Clyde Phillips
Walter Bennett Jethro
MADISON FRYE
Monica Elena Wilson
Andrea Stewart
Sara Elizabeth Downing
BRIAN PATRICK CORBETT
NATHAN STOUFFER
William Covington Crouch
MATTHEW INGRASSIA
BRIAN JOHN VERSEY
David L Rogers
MICHAEL L ALLISON
Graham Andrew Jones
JEFFREY MARLIN PHILLIPS
WILLIAM BRADLEY SMITH
BRYAN CARSON WOODELL
Andrea Louise Swope
DWAIN MICHAEL GULLION
Eric J Warren
Sarah Lee Davis
Jacob B Nagel
MICHAEL BRIAN KOMARA
LORI HOOPER HADDOCK
NOEL ZERNA CAJIGAS
LARRY WAYNE DEYOUNG
ROBERT MALLORY FREEMAN
Luis Miguel Dieguez
STEVEN JOHN MROZEK
CHRISTOPHER B. KEMPER
PATRICK JAY GALVIN
MARVIN BRENT MORSE
Jonathan Hammond Gardner
ADAM SPENCER CAREY
Leah Grace Williams
ROBIN RENEE WOODELL
EDWIN BRUTON PEACOCK
Nickolas Sherek
Cameron Jason Rebant
Sydney Cross
GARY SCOTT PARKER
EVAN JAMES STOUT
Katherine Anne Burak
RAYMOND MAX MORRILL
Daniel Kenneth Brackett
CHRISTOPHER TODD
Amy Cullipher Wlodyka
KENNETH ASA CULLIPHER
DONALD ERIC CLEVEN
BRIAN HADDON WHISNANT
ROBERT THEODORE O'DELL
Nicholas Eldridge
Brittney Taylor Reinhardt
RICHARD ARTHUR WELLS
ANDREW JAMES ROSENBERG
MONIKA MARTA LARICHE
WESLEY SCOTT STOLTZ
DUSTIN JOSEPH DEMAIO
ANDREI EVGENIEVICH BOLSHAKOV
CHRISTOPHER JAMES LEWIS
RUSSELL C ALBERS
AARON THOMAS KOSCHESKI
JOSEPH ANDREW HAMLIN
JOHN GUSTIN NORMAN
THOMAS CALDWELL CALAME
BRADLEY WILLIAM HORSTMANN
JONATHAN M SOUZA
LI ZHANG
CHELSEA JEAN CHARETTE
CHANTAL ELIZABETH DECKER
DARRIN RICHARD WITT
TROY SEILER

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