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Best financial advisors in Mills River, NC

Registered advisers within 25 miles of Mills River, NC.

Offices
189
Firms
72
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,124,359 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
AE WEALTH MANAGEMENT, LLC
KENNETH FRENKE & CO
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Douglass Michael Rostick
JAY ALLEN WILDERMAN
Timothy Roger Cawthorn
Zachary Storm Cawthorn
CARLTON WRIGHT MURREY
KENNETH FARR DOWNER
CHARLES SMITH
MELISSA TERRY FINCH
Bailey Baron Killough
Kristi Lynn House
Hunter Thomas Osborne
Heather Staton
Sandra Ann Shaw
Ken Douglas Adams
Michael A Amoroso
REBECCA NOBLETT ROBERTS
MOLLY HILLYARD RICE
AUDRIANNA ISLAS
ERIC BUEL DUBOSE
MICHAEL LOUIS COLE
ALEXANDER BAXTER LANE
Abraham Johnson
Nathan David Garnett
KATHY BIVENS YORK
Steven Sasser
KEVIN CLARE HUSTON
Stephanie Park Shaw
MICHAEL JASON TIMMONS
Laura Crago Mukosiej
David Joseph Maupin
JULIA NICOLE ROBERTS
KEVIN CHRISTOPHER RENZ
Mark Samuel Nesbitt
Matthew Graham Aldrich

Within 25 miles of Mills River, NC, Best Investors lists 72 registered investment advisory firms with 189 offices nearby, managing about $11.1T in combined regulatory AUM across 2,124,359 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 Mills River

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM