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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

PROSPERITY CAPITAL ADVISORS
AE WEALTH MANAGEMENT, LLC
VERITAS INVESTMENT ADVISORY GROUP LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST CITIZENS INVESTOR SERVICES, INC.
OSAIC INSTITUTIONS, INC.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MUTUAL ADVISORS, LLC

Investors

Dustyn Taylor Livesay
ADAM SPENCER CAREY
Jake R Giles
GLEN RICHARDS PIER
Catherine Basnight Reid
Sarah Marie Dupree
CARL ANTHONY LEBLANC
RENEE GEORGETTE LAGUE
THOMAS C CONNELLY
Paul Brian Mayes
SCOTT WESLEY FOSTER
BARRY CRAIG MACDONALD
C. J Hill
DONALD RAY HUNEYCUTT
Keith David Holloway
Laurel J Glass
Jordan Michael Hall
Robert A Macdonald
Jamie L Morton
FRANK Z TINSLEY
ERIC BRIAN CANNON
BARBARA C. BRIDGES
ANITA JO LYNCH
THOMAS SANDERLIN OWENS
MICHAEL D CLARK
JAY ALLEN WILDERMAN
Robyn Haley Pegram
EFREN SANTIAGO VINTIMILLA
Jason M. Kelley
Lisa Dawn Booth
BYRON DECHELLIS
JOSHUA DOUGLAS TALLENT
LORI ANN PRICE
ROGER STUART KUPERMAN
WILLIAM FRANCIS GOLD
EDMUND MICHAEL HUGHES
CASEY POND
BRANDON SCOTT JONES
STEPHEN ROBERT JUDGE
Michael Angel Cano
JUAN ALVARADO
CALEB Matthew RAPER
HEATHER ANN BANKS
DEANE CHRISTOPHER GAUTHIER
THOMAS BLAIR CRAVEN
KELLY DISSETTE MAUMENEE
DWAYNE WESLEY POWELL
JOHN NEWMAN GLOVER
STEFANIE LINN ROBINSON
Christopher A West
Eric C Perless
Mark Alan Isabelli
Bradley Steven Groth
JOSHUA JAMES MILLER

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