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Best financial advisors in Mineral Springs, NC

Registered advisers within 25 miles of Mineral Springs, NC.

Offices
754
Firms
318
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,740,558 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSWOOD WEALTH ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES

Investors

FRANKLIN PARRISH SPARKMAN
STACI LYNN HOWELL
THOMAS EDWARDS GRIMM
DEREK Brian HERZER
MICHAEL EDWARD FRIEDMAN
GARY THOMAS COLLINS
Thomas A McLean
Jack D Kessel
Benjamin Marion Woodall
Joseph L Smithers
Jonathan Charles Chow
Michael Thomas Carew
Matini Oluwarotimi Baruwa-Etti
ROBERT KEITH TILSON
MARIA LUISA MARKS
Ryan Stanislawski
MARC LEONARD LA VIGNE
STEPHEN EDSON BUSH
Dalton J Cunningham
Julie Thomas
Bret Michael Alexander
PIERRE FLORES VARGAS
KIRK MARTIN SIEBENALER
DALE LEE LEHENBAUER
DAVID ALAN STIFF
AMY MCADAM PARKER
Dylan Casey Hales
Jessica Nicole Sims Rubenstein
Richard Lawrence Croffut

Within 25 miles of Mineral Springs, NC, Best Investors lists 318 registered investment advisory firms with 754 offices nearby, managing about $20.5T in combined regulatory AUM across 3,740,558 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 Mineral Springs

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM