Best Investors Account Sign in

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

EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.
OCEAN ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
SOUTHEAST INVESTMENTS, N.C., INC.
BURKETT FINANCIAL SERVICES, LLC
WEALTH RABBIT
WELLS FARGO CLEARING SERVICES, LLC
ANDERSON GRIGGS INVESTMENTS
STRATEGIC PLANNING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

John Bennett Jordan
Eileen Fae Perrin
David Michael Brown
DREW WATERBURY
CARLISLE CLARKE MOORE III
KEVIN A HARPER
ALLISON F GRIER
JOHN ALEXANDER BLACK
JOHN SHERRILL SLOOP
Morgan Elizabeth Hinchen
WILLIAM FRANCIS SIMPSON
KATE ALEXANDER FERGUSON
GERALD ROGER OWENS
DON PRATT FERGUSON
JAMIE LEIGH KULIK
ROMAN CARID RAIES
PHILLIP KEVIN SMILEY
NEIL ASHTYN BROWN
LEMUEL HOYLE MITCHUM
JANA BLACKWELL MORRISON
Jason Leigh Ackerman
KENNETH LADD
DESIREE SHIRLENE LONGO
AMANDA RAE SHIVES
JUSTIN THOMAS ANDERSON
CRAIG TAYLOR FERGUSON
KENDALL JAMES ANDERSON
Jordan Hernandez
PHILIP JAMES CORSON
MATTHEW GEORGE GRIFFIN
James Eric Moore
DANEEN EVANA GIMSON

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