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Best financial advisors in Mint Hill, NC

Registered advisers within 25 miles of Mint Hill, NC.

Offices
957
Firms
359
Combined AUM
$23.0T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,753,117 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
IA NETWORK, LLC
STEPSTONE PRIVATE WEALTH
FIRST CITIZENS ASSET MANAGEMENT, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
TLG ADVISORS, INC.
WEDGE CAPITAL MANAGEMENT LLP
WELLS FARGO INVESTMENT INSTITUTE, INC.
VINTAGE WEALTH MANAGEMENT GROUP
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RPO WEALTH PARTNERS LLC
TRICAPITAL WEALTH MANAGEMENT, INC.
PARK AVENUE SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CALAMITA WEALTH MANAGEMENT
TAGSTONE CAPITAL, INC.
WMS ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Joseph Al Lambert
Ethan Kirby
CHARLES EDWARD STOCKHAM
Robert David Schaff
MAGGIE BARRY SMITH
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
Tiffany Ku
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
DENSEL FLEMING
STEPHEN EDSON BUSH
Jeffrey Martin
Lisa Ann Bowers
William Vance Smith
BRIAN Jeffrey DALTON
RANDALL EUGENE WHITE
Shawna Christine Minervini
WILLIAM VON HUSEN
ANDREW G BRINCEFIELD
JOEL David GARDNER
Matthew Jellison
MICHAEL RYAN ACOSTA
KATHRYN KELLEY HUGHES
Emma Marie Brandt
ESTHER MCCULLAGH PARK
KEITH E TAYLOR
THOMAS J DUMAS
BOYD F CAUBLE
JOHN ROGER MILLS
Peter H Gebre
JAMES MICHAEL MATTHEWS
LISA R HUND
Jay Rinehart
NICOLE K PILO
RICK ALLEN BURGER
Daniel Bradford Barry
TYLER PATRICK ODONNELL
COLTON MENDENHALL
BRADY DAVID HEMMERLE
JOSEPH WILLIAM PAGANI
JEFFREY D HOWARD
CHARLES W STEGALL
MICHAEL A THOMPSON
WILLIAM C MILLER
MISTY LEIGHTON PETROSINO
KATHERINE MARIE JAMIL
MICHAEL DEAN HARRIS
JEFFREY SCOTT COLLINS
ROBERT CLARK ARMSTRONG
DANIEL P MULLANE
BENJAMIN CONNOR CHEANEY
Nicholas Alan Todd
Harrison Paul
ROBERT A HOLMES
ERNEST W GLASS
GENIE B THEIMER
DENNIS EUGENE MYERS
Stuart Fontaine Thomas
Neal N Patel
Brayden Curtis
Winnie Hui Knapp
TODD DOUGLAS CALAMITA
WILLIAM REID CULP
THOMAS GAINES MACLENNAN
Henry Sterling Meadows
David Robert Williams
Timothy Taylor Paschall
Thomas C Moss
JACOB ROBERT SCHRECK
THOMAS COOK
CHARLES JONES

Within 25 miles of Mint Hill, NC, Best Investors lists 359 registered investment advisory firms with 957 offices nearby, managing about $23.0T in combined regulatory AUM across 3,753,117 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 Mint Hill

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