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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

MML INVESTORS SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
ARETE WEALTH ADVISORS, LLC
EDWARD JONES
INDEPENDENT ADVISOR ALLIANCE, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
ON INVESTMENT MANAGEMENT CO
FOUNDERS FINANCIAL SECURITIES LLC
NEXUS CAPITAL INC
STATE FARM INVESTMENT MANAGEMENT CORP.
FAMILY WEALTH PARTNERS, LLC

Investors

ALEXANDER JACKMAN NOLAN
RICHARD LEWIS
DUNCAN GRAHAM WILSON
Elizabeth Younts
GRAHAM JOHN WILSON
MARTHA LOUISE CATT
Mariana Vega Ortega
Keyton Presley Elmore
Allen K Maupin
ANTONIO VINCE PORRETTA
CHARLES EDWARD FORREST
BRIAN EDWARD STREEM
Christopher Zino
WEN SHAO
LOPEZ DUANE DAVIS
William Petty
ROGER THERON MCDONALD
MARK STEPHEN BOYNTON JR
BRADLEY PHILLIP KELLEN
DAVID REID
Ashton L Dufresne
Collin J Brantmeyer
Joseph A Marano
ANUP A DESAI
Nadir Kabir Noorani
AFZAL SADRUDDIN MITHWANI
SINAE KIM
GEOFFREY ELFSTROM KEMBLE
Sarah Boucher Kemble
SCOTT G BROOKS
George William Griggs
Brian Matthew Baum
ROBERT SAMUEL DYE
Blake Lee Hedrick
THOMAS EDWARD DUNDORF
NATHAN AARON FULKS
RYAN R KNIGHT
CHARLES KEITH DIXON

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