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Best financial advisors in Moncure, NC

Registered advisers within 25 miles of Moncure, NC.

Offices
350
Firms
156
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,903 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

SHERMAN FINANCIAL
RED OAK CAPITAL ADVISORS
EDWARD JONES
MAZE FINANCIAL PLANNING
TARHEEL ADVISORS, LLC
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
CRUTCHFIELD ADVISORS, INC
CAPITAL FINANCIAL MANAGEMENT NC, INC
GRADIENT INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE WEALTH, LLC
BROOKSTONE WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Christopher Richard Sherman
JAMES ROBINSON MINOR
Adair Monica Salgado
WILLIAM HENRY BUNCH
RYAN VERNE GLOVER
WALTER ARMSTRONG HINSON
William David Richards
JOHN GARY HAMILTON
Maria Litzinger
JILLIAN HORNE RHYNER
Philip L Fried
ROBERT VERNON MOURO
Crystal D'Shanta Woodberry
Thomas Andrew Oberg
Barry Edwin Horne
CAROLYN CRUTCHFIELD WASDELL
WAYLAND A CRUTCHFIELD
Christopher Steven Richards
Tyler W Davis
DONALD RAYMOND DELARIA, JR.
WESLEY CLAYTON HAMILTON
PAUL GLYNN LINDSAY
KEVIN RANDALL EUGENE BERRY
James Scott Wyland
Jarrett T Corder
CALE HERNDON
Shihong Duan
ERIC C CARRILLO
David A Hernandez
Avery Alexandra Love
Henry Stilley
Landon Mundell
TERENCE CHARLES WILES
ALEXANDER STEPHEN GREENE
Blake Alexander Parker
Scott D. Swift

Within 25 miles of Moncure, NC, Best Investors lists 156 registered investment advisory firms with 350 offices nearby, managing about $15.2T in combined regulatory AUM across 2,689,903 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 Moncure

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM