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Best financial advisors in Montreat, NC

Registered advisers within 25 miles of Montreat, NC.

Offices
165
Firms
70
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.13M
2,128,089 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

COLLIE FINANCIAL PLANNING, INC.
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE FINANCIAL COACHING CENTER, LLC
IFC
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
SOUTHLAND EQUITY PARTNERS, LLC.
ACT ADVISORS
LPL FINANCIAL LLC
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

MICHAEL REID COLLIE
Logan Michael Collie
CARLI NOLTE PETIT
Scott D. Roy
NICHOLAS SIMON ALDRIDGE
Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
BRIAN THOMAS FORTUNE
Kyle Michael Jambon
IRA JOSEPH STARR
JEFFREY MICHAEL WHITE
Brandon Jaimes
STEPHEN CARSON SLOAN
REBECCA ELLEN BUSH
RYAN PATRICK MORAN
ROBERT BURKS WOOD
PATRICK JENNINGS LATTA
ROGER WESLEY JOHNSON
MARTHA RUTH HAYS
DOUGLAS BARRY ENGLISH
LESLEY BRIAN WILSON
Justin Wesley Powell
Nicole Leann Barrett
DAVID KARL WILHELM
Lisa Marise Green
CARLOS HERNAN FONSECA
DAVID WHITNER SANDERS
ADAM HUNTER STANFORD
Amy Elizabeth Lewallen
Craig S Harris
MARK RICHARD GREEN
DAVID BRIAN MCAFOOS
TAYLOR S MCLENNAN
JOSHUA RICHARDS HIX
RYAN ADDISON ANDERSON
Daniel J Hroback
Adam M Groff
RICHARD CARTER EATON
MICHAEL ANDRY
EVAN TRUXTON
ASHLEY HORNOWSKI SCHAPER
KARYN SUE LAUGHRUN
CARTER SNOW BAGLEY
BRANDON SCOTT POWELL
SARAH K SCHUBA
JEROME GIBSON HORNOWSKI
CARL EDGERTON POWELL
CLINT HAYDON MARTIN
KEVIN RUSSELL PASARILLA
Bailey Clark
Jacob J Bishop
DONALD EUGENE REED

Within 25 miles of Montreat, NC, Best Investors lists 70 registered investment advisory firms with 165 offices nearby, managing about $10.7T in combined regulatory AUM across 2,128,089 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 Montreat

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM