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Best financial advisors in Mooresville, NC

Registered advisers within 25 miles of Mooresville, NC.

Offices
384
Firms
126
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,817,599 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL ADVISED SERVICES
NAPLES PRIVATE CAPITAL, LLC
NAMCOA
PRINCIPAL SECURITIES, INC.
CREDIT UNION INVESTMENT SERVICES
SPC
EVERSTAR ASSET MANAGEMENT, LLC
IFG ADVISORY, LLC

Investors

DeWayne Thomas Venzen
Daniel J Connor
JEFFREY RICHARD KARP
Kiara S Hackshaw-Gary
JOSHUA HODGE
Michael Barboza
BEDFORD JACKSON PLUMMER
LEWIS ANDERSON DAYE
Amber Lynne Wright
Trevor Lee Pinkston
ORLANDO JOHN RICCI
Ronald James Ceccarini
Nicholas K Caropreso
Michael Paul Fusco
Tyler B Ashley
SUSAN ROBIN RISER WHITLOCK
CHRISTOPHER WILLIAM HABEDANK
BRYAN EVAN SMITH
ADAM VERNON WASZKOWSKI
MICHAEL CORNELL
PAUL JOSEPH MCINTYRE
ALFRED DINICOLA
Austin Joseph Smith
DEREK LEE SMITH
Alaina Dionne McGahan
IOULIA ALEKSANDROVNA LINK
ALAN MORGAN
MARK BRENDAN SUMNER
Janice Duffy Lowrance
Daniel D Antonelli
Thomas Andrew James
Ravi Jayant Mujumdar
Thomas Hamilton
LEE CHRISTOPHER LARSON
Fu Pei Yuet
AUSTIN JONATHAN LYTLE

Within 25 miles of Mooresville, NC, Best Investors lists 126 registered investment advisory firms with 384 offices nearby, managing about $16.1T in combined regulatory AUM across 2,817,599 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 Mooresville

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 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