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Best financial advisors in Moorseville, NC

Registered advisers within 25 miles of Moorseville, NC.

Offices
3
Firms
3
Combined AUM
$396B
Firm-wide filings, not assets booked only here
Clients
92.8K
92,834 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
ONE ADVISORY PARTNERS, LLC

Investors

Anupama Narayanan Brookins
MICHAEL FRANKLIN KLENCK
CHRISTEL PARKINSON TURKIEWICZ

Within 25 miles of Moorseville, NC, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $396B in combined regulatory AUM across 92,834 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 Moorseville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 ONE ADVISORY PARTNERS, LLC 5 advisers $370M AUM