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Best financial advisors in Moravian Falls, NC

Registered advisers within 25 miles of Moravian Falls, NC.

Offices
96
Firms
37
Combined AUM
$6.78T
Firm-wide filings, not assets booked only here
Clients
676K
675,853 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ABSHER WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
HORACE MANN INVESTORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
REGAL INVESTMENT ADVISORS LLC

Investors

Stephen D Patton
Craig Langston
Sam Morrison
CHRISTINE MARIE FOSTER-PERRY
RALPH EUGENE HUGHES
THOMAS FREDERICK MORIARTY
STEPHANIE LORRAINE RODRIGUEZ
Carla Nadine Souther
Kathleen Rouse Shepherd
Makayla Johnson Lemly
CHAD JONES
JUSTIN WAYNE BRYSON
BROOK NICHOLAS BIDDY
MEGAN GRAY SASSONE
LAUREN ELIZABETH BARNES
CASEY BLAKE BUMGARNER
SHELLEY CLYDE YORK
LES VERNON DYER
Trenton Taylor Walsh
CHARLES KEITH LYALL
RODERICK LAMONT BARNES
CAROL JONES OWENS
EVAN QUINCY HANDY
GLENN PERRY DEAL
Christopher D Brauns
Nathaniel Sturgill
Timothy Michael Johnson
Barry Kendell Revis
TERRY DEAN HOLLAR
Christy Bradshaw Hayes
Ethan Kirk Gilley
JOHN LAWRENCE DAVIS
Harrison Douglas Gardner

Within 25 miles of Moravian Falls, NC, Best Investors lists 37 registered investment advisory firms with 96 offices nearby, managing about $6.78T in combined regulatory AUM across 675,853 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 Moravian Falls

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM