Best financial advisors in Morganton, NC

Registered advisers within 25 miles of Morganton, NC.

Offices

93

Firms

33

Combined AUM

$6.81T

Firm-wide filings, not assets booked only here

Clients

686K

685,633 clients when Item 5C has a number

Avg / client

$9.93M

Combined AUM ÷ clients

Nearby offices

CREDIT UNION INVESTMENT SERVICES

130 CARBON CITY ROAD
MORGANTON, NC 28655

EDWARD JONES

353 SANFORD DR
MORGANTON, NC 28655

EDWARD JONES

304 NORTH STERLING STREET
MORGANTON, NC 28655

LPL FINANCIAL LLC

205 NORTH KING STREET
MORGANTON, NC 28655

EDWARD JONES

100 COLLETT ST
MORGANTON, NC 28655

FIRST CITIZENS INVESTOR SERVICES, INC.

217 NORTH STERLING STREET
MORGANTON, NC 28655

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE
MORGANTON, NC 28655

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE FL 2
MORGANTON, NC 28655

WELLS FARGO CLEARING SERVICES, LLC

101 W UNION 2ND FL
MORGANTON, NC 28655

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

207 E. UNION ST. PO BOX 1786
MORGANTON, NC 28655

EDWARD JONES

305 E UNION ST SUITE A-125
MORGANTON, NC 28655

MML INVESTORS SERVICES, LLC

116 S Sterling St Suite 101
Morganton, NC 28655

EDWARD JONES

111A White St
Morganton, NC 28655-3461

EDWARD JONES

507 B BURKEMONT AVE
MORGANTON, NC 28655

CREDIT UNION INVESTMENT SERVICES

221 Enola Rd
Morganton, NC 28655

LPL FINANCIAL LLC

141 MAIN ST W
VALDESE, NC 28690

10.6 miles away

EDWARD JONES

130 MAIN STREET WEST SUITE 1
VALDESE, NC 28690

10.6 miles away

GRADIENT ADVISORS, LLC

361 North Main St
Marion, NC 28752

15.5 miles away

EAGLE STRATEGIES LLC

PHILLIPS FINANCIAL GROUP 195 SOUTH MAIN STREET, SUITE A
MARION, NC 28752

15.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

32 NORTH MAIN STREET
MARION, NC 28752

15.5 miles away

Firms

CREDIT UNION INVESTMENT SERVICES

LPL FINANCIAL LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MML INVESTORS SERVICES, LLC

GRADIENT ADVISORS, LLC

EAGLE STRATEGIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CASSANDRA NODINE SMITH

Chad Adam Burel

Rondal Scott Mulwee

JOHN FRANKLIN BLACK

WILLIAM B CANNON

JORDAN NASH GREENE

Joseph Matthew Anderson

EDWINA RUMFELT GOWAN

ASHLEY MOODY GALLION

LAURA VIA CHATHAM

DANIEL JOHN COLLINSON

MARSHA TONEY CARVER

TRAVIS JONATHAN MULL

BRENDA WHISNANT WHITE

WILLIAM DONALD HAUGEN

ROBERT ALFRED BROCKLAND

Martin Joseph Sohovich

Tyler Chance Barnhardt

Rachel G Gilley

THOMAS O BLACKWELL

Rachel Nicole Weiland

Kelly Sue Childs

Maryann Diamond

Steven Ellis Fisher

Dustin Lee Poteat

BOYD RAY PHILLIPS

Catherine Morris Nink

MICHAEL ANTHONY DAYE

Within 25 miles of Morganton, NC, Best Investors lists 33 registered investment advisory firms with 93 offices nearby, managing about $6.81T in combined regulatory AUM across 685,633 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 Morganton

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