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Best financial advisors in Morrisville, NC

Registered advisers within 25 miles of Morrisville, NC.

Offices
791
Firms
294
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,179,772 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

MODERN CAPITAL ADVISORS, LLC
SUMMIT FINANCIAL, LLC
JANNEY MONTGOMERY SCOTT LLC
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
GIBBS WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PAPPAS VENTURES
ONYX WEALTH MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PARALLEL ADVISORS, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES
INDEPENDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT PLANS CAPITAL MANAGEMENT, LLC

Investors

JOHN ESROM ANDERSON
John Walter Yoash
THOMAS LYNN MCGUIRE
NICHOLAS TILDEN DREW
David Harold Turlington
RONIE (NONE) DRORI
GEOFFREY G MCLAWHORN
DHRUMIL ANILKUMAR PARIKH
YUPENG FU
MATTHEW RYAN EPPICH
MATTHEW ALLEN HOLMAN
THOMAS ANTHONY SMITH
DEAN M WELLS
RONALD LEE NALVEN
JOHN PAUL SLEESMAN
CHAD PHILIP TREVITHICK
EDWARD BLAIR SECREST
JILLIAN HORNE RHYNER
Philip L Fried
ROBERT VERNON MOURO
Crystal D'Shanta Woodberry
Thomas Andrew Oberg
Barry Edwin Horne
LEONARD JEROME BROOKS
ROY LEIGH RAY
Avery Alexandra Love
Henry Stilley
Landon Mundell
TERENCE CHARLES WILES
ALEXANDER STEPHEN GREENE
CURTIS RANDALL BYRD
HANS ECKART SCHEIL
THOMAS R GRIFFITH
BRUCE ALLAN FRANKEL
MARTIN DAVIS HENSLEY
TIMOTHY CHANDLER ATKINS
EDWARD ASHOD TIRYAKIAN
JAMES MICHAEL MERTENS
KERRY CARLTON GOODMAN
Garrett Steven Railsback
John David Todd
ALLEN DALE SMITH
Misty Lynn Bussey
JAKUB MARTIN KREUTER
DAVID JOSEPH HELLINGER
CRISTY DIANE HEAD
ETHAN SLOAN CARR
KEITH EDWARD PREVOST
KRISTIN ELIZABETH ROSSELL
DAVID ALAN FRUCHTER
JAMES STEPHEN BAUDREAU

Within 25 miles of Morrisville, NC, Best Investors lists 294 registered investment advisory firms with 791 offices nearby, managing about $19.5T in combined regulatory AUM across 3,179,772 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 Morrisville

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM