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Best financial advisors in Mount Holly, NC

Registered advisers within 25 miles of Mount Holly, NC.

Offices
989
Firms
364
Combined AUM
$23.0T
Firm-wide filings, not assets booked only here
Clients
3.76M
3,758,807 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
ROAN HFH, LP
WELLS FARGO CLEARING SERVICES, LLC
COASTAL BRIDGE ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
ADVISORSTRUST PARTNERS LLC
PROSPERA FINANCIAL SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
COPPELL ADVISORY SOLUTIONS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MICHAEL DAVID HOLDENRID
WILLIAM KAYS GARY
Thomas John Fogarty
Anna Bryn Hale
James Earl Hale
Grace Cassada
Norman Stephen Perkins
JOSIAH PAUL FERNANDEZ
WILLIAM MICHAEL SMILEY
MICHAEL FRANCIS MAHONEY
Ian Matthew Casey
Elizabeth A Bartunek
Mark E Lucas
PATRICK CAREY OWENS
RAYMOND ALLEN WHITNER
Justin Purvis Coton
Katherine Stephens Coton
MICHAEL ERIC FAYED
DAVID WATTS MCMAHAN
Maxwell Sommers Neisler
ANNA MCMAHAN HOUSER
TIMOTHY CARL FOX
GREGORY VINCENT CHERRY
Alessandro Price
STEPHEN DOUGLAS NORTON
Alaina Marie Sanders
JOSEPH PATRICK ROOP
Brian Seidenwand
EVERETT COLE FRANKS
NICKLES Gregory SPRYN
TAYLOR DEAN LEE
Connor Richard Emmert
Sarah Elizabeth Nestingen
SHAUN FRANCIS MOYNIHAN
CHANDLER ALAN HAHN

Within 25 miles of Mount Holly, NC, Best Investors lists 364 registered investment advisory firms with 989 offices nearby, managing about $23.0T in combined regulatory AUM across 3,758,807 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 Mount Holly

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM