Best Investors Account Sign in

Best financial advisors in Mount Pleasant, NC

Registered advisers within 25 miles of Mount Pleasant, NC.

Offices
163
Firms
63
Combined AUM
$8.27T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,373,715 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
FIFTH THIRD SECURITIES, INC.
PARK AVENUE SECURITIES LLC
ALPHASTAR CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED FINANCIAL STRATEGIES, LLC
UWHARRIE INVESTMENT ADVISORS, INC.
FAMILY WEALTH PARTNERS CONCORD, INC

Investors

Bruce Jeffrey Lau
Andrew Carson Ricciarelli
DAVID ALAN BAUCOM
Tyler David Ervin
Matthew Brandon Leonard
Lexter Stuut Fennell
WILLIAM BRIAN KING
BRADLEY PATRICK KONAWALIK
Daniel Paul Boehm
ADAM F SAILERS
Ronald Wolfarth
MARK GREGORY METZGER
WILLIAM A HARRIS
Trenton Kenneth Whalen
JON CHRISTIAN YANCEY
Max Miller
MICHAEL JONATHAN WRIGHT
KENNETH Wayne MILLER
PHILIP CHARLES MILLER
Loretta LeRay Gifford
Joel D Matthews
Jeffrey D Hartsock
ROBERT BUGG BRANNAN
LEO EDWARD THERIAULT

Within 25 miles of Mount Pleasant, NC, Best Investors lists 63 registered investment advisory firms with 163 offices nearby, managing about $8.27T in combined regulatory AUM across 1,373,715 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 Pleasant

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM