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Best financial advisors in New Hill, NC

Registered advisers within 25 miles of New Hill, NC.

Offices
641
Firms
257
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,808,843 clients when Item 5C has a number
Avg / client
$6.82M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OSAIC WEALTH, INC.
CAPITAL FINANCIAL ADVISORY GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC
GOOD LIFE ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
BLUE WATER CAPITAL MANAGEMENT, LLC

Investors

DANIEL ARNEY
Jacquelyn Chau Tran
Ryan Gregory Monteleone
WILLIAM ROBERT MCGOLDRICK
PETER JOSE' D'ARRUDA
MATTHEW CARLETON SCUDERI
Bryson A King
PARKER R HOLLAND
JON M NARDUCCI
Christopher Lloyd Flowers
STEVEN KENT LEWIS
JOHN PHILLIP PASSEY
Michael Jefferson Stone
RAMEET SINGH
Todd Christopher Mendler
ROBERT WILLIAM VOLPE
Julio Aguirre
BRIAN WILLIAM THORNTON
Rodney Fauth
Jennifer Matlock Lewis
TERRANCE ANTHONY GREEN
Deborah Lynn Hobart
Jonathan Reed Bandy
MEREDITH MCBURNEY BARBOUR
RYAN MATHURIN VERDERY
Anita Johnson Hearn
Bonnie Lynn Fischer

Within 25 miles of New Hill, NC, Best Investors lists 257 registered investment advisory firms with 641 offices nearby, managing about $19.1T in combined regulatory AUM across 2,808,843 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 New Hill

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