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Best financial advisors in Newton, NC

Registered advisers within 25 miles of Newton, NC.

Offices
262
Firms
89
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,735,107 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
ALPHASTAR CAPITAL MANAGEMENT
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Investors

Florance A Johnson
MICHAEL DAVID GERKEN
RYAN KEITH SPLEET
Natalie Rose Raatz
TIFFANY JO HART
DAVID CALDWELL BROWN
ANNE ABERNETHY
HENRY PHILLIP ABERNETHY WEPNER
TIM WEPNER
Katie Booth Goforth
Sarah White
Kathy S Kuczenski
LISA STREET BAVERSO
Tiffany Nicole Dugger Little
Terry Dewayne Eskind
Bradley Keith Oxford
SIGMOND WALLACE HOLCOMB
PETER JOHN NELSON
WILLIAM DAVID HUDSON
COLBY TODD BOLICK
Dawson Troy-Lee Johnson
Tim Bryson
KELLY MARIE JONES
Collin Carlton
JODY BRADY DELVECHIO
Denise D Clay

Within 25 miles of Newton, NC, Best Investors lists 89 registered investment advisory firms with 262 offices nearby, managing about $14.0T in combined regulatory AUM across 2,735,107 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 Newton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM