Best Investors Account Sign in

Best financial advisors in North, NC

Registered advisers within 25 miles of North, NC.

Offices
428
Firms
136
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,948,514 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VOYA FINANCIAL ADVISORS, INC.
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
APOLLON WEALTH MANAGEMENT, LLC
TIMONIER
AMERIPRISE FINANCIAL SERVICES, LLC
KERUSSO CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
FIVE POINTS CAPITAL LLC
TEALL CAPITAL PARTNERS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TWIN CITY PRIVATE WEALTH, LLC
LPL ENTERPRISE, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
VERGER CAPITAL MANAGEMENT

Investors

Fitzhugh Lee McMurry
JON CARL FOX
Robert Lynn Hargrove
DAVID WAIN GOOGE
Benjamin David SHAMBERGER
TYLER JORDAN SCHWEIGERT
Zachariah B Baker
Dax Carlyle Allred
JANICE JACOBY FRENCH
NICHOLAS SCOTT YEAKLE
SAMUEL BRADFORD SOOTS
NICHOLAS C BAKER
William Scott Nason
BRIAN SCOTT NASON
Kenneth Hedgecock Brown
JOHN CHRISTOPHER MATHEWS
RANDELL ALFREDINE CAIN
JAZMIN DANIELLE GAY
Benjamin J Abitz
DUSTIN ANDREW KOUFMAN
ANDREW SPENCE HOLMES
Mary Kathryn Farris
CHRISTINE NARO BLAND
John Christian Scala
Avery Bowles
CHRISTOPHER W GARNER
Forrest E Hall
ROBERT HAIRSTON KLUTTZ
ROBERT JENNINGS MORPHIS
RICHARD SEYMOUR WAGNER
DAVID FIELDING HAVENS
KEVIN BRIAN LYALL
PATRICK EMMET CROWLEY
ERIC DAVID MATTINSON
TRAVIS VERNON LETHCO
Jason Brent Lincoln
JOSEPH KING BERRY
Michael Wayne Randleman
JEFFREY DAVID LUKAWSKI
Leatrice Ann Potter Daigle

Within 25 miles of North, NC, Best Investors lists 136 registered investment advisory firms with 428 offices nearby, managing about $15.1T in combined regulatory AUM across 2,948,514 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 North

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM