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Best financial advisors in NORTHSIDE, NC

Registered advisers within 25 miles of NORTHSIDE, NC.

Offices
668
Firms
259
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,138,261 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
RIDGELINE WEALTH ADVISORS, LLC.
EDWARD JONES
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
BROOKSTONE WEALTH ADVISORS, LLC
BEACON FINANCIAL STRATEGIES CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INNOVEST STRATEGIES LLC
DIVERSIFIED INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.

Investors

FREDERICK H HOSMER COOKE
JOSHUA ELI SELF
MICHAEL F PERKINS
Taylor M Holloway
MICHAEL JAMES ZEBLO
James Christopher Wells
Andrew Lee Metz
Henry Hopkins Newton
ELRIDGE LEE EMERY
Bryan L Piccirillo
Charlene Sampson Gladden
Austin Kane Harris
Christopher Douglas Bray
WILLIAM DEREK CARAWAN
ROBERT MICHAEL WILLAUER
RACHEL LOUISE BETZWIESER
RICHARD ALLAN HILL
CHRISTIAN ALLAN HILL
DONALD BRIAN TRENTLAGE
ERIN PRICE CAMPBELL
STEPHANIE C murray
DAVID SCOTT TRETTEL
Jayme Nicholas Dimitroff
Richard Dean Mills
ALAN DONALD MORGAN
JUDY LYNN LITTLE
BRENDA LEE DOBRICK
Loy Adkins
Blake Cason
RICHARD MICHAEL BREWER
JASEN ALLEN HEDRICK
HARRISON THOMAS PAIR
CECIL AVERY BURT
MATTHEW ALTLAND CHOPLIN
JOHN CHARLES BLAND
JONATHAN EDWARD HILL
Rodney Elery Hooks

Within 25 miles of NORTHSIDE, NC, Best Investors lists 259 registered investment advisory firms with 668 offices nearby, managing about $19.4T in combined regulatory AUM across 3,138,261 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 NORTHSIDE

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