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Best financial advisors in Oak Ridge, NC

Registered advisers within 25 miles of Oak Ridge, NC.

Offices
462
Firms
148
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,950,105 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

ASCENDOR WEALTH, LLC
PARABLA, LLC
EDWARD JONES
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SALEM INVESTMENT PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

BRANDON THOMAS DEMBOWIAK
PHILLIP D HANKS
James David Bowman
Emily Jo Farrell
Kevin Lee Hoppens
Johnny Brandon Berry
James David Garrison
Kevin A Pattman
Saba Ijaz Khan
Anna K Lancaster
Colon Ray Knight
JONATHAN PAUL BOULWARE
Jacob Rice
Ashton A Brown
Jordan Christopher Davis
Larry Robert Redfearn
ELISABETH GRACE SANDERS
Bill Wysor
Daniel Alan Branon
JASON RANDALL OVERBY
MICHAEL JOSEPH FISCHER
Douglas Andrew Duvall
Tonya Duvall
Nora Rubenstein Kowalcheck
Hannah Elizabeth Duvall
Christine Hernandez Harrell
Monica F Richey
MARC A LOPRESTI
ZACHERY EDWARDS
GARY LESLIE BARGEBUHR
John M Katon

Within 25 miles of Oak Ridge, NC, Best Investors lists 148 registered investment advisory firms with 462 offices nearby, managing about $15.3T in combined regulatory AUM across 2,950,105 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 Oak Ridge

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