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Best financial advisors in Oakboro, NC

Registered advisers within 25 miles of Oakboro, NC.

Offices
158
Firms
64
Combined AUM
$7.69T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,069,606 clients when Item 5C has a number
Avg / client
$7.19M
Combined AUM ÷ clients

Nearby offices

Firms

INTERCAROLINA FINANCIAL SERVICES, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CREDIT UNION INVESTMENT SERVICES
FIFTH THIRD SECURITIES, INC.
UWHARRIE INVESTMENT ADVISORS, INC.
LINCOLN INVESTMENT
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT ADVISOR ALLIANCE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ANTHONY BLAKE HINSON
Ronald Wolfarth
MARK GREGORY METZGER
JASON ANDREW HANN
BRADLEY T HAUSER
CHRISTIAN DELANE POTTS
ROGER LEE DICK
CHRISTY DAVIS STONER
MISTY WHITLEY THORNBURG
DAVID C. GASKIN
KELLY BROOKS SMITH
BROOKE LATON SENTER
MICHAEL GLENN HARWOOD
Thomas Eugene Wall
Carl Webster Grubb
Bryson Young Childress
VELINDA FINK BOST
KYLE VANN EUDY
JOANNE B BURLESON
JENNIFER BROYHILL MOREHEAD
Hayden Reece Hicks
WILLIAM CLIFTON ROBINSON
DOUGLAS B NIXON
CHARLES DAVID ROBERTS
SHANE MICHAEL ROBINSON
ANDREW MALCOLM ROSE
JERRY LYNN BARRIER
KIMBERLY BASSETT CARPENTER
Patrick Joseph Hynes
STEPHEN MICHAEL EUDY
Tracey Lynn Hayes
Bruce Jeffrey Lau
Andrew Carson Ricciarelli
Patrick M. Foley
Patrick Neal Dunston
DAVID ALAN BAUCOM
Tyler David Ervin
Christopher Mattina
JOSEPH CRAIG POMYKACZ
ANTONIO VINCE PORRETTA
Adam Kanter