Best financial advisors in Olin, NC

Registered advisers within 25 miles of Olin, NC.

Offices

59

Firms

27

Combined AUM

$6.12T

Firm-wide filings, not assets booked only here

Clients

668K

668,343 clients when Item 5C has a number

Avg / client

$9.16M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

128 SOUTH STATE STREET
YADKINVILLE, NC 27055

15.9 miles away

EDWARD JONES

820 VALLEY ROAD SUITE 102
MOCKSVILLE, NC 27028-0000

16.2 miles away

LPL FINANCIAL LLC

256 HOSPITAL STREET
MOCKSVILLE, NC 27028

16.7 miles away

EDWARD JONES

390 S SALISBURY ST
MOCKSVILLE, NC 27028

17.2 miles away

EDWARD JONES

334 NC Highway 16 S
TAYLORSVILLE, NC 28681

18.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

99 7TH ST SW
TAYLORSVILLE, NC 28681

18.5 miles away

EDWARD JONES

1530 NC HWY 67 SUITE A
JONESVILLE, NC 28642

18.8 miles away

EDWARD JONES

116 E Market St
Elkin, NC 28621

19.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

837 South Main Street
Troutman, NC 28166

19.8 miles away

INSPIRE ADVISORS, LLC

145 Freedom Valley Trail
Troutman, NC 28166

19.9 miles away

EDWARD JONES

965 NORTH BRIDGE STREET
ELKIN, NC 28621

20.2 miles away

GOOD LIFE ADVISORS, LLC

1328 North Bridge Street
Elkin, NC 28621

20.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1332 N BRIDGE STREET
ELKIN, NC 28621

20.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

100 9th street Suite A
North Wilkesboro, NC 28659

20.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

315 MAIN ST
NORTH WILKESBORO, NC 28659

20.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

717 MAIN ST STE 2
N WILKESBORO, NC 28659-4297

20.8 miles away

HORACE MANN INVESTORS, INC.

723 MAIN STREET Suite A
NORTH WILKESBORO, NC 28659

20.8 miles away

OSAIC WEALTH, INC.

924 Main St Suite 320
North Wilkesboro, NC 28659

20.9 miles away

LPL FINANCIAL LLC

201 10TH STREET
NORTH WILKESBORO, NC 28659

20.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

205 TENTH ST
NORTH WILKESBORO, NC 28659

20.9 miles away

Firms

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

INSPIRE ADVISORS, LLC

GOOD LIFE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

HORACE MANN INVESTORS, INC.

OSAIC WEALTH, INC.

Investors

Christopher Lee Funk

RALPH CURTIS MILLER

Kenneth Edward Wiles

Kenneth Sheldon Jones

Christopher D Brauns

GLENN PERRY DEAL

Aaron Locke Misenheimer

Nathaniel Sturgill

Timothy Michael Johnson

Barry Kendell Revis

Jeffrey Leonard Kerr

Penny Jean Paugh

MATTHEW ROBERT CONRAD

Theodore John DeLisi

Elizabeth Bahena

JASON THOMAS SINGLETON

JAMES STEVEN OWINGS

Carla Nadine Souther

Kathleen Rouse Shepherd

EVAN QUINCY HANDY

THOMAS FREDERICK MORIARTY

RODERICK LAMONT BARNES

CHARLES KEITH LYALL

SHELLEY CLYDE YORK

JUSTIN WAYNE BRYSON

BROOK NICHOLAS BIDDY

MEGAN GRAY SASSONE

LAUREN ELIZABETH BARNES

CASEY BLAKE BUMGARNER

Within 25 miles of Olin, NC, Best Investors lists 27 registered investment advisory firms with 59 offices nearby, managing about $6.12T in combined regulatory AUM across 668,343 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 Olin

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM