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Best financial advisors in Olive Branch, NC

Registered advisers within 25 miles of Olive Branch, NC.

Offices
111
Firms
53
Combined AUM
$8.38T
Firm-wide filings, not assets booked only here
Clients
923K
922,615 clients when Item 5C has a number
Avg / client
$9.09M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITY SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREDIT UNION INVESTMENT SERVICES
FIFTH THIRD SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
INTERCAROLINA FINANCIAL SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

ROBIN MILLER GRIFFIN
BENJAMIN THOMAS
Dylan Casey Hales
Jessica Nicole Sims Rubenstein
Richard Lawrence Croffut
DALE LEE LEHENBAUER
WILLIAM ARMANDO SWINK
JARED REGIS GIBSON
Bret Michael Alexander
Harrison Gray Holmes
DAVID ALAN STIFF
AMY MCADAM PARKER
DENIS WALTER MOULTON
ERIN S KOCH
Zachary Farmer
THOMAS JAMES DONAHUE
TIMOTHY BRYANT HAMILTON
RICHARD ALLEN YERCHECK
JAMES WILLIAM ROBINSON
Matthew Neil Dubyoski
MICHAEL EMMETT LENAHAN
David Earl Smith
Stanley Worrell
ANTHONY BLAKE HINSON
DANEEN EVANA GIMSON
Keyton Presley Elmore
Allen K Maupin
PIERRE FLORES VARGAS
KIRK MARTIN SIEBENALER

Within 25 miles of Olive Branch, NC, Best Investors lists 53 registered investment advisory firms with 111 offices nearby, managing about $8.38T in combined regulatory AUM across 922,615 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 Olive Branch

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM