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Best financial advisors in Pineville, NC

Registered advisers within 25 miles of Pineville, NC.

Offices
921
Firms
344
Combined AUM
$23.1T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,752,888 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITALWIZE, LLC
CATAWBA RIVER CAPITAL
CHURCHILL INVESTMENT MANAGEMENT, LLC
ALLSPRING GLOBAL INVESTMENTS, LLC
ALLSPRING FUNDS MANAGEMENT, LLC
OSAIC WEALTH, INC.
GRANT THORNTON FINANCIAL ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLY INVEST ADVISORS
TRIDENT ADVISORY PARTNERS, LLC
LPL FINANCIAL LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.

Investors

GEORGE ACHEAMPONG
ROBERT PAUL BOGGS
CONNIE WILLIAMS
JONATHAN VICTOR BLAKE
SCOTT PATRICK DEGRAEVE
Daniel Jacob Dolan
Alexander Nicholas Cautela
John Moore Carr
EVAN SPENCER LYONS
JEFFERSON LINWOOD PITT
ISABELLA SOPHIA XENAKIS
JOEL BURRIS
MICHAEL SHANE WAGNER
SCHUYLER DREW HOWE
DAVID EDWARD BUFFIE
RICHARD GERARD BROWN
ANDREW JOSEPH HOWE
ERIC ALAN WELCH
JOSEPH HAGNER
SAMUEL DEAN TURNER
ADAM ELIOT QUELER
CHARLES WILLIAM GALLMAN
Carter Thomas Stockwell
THOMAS PATRICK FLYNN
Jordan Marc Zeledon
EVAN JARED MCCARTHY
KEVIN KELLY
Kent Fox
Charles CROMER King
DESSIE BRICHELE NASH
AUSTIN VOORHEES KOENEN
KEITH SHAWN JOHNSON
SEAN STEPHEN ROUNDS
CARSON E MCDANIEL
GORDON RAYMOND WHITTAKER
Michael Daley
BRIAN ROLAND
Michael Tristan Barr
John Wesley Merritt
CHRISTINA NESBITT BLACKMON
MICHAEL ALLEN REDDISH
ANDREW S ELLISON
SABRINA LORRAINE BRATHWAITE
Jeffrey Ernest Stevenson
Sara Caitlyn Halliday
TODD PATRICK GALEOTA
CYNTHIA NEW VILLAMOR MCGEE
KHALID ABUSEIF YASIN
Zachary Lewer
Carson Elizabeth Cook
Taylor Root
James Rodgers
Conor Stark Duggan
Samantha Jo Roberts
Natalia Wesson
Raiford Trask Chappell
Alyssa Burtis
Matthew Burns
Joseph L Murphy
LAUREN BROWN
DANA KATHERINE OLSON
Phillip TODD Harrington
Ryan Culpepper
HARRY RAYMOND GOFF
Jason MATTHEW Martin
Mary Elisabeth Damstetter
FELIX E VON UKLANSKI
Eric MICHAEL Fitch
JONATHAN PHILLIP CURRENCE
Kevin Siros
KEVIN KEY
Christopher JAMES Loveless
Linda Aretha Reeves
Brian JOSEPH O'Regan
KAREN ALICE HARTZ
LESLIE HATHAWAY MCIVER
Samuel M Munn
JULIE LONG
Andrew Kaplan
Magda M Cintron-Saillant
Joshua MICHAEL French
WILLIAM LEE FULBRIGHT
STEPHEN FOSTER NETT
BRENDA H MILLARD
RODNEY STEVE
STEVEN V LANG
JOHN M MCCARDELL
ANGIE WHITTAKER
BRENT DAVID CLINE
SANDRO ODIMA ARISTIL
Chito S Okoye
SHARON SANTIZO
Dana Conrad
Attor D Kludze
Christopher R Hoff
Edward A Booth
ROBERT J FRYE
Rosalind Moulas Taylor
Delores E Jones Rapoport
MARY K BOOTH
ZACHARY TYLER MILLER
Austin H Rap
Kara C Fox
JARED C WIX
Samuel Pennell
JOEL W BUNKLEY
MATTHEW C BRANSTROM
Kelly Reddick Walker
VALENCIA MONE HILL
CHRISTOPHER D BELSHE
RACHEL MARIE FOLGER
Brianna W Tysinger
David Lyerly Miller
Kyle Daniel Pence
Sidney Gulledge
Chadwick Withers Allen
CASEY Michael SMITH
Steve Boland
Anson Marcotte
Carlos Talamante Romo
Brooke Bowers Thoden
Christopher Alden Kingsley
Jabaree Nathaniel Pearson
Jacob William Alexander
William Olee Manning
Aidan Francis Doherty
Christine Elise Kearse
Brittany Andrieni Thomas
Charles Taylor
Tate Samuel Carrier
Sarah Nicole Kunkle
luke thomas thalman
Dianne Chipps Bailey
Lauren V Burthey
NATALIE Topping KOLETIC
Katie J Bajracharya
Douglas M Morra
SEAN MICHAEL JAMES
Mary-Elizabeth Mukharji Cooper
Devin Rogers
Stratford Newitt Kiger
Jacob David Rhoads
Tawa Arturo Saune
Mary Catherine Buchert
Kathryn Elizabeth King
Jeremy S Russell
Lauren M Watts
Grant Lincoln
James Boykin Sloan
THEA REDDIN
KEEGAN JAMES WALSH
MICHAEL Anthony CLOWER
Tracey Saville
Jonathan Andrew Massey
Kimberly West Gordon
Kimberly Estevez
Michael Marino
ROBERT ALLEN HEWETT
MARY GRACE LOSTETTER
William Frederick Jarvis
ROGER GLASGOW
PETER DANIEL ARDOLINO
JEFFREY GROSSMAN VAUGHAN
Celandra Deane-Bess
Kashim MARCUS Skeete
STEVEN BONETTO
Robin Adams Augustin
CHRISTOPHER Michael GRADY
MATTHEW M EVANS
Julia M O'Mara
ROBERT JONATHAN LAWRENCE
JOHN ZIMMERLINK
MICHELLE A STATEN
CHRISTOPHER ROBERT GIALANELLA
MATTHEW J BENSON
Sarah K Demaree
RICHARD STERLING
Stephen Gregory Duckett
RYAN JOHN EMMONS
BRIAN P GIBB
Eduardo Gumucio
MADISON MARTINEZ
Martha Houston Bonner
Dominic Matthew DiGiorgio
Johnathon P Filler
Thomas Joseph Aronson
Sean Gregory Spooner
Jordan A Pratt
William Stephen Greiner
Luke Savage
Alexanderia M Moore
AUSTIN WOOD
Julija Prousalis
LaTasha Gandy
Danielle Lauren Feigel
Andrew C Phillips
Nicole Elise Zimmer
Christian Thomas Coyle
Natalie Martin
Thomas D Thalman
AMY THALMAN
Jack TYSON Brawley
RICHARD SCOTT TESH
Timothy E Hickey
MICHAEL LAWRENCE ROGERS
Anthony Perrotta
Pamela Dailey Marano
LISA R PREMO
James Ryan Stone
DONALD M HELLMAN
Christopher D White
John Lewis Gibbs
CARLOS Alberto CORTES
Taylor Cameron Smith
ROBERT C ZIEGLER
STEPHANIE LYNN KAHL
LAUREN J LADD
Zanelle Mari Diamond
SHAY O DESOUZA
Elise Ashburn Mueller
Kyle Baker
RODNEY ARLAN SPENCER
Anthony BRUNO Sanguinetti
WILLIAM VAN SMITH
William EDWARD Ferry
Sarah Frimel
JACOB STEVEN PIOTRACZK
Kenneth Osborne
Filip Sokolovski
Elizabeth Merrick Phelan
Donald Chase Bartol
Renee S Pilat
Lane Taylor Henry
Lauren Desmond
Samuel Cates Hilbish
DONALD MARK WINDER KEMP
Christopher MICHAEL Wilkinson
SHEILAH RENEE JOHNSON
Stephanie Griffith Lyman
Carol Griffin Claytor
Madhavan Padmanabhan
Parker Jospeh Tootle
LESLIE ELLERSON DOYLE
Jeffrey W Brown
Matthew Dylan Price
Readella C Pettway
Chadwick B Chilcot
JOEL David Hanson MARTIN
Emily Harral Mann
Matthew Tyler Hill
Hideki Martin Morales
Karen ANN Dunphy
JOSHUA MCCOLLUM
Amy BETH Quick
FORREST DAVID SKRILETZ
Thomas MICHAEL Capuano
Margaret CELESTE Algieri
THOMAS J KURTZ
Kenneth EUGENE Gray
PATRICIA M HENNEDY
Katherine Vega
GREGORY J WILSON
VERONICA GILMARTIN MARCH
Alyssa S Juros
Ian C Klass
James PHILLIPS Thomas
THOMAS ANTHONY RINALDI
Jessica Lynne Grove
Kraig James Devore
JASON K LAIL
Lisa PERKINS Cannon
Chris BRADLEY Chaffin
Julietta Oree
John Morfesi
Scott Weaver
David Andrew Fohr
WILLIAM MURRAY
Sarah E Andrade
Darrin BRIAN Beltran
Audra E Almeida
ANTHONY J MAGNIER
Loren M Dietrich
Michael Martinez
Joseph Wells
DAWN ELIZABETH POTTS
Wanda LYNNE Stover
Christina E Romagnoli
Spencer Calhoun Haiges
Brian Hodgeman
Cheryl Gunar Thompson
George Andrew Trabookis
Johnny Arthur Williams
Raymond Edward Lancaster
Ryan N Zutter
Ryan Joshua Russell
Michael Matzner
Patricia Amber Strong
Miteshkumar D Patel
Lathan Shaun Hunter
Peter John Dolan
Evan Armstrong
Eric W Jones
Christopher Michael Gee
Gerald Krager
Troy Talamelli
Janet Ann Wulf
Joshua Smail
Jonathan Kisch
JAMAL JORDAN
Jonathan Ament
KATHY LYNN WILSON
Russell Westover Martin
Matthew Kenneth Odom
Samantha Denise Newsom
John William Ratey
Christopher Hernandez
Connor Snook
LESLIE ANTOINETTE KELLY
Brandon Michael Shephard
KAMDEN GAINES
Shelton Stevie Lester
Wesley Price
James Edward Lenoir
Sharon Elizabeth Morrow
Eugene Henry Davis
CHARLES ALDON GORDON
Sarah Ann Khan
Titilope Jinadu
Luke A Gentry
Daniel Andrew Kleiner
William Chase Causey
Juan Rosas
Nathan Harris
DARIYA RENTUK
Derek Lightner
Domenico Matteo Napolitano
Dylan K Hood
Loretta Ballard Spangard
SCOTT BRIAN MAKOWSKI
Benjamin Regalado Schottenfels
Brett Kincade
Ashley Marie Liggins
Jeffrey Maurice Harris
Mitchell Patrik Zaelit
Darren White
Bryan Marciniak
Derek Eugene Petrella
Sammy Santacruz
HORACE RICHARD CARNEY
Sheri Lynn Bartyzel
Shane Jeremy Robertson
Iman Howard
Samuel Aussieker
Jacob Zaire Robinson
Francis Daniel Newman
Jacob Misialek
Mohammad Hameed
Zachary Raymond Gibson
Serena Rizzo
Susan Monahan
Janice Gayle Farr
Paxton Wood
Melissa Sue Johns
Omar Erastas Mims
Anthony Steven Bonvissuto
Tarrance Anderson
SHAILESH DEVIDAS KSHATRIYA
W CHRIS WRENN
NICKOLAS MORIATES
MARTHA LOUISE CATT
JEREMIAH PHILLIP JOHN
BRUCE ALLEN WARREN
MATTHEW KELLY WOODS
SEAN ORR
RICHARD JAMES BURKE
BENEDICT CHI-HIN WONG
Jake Ryan Pudenz
JEFFREY TROY SAWYERS
JOHN PATRICK FRITH
Scott Brecher Warner
JOSHUA J LINDSTEADT
ASIM TUFAIL
Autumn Williams
Marshall Lindsey Stuckey
Michael Dawayne Harris
Brian J Heath
LINCOLN SHERWOOD MAURER

Within 25 miles of Pineville, NC, Best Investors lists 344 registered investment advisory firms with 921 offices nearby, managing about $23.1T in combined regulatory AUM across 3,752,888 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 Pineville

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM