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Best financial advisors in Pittsboro, NC

Registered advisers within 25 miles of Pittsboro, NC.

Offices
384
Firms
167
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,782,720 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
TARHEEL ADVISORS, LLC
LPL FINANCIAL LLC
MAZE FINANCIAL PLANNING
SHERMAN FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
INTERCAROLINA FINANCIAL SERVICES, INC.
VERITY ASSET MANAGEMENT
OSAIC WEALTH, INC.

Investors

Blake Stewart
Amanda Wood Klier
Shari Becker
Todd M Graddy
Chadwick Douglas Virgil
Kevin Christopher Maley
Clinton James Paul Chapman
JAMES AARON THOMAS
Eric Cameron Williams
JOE JACOB PORAN
RYAN VERNE GLOVER
WALTER ARMSTRONG HINSON
William David Richards
JOHN GARY HAMILTON
WILLIAM HENRY BUNCH
Christopher Steven Richards
Tyler W Davis
Christopher Richard Sherman
Sharon Ann Dickens
Kyle Fredrick Hoopes
GREGORY STEVEN LOPEMAN
JAMES GREGORY CORDELL
Daniel Coney Ryon
Chase C Hickok
Lorren Manton Bryant
DAVID JOHN STUCKEY
Jessica L Villagrana
Hayden B Steelman

Within 25 miles of Pittsboro, NC, Best Investors lists 167 registered investment advisory firms with 384 offices nearby, managing about $15.6T in combined regulatory AUM across 2,782,720 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 Pittsboro

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