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Best financial advisors in Pleasant Grove, NC

Registered advisers within 25 miles of Pleasant Grove, NC.

Offices
85
Firms
30
Combined AUM
$6.80T
Firm-wide filings, not assets booked only here
Clients
683K
682,519 clients when Item 5C has a number
Avg / client
$9.96M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
LPL FINANCIAL LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
GRADIENT ADVISORS, LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CASSANDRA NODINE SMITH
Chad Adam Burel
Brooke Smith
Rondal Scott Mulwee
JOHN FRANKLIN BLACK
WILLIAM B CANNON
JORDAN NASH GREENE
Joseph Matthew Anderson
EDWINA RUMFELT GOWAN
ASHLEY MOODY GALLION
LAURA VIA CHATHAM
DANIEL JOHN COLLINSON
MARSHA TONEY CARVER
TRAVIS JONATHAN MULL
BRENDA WHISNANT WHITE
WILLIAM DONALD HAUGEN
ROBERT ALFRED BROCKLAND
Martin Joseph Sohovich
Scott A Brooks
Tyler Chance Barnhardt
Rachel G Gilley
THOMAS O BLACKWELL
Rachel Nicole Weiland
Myron Stephens
Kelly Sue Childs
Maryann Diamond
Steven Ellis Fisher
Dustin Lee Poteat
BOYD RAY PHILLIPS
Catherine Morris Nink
MICHAEL ANTHONY DAYE

Within 25 miles of Pleasant Grove, NC, Best Investors lists 30 registered investment advisory firms with 85 offices nearby, managing about $6.80T in combined regulatory AUM across 682,519 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 Pleasant Grove

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM