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Best financial advisors in Ponderosa, NC

Registered advisers within 25 miles of Ponderosa, NC.

Offices
63
Firms
27
Combined AUM
$7.64T
Firm-wide filings, not assets booked only here
Clients
874K
873,793 clients when Item 5C has a number
Avg / client
$8.75M
Combined AUM ÷ clients

Nearby offices

Firms

D.A. DAVIDSON & CO.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
GENEOS WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC
MORGAN STANLEY
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FIRST COMMAND ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.

Investors

DAVID ALAN DRIES
JORDAN LEWIS ETHINGTON
Michael Scott
William H Drewry
STUART ANDREW AUGUSTINE
MURRAY ODOM DUGGINS
JOSEPH DEWEY JACKSON
Megan Tate
JAMES MELVIN
DAVID MICHAEL POUND
NICHOLAS JOHN RADEMACHER
DAVID E NOBLES
DAVID ERIC NOBLES
MAX JOSEPH WEINSTEIN
Mary Lauren Williams
Austin Fitzpatrick
EARL EUGENE BAIN
GLEN DOUGLAS BARNES
CARRIE KALELEONALANI MCEACHIN
DENISE S O'DELL
NATHAN JAMES SMITH
MICHAEL EUGENE STANFIELD
Kevin A Alexander
LINDA STONE GOFF
KRISTIN K MCCARTHY
Karen Brown Tisdale
Bruce Thomas Brown
THOMAS MEREDITH BOLTON
ALICIA STRATMAN DONAHUE
MICHELLE KATHERINE GREENE
JAMES JOSEPH KINSEY
Carrie Bland Underwood
Michelle Kahealani Surita
WILLIAM JAMES PERRY
Catina Marie Ruiz
Dana Paul Thornton
Brittany Yvette Peebles
Maurice Green
Sandi Marie Bullock
Dan Peebles
Susan Francis
Alexander Betts
Isiah Trenton Smith
Sheena Yuvonne Wells
William Vickers
LAVONNE SHEREE SPRAGUE

Within 25 miles of Ponderosa, NC, Best Investors lists 27 registered investment advisory firms with 63 offices nearby, managing about $7.64T in combined regulatory AUM across 873,793 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 Ponderosa

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 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM