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Best financial advisors in Raleigh, NC

Registered advisers within 25 miles of Raleigh, NC.

Offices
933
Firms
358
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,552,778 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

VESTED FINANCE
PNC WEALTH MANAGEMENT LLC
INTEGRATED WEALTHCARE, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
KUHN ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DAVENPORT & COMPANY LLC
UBS FINANCIAL SERVICES INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FRANKLIN STREET ADVISORS INC.
ABSHER WEALTH MANAGEMENT, LLC
MORGAN CREEK CAPITAL MANAGEMENT, LLC

Investors

Bradley Mitchell Curelop
MICHAEL SHAYNE RUFFING
August Kenneth Pye
Jordan Gipe Rogers Celeste
John Gallagher
PATRICK LAWRENCE BRIA
Christopher Chance Bleeker
JOSHUA Christopher POLIDORI
Kelby Watson
Katherine Sofia Vargas
Julie Gerstmayr Kelly
JAMES HOWARD TUCKER
brock A adams
ONOUFRIOS GEORGE MEGALOUDIS
ROBERT ADAM WILLIAMS
Brett Walters
Tamra Kaye Ellis
Kyle John Feduccia
MARK ANDREW KUHN
ROBERT HUNTER OUTEN
Calvin Edwin Williamson
Willard Lonnie Causey
Nikolas Cory Pry
Ryan Scott Kelly
JAMES WALSTON SHEARIN
Joseph Dawson Link
James Craige Summers
Morgan C Thrasher
FREDERICK H HOSMER COOKE
NANCY JEAN WILLIAMS
DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
CRAIG ALAN SULLIVAN
PAUL T BODE
MILTON S BROWN
TODD DAVID YOUNG
Matthew Kent Inman
Colin James Bates
JOHNS NORWOOD ELLINGTON
CHRISTY LYNN PHILLIPS STRIGEL
ANDREW EDWIN JAMES
CHARLES OLIN MAHAFFEY
JOSHUA COY TURNER
ZAKARIYA WAHDAN
ROBERT LEE ROLAND
MICHAEL FORESTER ABSHER
KEVIN L MISHOE
JENNIFER LYNN ORAVSKY
William Stuart Bost
Jonathan S George
ROGER CARLAN EUBANKS
RICHARD PETERS BLANKENSHIP

Within 25 miles of Raleigh, NC, Best Investors lists 358 registered investment advisory firms with 933 offices nearby, managing about $22.4T in combined regulatory AUM across 3,552,778 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 Raleigh

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM