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Best financial advisors in Research Triangle Park, NC

Registered advisers within 25 miles of Research Triangle Park, NC.

Offices
781
Firms
293
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,125 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GIBBS WEALTH MANAGEMENT, LLC
GLOBAL STRATEGIC NEXTGEN OCIO
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
MODERN CAPITAL ADVISORS, LLC
SUMMIT FINANCIAL, LLC
WOLFBRIDGE WEALTH
BASED CAPITAL WEALTH LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
SYCAMORE FINANCIAL PLANNING, LLC
PAPPAS VENTURES
ONYX WEALTH MANAGEMENT, LLC

Investors

Bryan L Piccirillo
ROY LEIGH RAY
Daniel Patrick Bayait
MATTHEW KEITH UNDERWOOD
Justina Cartner
STEPHEN ADAM ENGELSON
Andrew Lucius Turner
JOHN ESROM ANDERSON
John Walter Yoash
THOMAS LYNN MCGUIRE
NICHOLAS TILDEN DREW
David Harold Turlington
RONIE (NONE) DRORI
GEOFFREY G MCLAWHORN
DHRUMIL ANILKUMAR PARIKH
YUPENG FU
MATTHEW RYAN EPPICH
MATTHEW ALLEN HOLMAN
THOMAS ANTHONY SMITH
DEAN M WELLS
RONALD LEE NALVEN
JOHN PAUL SLEESMAN
CHAD PHILIP TREVITHICK
EDWARD BLAIR SECREST
MICHAEL GERARD KOTHAKOTA
MALACHY Ernest JOYCE
Mathew Philip Richard
TERRI-ANN C LINDO
JASON ROBERT HARMON
Dakota D Niedermeier
CHARLES EVANS ROE
ERIC DAVID BROTMAN
TEVIN JORGE PETTIFORD-DUBOSE
VINCENZO ROBERTO CATULLO
JOSHUA NEAL HOLLAND
CHARLES RANDALL CLIFTON
Ethan Brendan Earles
Philip Scott Geiger
Nathan Bost
ALICIA TEGAN LOVE
CURTIS RANDALL BYRD

Within 25 miles of Research Triangle Park, NC, Best Investors lists 293 registered investment advisory firms with 781 offices nearby, managing about $19.5T in combined regulatory AUM across 3,144,125 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 Research Triangle Park

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