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Best financial advisors in Rolesville, NC

Registered advisers within 25 miles of Rolesville, NC.

Offices
588
Firms
226
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,124,382 clients when Item 5C has a number
Avg / client
$6.04M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
PEAK WEALTH GROUP LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LUCID WEALTH PLANNING LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CREATIVEONE WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MOLOKAI INVESTMENT MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALTRIUS CAPITAL MANAGEMENT, INC.
G. A. REPPLE & COMPANY

Investors

JUSTIN STORM THIGPEN
Valerie Carol Massengill
RYAN SINGLETON COPLEY
REID JOHNSON TWINE
ANDREW WILLIAM BASS
Thomas G Piper
ANDREW GILBERT LYNCH
Lyben Hizkias
Mark Joseph Obrien
William C Gass
Landon Drew Cross
JEFFREY M STEWART
DAVID MITCHELL TWIDDY
ROBERT LEE BARTON
ANSELL HO NERI
KEVIN DANIEL VEVERKA
Anderson Browning Ray
Michael J. Baer
Gregory Dean Daniels
CHRISTOPHER CONNOR ROLF
Blair Cashion Griffin
Catherine Marlow Easop
LAUREN CLARK TYNDALL
David Joseph Brunswick
DAVID J BRUNSWICK

Within 25 miles of Rolesville, NC, Best Investors lists 226 registered investment advisory firms with 588 offices nearby, managing about $18.9T in combined regulatory AUM across 3,124,382 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 Rolesville

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