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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

CREDIT UNION INVESTMENT SERVICES
PAPPAS VENTURES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONYX WEALTH MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
PARALLEL ADVISORS, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
FULBRIGHT FINANCIAL CONSULTING, PA
OSAIC ADVISORY SERVICES, LLC
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
XPONANCE LLC
CAPITAL SOLUTIONS ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

Robert Harry Brennan
CHADWICK MICHAEL CAPPS
CURTIS RANDALL BYRD
HANS ECKART SCHEIL
THOMAS R GRIFFITH
BRUCE ALLAN FRANKEL
MARTIN DAVIS HENSLEY
TIMOTHY CHANDLER ATKINS
EDWARD ASHOD TIRYAKIAN
Michael Vuke
Michael Anders Esser
Jay Ritz
Amanda Rose Sakmar
LANDON CLAY BAUCOM
Tyler D Parker
DAMON GREGORY LICHTENBERGER
Sydney Nicole Miller
Ryan Paul Rosenberger
Joshua Darren Whaley
Zachary Daniel Bittenbender
Raphael McGee
Noah Pettee
EDWARD DANA FULBRIGHT
John David Todd
LEONARD JEROME BROOKS
SUMALI SANYAL
Nahnsan Guseh
FRANK E HICKS

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