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Best financial advisors in Rosman, NC

Registered advisers within 25 miles of Rosman, NC.

Offices
62
Firms
25
Combined AUM
$7.79T
Firm-wide filings, not assets booked only here
Clients
618K
617,598 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ENCOMPASS ADVISORS, LTD.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPTRUST
COVENANT INVESTMENT SOLUTIONS L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
IMPACT PARTNERSHIP WEALTH, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

Theodore Whitlock
JONATHAN MICHAEL LAROCCA
Kyle Jacob McDonald
GERALD TYRE HENDRIX
Carson Gray Waddell
William Tyre Hendrix
JON RANDOLPH GREEN
Joshua Maines Tilley
Jason M Lefler
MILTON GAY TYNCH
MICHAEL STEPHEN BOULOS
Lindsey Robert Caughel
David Allen Grant
Kayla Mitchell
SARA DUGGER TURGEON
ROBIN LYNN COOK
DONALD BRIAN MCCLELLAN
Todd Donald Holder
Mary Beth Brody
JUSTIN ANDREW SOUMA
Douglass Michael Rostick
Sandra Ann Shaw
Ken Douglas Adams
Michael A Amoroso
ROBBIN PERRY BROOME
JAY ALLEN WILDERMAN
Timothy Edward Johnson
BRIAN CHRISTOPHER LUSCO

Within 25 miles of Rosman, NC, Best Investors lists 25 registered investment advisory firms with 62 offices nearby, managing about $7.79T in combined regulatory AUM across 617,598 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 Rosman

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM