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Best financial advisors in RTP, NC

Registered advisers within 25 miles of RTP, NC.

Offices
780
Firms
292
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

AZIMUTH PLANNING GROUP, LLC
HATTERAS INVESTMENT PARTNERS, LP
FIRST CITIZENS ASSET MANAGEMENT, INC
CHARTER WEALTH MANAGEMENT
PROVISION WEALTH MANAGEMENT, INC
PRIME CAPITAL FINANCIAL
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BRIGHTPATH WEALTH ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AMPHORA WEALTH MANAGEMENT, LLC
PHOENIX WEALTH ADVISORS INC.
OLD PEAK FINANCE
EDWARD JONES
KINETICOS LIFE SCIENCES MANAGEMENT LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
SVB WEALTH

Investors

SHERRI LYNN Rose
DAVID BRIEN PERKINS
BRIEN FOSTER PERKINS
PRESTON ADAM JR WALDROP
THOMAS MICHAEL MCGUIRE
Alexander Camp Hoon
PHILLIP EVANS NEUHART
WILLIAM SHERWOOD BLACKWOOD
CRAIG JAMES LETENDRE
Justin Marcinkiewicz
SCOTT ALAN BACON
BRENT ALLEN PLUNKETT
WILLIAM DELON DOWDY
JARED RYAN BROGDEN
Caleb White
BRYAN Patrick WYLIE
JOSH DOUGLAS HEDERICK
GARY JAY KINDLER
ERNEST ANDRE WILLIAMS
BRIAN SETH OROL
JAMES DELACY SANDLIN
Brian L Johnson
BRIAN WAYNE DEBRUIN
Fred Wilson Lowry
JEFFREY BROOKS MC CLAUGHERTY
JASON SCOTT CURFMAN
AmyJo Young McElfresh
Eric John Sobocinski
Anthony John Giunipero
Kelly A Ward
MICHELE SUZANNE NETTESHEIM
EMMA ELIZABETH JACKSON
MARK JOSEPH RHOADES
MICHAEL DONOVAN JACKSON
GEORGIOS LIVANOS
ALLISON MARIE FRY
Erin Alguire Vickery
DANIEL ALAN ROUTH
Justin James May
James Grant Mosher
Audrey Elizabeth Kayser
Alexandria Jeter
THEODORE RICHARD WAECHTER
Danielle Elizabeth Hochstetter
Keith Minton
Thaddeus William Yasunaga
SYEDA ZAHRA Fatima AHMED
JONATHAN RANDALL HUSS
EDWARD BRADSHAW HARRIS
TIMOTHY PENN NUGENT
CYNTHIA NEAL WHITE
BRANDON LEE FOSTER
Lang Taylor MacBain
Austin Edward Pruitt
William Bradley Carr
WILLIAM HENRY CREECH
DAVID LEE BILITER
MICHAEL CHRISTOPHER WILSON
Warren Michael Sypinero
KENNETH HAYES MARSH
DAVID ROBERT EMSWILER
AMANDA KORNEGAY BLACK
STEVEN RICHARD COLFORD
KELLY F SULLIVAN
BRENT CILIANO
HENRY OSBOURNE DUNBAR
STEPHEN PAUL KANOY
BRANDIE TRECEE FINTCHRE
RICKY BRANDON WHITLEY
Demaris Kirstin Arceneaux
KATIE ADCOCK PEEDEN
Eric Cohen
Ryan Ferguson
Josh Thomas Newman
Samuel Hunter Bryant
KENNETH GORDON DUNCAN
JONATHAN L STEINER
TODD STEPHEN TILLOTSON
TODD ALAN DAVIS
JOHN CHRISTOPHER LIDDICOAT
JONATHAN DAVID ROSCHE
Charles Falconer McCallum
NICHOLAS MANTILLA LOEPER
Joanna Maria Pappas
RICKY PAUL SLOAN
WILLIAM A JOHNSON
Eugenia Elizabeth Grimmer
CHARLES ANDREW JOHNSON
Charles Reed Dickinson
Kwame Jelani Richards
JAMES RUTLEDGE CARSON
Andrew C Davis
JAMES HARRISON MARTIN
DANIEL GREGORY SMITH
ERICA Korol
GARY R CLEMENTSON
EZEKIEL COLE POWELL
STEPHEN WAYNE PARK
APRIL MICHIKO ZEE
JEFFREY SCOTT HELLERSTEDT
TIMOTHY R SUMNER
JAMIE GAYLE SMOTHERS
MICHAEL JAMES GOTTMAN
STEPHEN MILTON HOLLOMAN
Stephen Lee Parker
DAN RICHARDSON THOMASON
OLIVIA KRISTINE VAN AMSTERDAM
MARC TABAH

Within 25 miles of RTP, NC, Best Investors lists 292 registered investment advisory firms with 780 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 RTP

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