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Best financial advisors in Rutherfordton, NC

Registered advisers within 25 miles of Rutherfordton, NC.

Offices
39
Firms
18
Combined AUM
$4.39T
Firm-wide filings, not assets booked only here
Clients
690K
689,910 clients when Item 5C has a number
Avg / client
$6.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
GRADIENT ADVISORS, LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT

Investors

Philip Emory Moore
Stephanie Morgan Winterrowd
Juan Landaverde Martinez
Sydney Marie Ludwig
Jill Davis Hughey
Mitchell Garrison Barnette
Carol A Hartis
THOMAS ALEXANDER ROYLSTON
glenn stephen griffin
Melanie Reid Burgess
Ryan Michael West
Dustin Lee Poteat
Jason Seay
BOYD RAY PHILLIPS
Catherine Morris Nink
James Cameron Boles
James Hudon Engelman
MICHAEL ANTHONY DAYE
JOSEPH DONALD DAVIS
CHAD DAVID TONEY
Andrew Livingston
KELSEY LONG
ERIC ROGERS GADDY
DEBRA JEANNE CARMODY
MICHAEL JASON TIMMONS
Tara Wilkerson Buckley
Jason Matthew Harrill
Mary-Anna Faith Harrill Oliver

Within 25 miles of Rutherfordton, NC, Best Investors lists 18 registered investment advisory firms with 39 offices nearby, managing about $4.39T in combined regulatory AUM across 689,910 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 Rutherfordton

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM