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Best financial advisors in Shannon Plaza, NC

Registered advisers within 25 miles of Shannon Plaza, NC.

Offices
744
Firms
284
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,139,045 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKS FINANCIAL OF NORTH CAROLINA, LLC
LPL FINANCIAL LLC
MORGAN CREEK CAPITAL MANAGEMENT, LLC
ETON ADVISORS
COLONY FAMILY OFFICES, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FRANKLIN STREET ADVISORS INC.
ABSHER WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED

Investors

LEONARD JEROME BROOKS
ELIZABETH HACKNEY WHITSEL
ROBERT EDWARD MALLERNEE
WILLIAM JACKSON PARHAM
BRAD FINCH DALTON
JOHN CURRIE WALLACE
Dexter Thomas Blackwell
Andrew Clark Mooring
MOLLY MEIERHOFFER BAUMBERGER
WYMAN THOMAS BYRD
JOHN WILSON EBERHARD
CARLA TENEAL TYNER
Devesha Sidharth Solanki
KARLA H. FLICK
STEPHEN DIKEMAN REED
JENNIFER L. HOSELTON
RICHARD NAVILLE RAND
WILLIAM PEYTON JR.
ALEXIS W BLANKS
BRET LANKFORD PATERSON
TIMOTHY L. RAUWALD
Heather Nicole Green
JUSTIN BURNET WARING
MAGGIE DENNY BURKE
SAMUEL PHILIP BRIGGS
EMELYN LARISSA SEBASTIAN
TERESA BACKUS TRAVIS
Johnaustin Javaun Chapman
Thomas J Holtz
William Patrick Phelan
Cynthia Crystal Royal
NICOLE JUNE ROBERTSON
MARTIN A FROST
MARC ERIC CRAM
PAMELIA MURRAY HERNDON
DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
CRAIG ALAN SULLIVAN
PAUL T BODE
MILTON S BROWN
TODD DAVID YOUNG
Matthew Kent Inman
Colin James Bates
JOHNS NORWOOD ELLINGTON
CHRISTY LYNN PHILLIPS STRIGEL
ANDREW EDWIN JAMES
CHARLES OLIN MAHAFFEY
JOSHUA COY TURNER
ZAKARIYA WAHDAN
ROBERT LEE ROLAND
MICHAEL FORESTER ABSHER
KEVIN L MISHOE
JENNIFER LYNN ORAVSKY
William Stuart Bost
Jonathan S George
ROGER CARLAN EUBANKS
RICHARD PETERS BLANKENSHIP
WILLIAM PATRICK LANGDON
Kyle Lanning Clements
TONJA ANN WOMBLE
MADHULAVI MAJUMDER
Jannel Buckley
Rachelle Marie Rosario
Brandon Mendoza
STEVEN HALKO
ALISHA MARLENE BYRD
Cameron Francis Barclay
Brady Robert Bronico
MICHAEL STEPHEN MUMFORD
HEATHER A GODWIN
LEIGH CAROL KEMPF
INDRANATH LAHIRI
Benjamin Henry Roberts
Christopher Brandon Combs
Jordin Hudson Peiffer
David O McBride
Xinyu Feng
JOSEPH GOODE VICARS
Marvin J Carver
Cynthia Clark
MEGHAN CARRINGTON PORTER
Michelle ODOM Beanland
Susan E Batchelor
DAVID GAYLE BOMAR
Vivian Skye Roberts
VANESSA ZWIGART HAYTHORN
Alexandra Tyburski
GAYLE BOMAR
FRANK HERMAN DWORSKY
ROBERT CHRISTOPHER GARRETT
JOHN M BERARD
RICHARD EDWARD DWORSKY
Kelly M Meshaw
David R Jester
Brendan J Knoflicek
THOMAS GREY MILLER
JANE HARRIS YARBOROUGH

Within 25 miles of Shannon Plaza, NC, Best Investors lists 284 registered investment advisory firms with 744 offices nearby, managing about $19.4T in combined regulatory AUM across 3,139,045 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 Shannon Plaza

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