Best financial advisors in Shelby, NC

Registered advisers within 25 miles of Shelby, NC.

Offices

71

Firms

27

Combined AUM

$6.99T

Firm-wide filings, not assets booked only here

Clients

857K

856,898 clients when Item 5C has a number

Avg / client

$8.16M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

107 E Grover St
SHELBY, NC 28150

EDWARD JONES

1235-1 FALLSTON RD
SHELBY, NC 28150

EDWARD JONES

201 N Morgan St
Shelby, NC 28150-4430

LPL FINANCIAL LLC

201 S. WASHINGTON ST., STE 102
SHELBY, NC 28150

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

310-2 EAST GRAHAM STREET
SHELBY, NC 28150

STATE FARM INVESTMENT MANAGEMENT CORP.

941 E Marion Suite 1
Shelby, NC 28150

MML INVESTORS SERVICES, LLC

523 S DeKalb St
Shelby, NC 28150

EDWARD JONES

1105 EAST DIXON BLVD SUITE 4
SHELBY, NC 28152-6839

EDWARD JONES

1427 E MARION STREET SUITE F
SHELBY, NC 28150

WELLS FARGO CLEARING SERVICES, LLC

1610 E MARION ST STE 150 LAKESIDE COMMONS COMPLEX
SHELBY, NC 28150

CREDIT UNION INVESTMENT SERVICES

1729 E Dixon Blvd
Shelby, NC 28150

EDWARD JONES

651 SOUTH POST ROAD
SHELBY, NC 28152

EDWARD JONES

217 EAST MAIN ST
CHERRYVILLE, NC 28021

11.4 miles away

CREDIT UNION INVESTMENT SERVICES

2104 Shelby Rd
Kings Mountain, NC 28086

11.8 miles away

EDWARD JONES

407 W KING ST SUITE 3
KINGS MOUNTAIN, NC 28086

14.6 miles away

EDWARD JONES

203 SOUTH BATTLEGROUND AVE
KINGS MOUNTAIN, NC 28086

14.9 miles away

EDWARD JONES

307 B EAST KING ST
KINGS MOUNTAIN, NC 28086

15.2 miles away

EDWARD JONES

301 W CHEROKEE ST STE D
BLACKSBURG, SC 29702-1557

15.7 miles away

COMMONWEALTH FINANCIAL NETWORK

294 South Broadway
Forest City, NC 28043

16.2 miles away

EQUITABLE ADVISORS, LLC

115 CHERRY MOUNTAIN STREET
FOREST CITY, NC 28043

16.3 miles away

Firms

LPL FINANCIAL LLC

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREDIT UNION INVESTMENT SERVICES

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE ADVISORS, LLC

Investors

PHILLIP WALLACE POSTON

Garrett Scott Sharp

Adam Kevin Larsen

RICHARD JASON WINN

RICHARD DALE WINN

Jackson Reid Wilson

PATRICK LAWRENCE MAUNEY

ROBERT GRAHAM PITT

KATHLEEN ELIZABETH BRIDGES

Wade Phillip Hartman

THOMAS ALLAN MCNICHOL

Stephen Lee Price

Jamie Burgin Richard

Sara Anne Richard

SHEILA D DOBBINS

LACEY FORE BEAM

JAMES MONROE TAPP

NICHOLAS MCNEILL CATO

Jonathan Merrill Rhodes

Brentley William Jenkins

Tony Randall Walker

Joshua R Shelton

Jack Wayman Buchanan

Brooke D Duncan

Samuel Walker Gault

Mason Layne Standridge

Tracy Armstrong Faucette

Bradford Thorne

NICHOLAS HAYES ELLIOTT

Within 25 miles of Shelby, NC, Best Investors lists 27 registered investment advisory firms with 71 offices nearby, managing about $6.99T in combined regulatory AUM across 856,898 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 Shelby

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM