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Best financial advisors in Sherrills Frd, NC

Registered advisers within 25 miles of Sherrills Frd, NC.

Offices
326
Firms
102
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,799,965 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
INSPIRE ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CASTLE WEALTH GROUP
MML INVESTORS SERVICES, LLC
CROWN PRIVATE WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
VIRTUE CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

WILLIAM CHARLES BRACKEN
DARHYL RUSSELL PULLEY
THOMAS MILTON NORTH
KYLE J THOMAS
William Thomas Payne
Penny Jean Paugh
MATTHEW ROBERT CONRAD
Theodore John DeLisi
PETER CRESSY LIVINGSTON
ANNETTE TURNER BURKHARD
MICHAEL PATRICK MCFADDEN
Jonathan Malone
Marc Wulf
Jay Michael Malick
Robert Michael Chester
John Patrick Lynch
Angelique R Harris
Roy Enoch Boone
Monika MacManus Moore
JOHN HANBY FOARD
WILLIAM NEAL KEARNEY
Dianne Castillo Eller
JEFFREY JOHN BULGER
Kimberley B Foster
JOSHUA EVAN MCNEIL
ROBERT M PALMER
RAYMOND HALSTEAD
MICHAEL FRANKLIN KLENCK
LARRY RICHARD JONES
Vachel Pennebaker
Jamie Ellen Dugo
AARON ANTHONY ANDERSON
JAMES CALVIN DENTON
MAXWELL FONTAINE
STACEY ELIZABETH POLITO
KELLY HOWARD CUTLER
TOU YANG
MARK ALLAN ROBBINS

Within 25 miles of Sherrills Frd, NC, Best Investors lists 102 registered investment advisory firms with 326 offices nearby, managing about $14.6T in combined regulatory AUM across 2,799,965 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 Sherrills Frd

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM