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Best financial advisors in Siler City, NC

Registered advisers within 25 miles of Siler City, NC.

Offices
93
Firms
39
Combined AUM
$7.82T
Firm-wide filings, not assets booked only here
Clients
747K
746,840 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
CREDIT UNION INVESTMENT SERVICES
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC

Investors

Laura Marsh Clapp
Jonathon Reinhard Marsh
JOSEPH BENTON GRIFFITH
Anthony Cruz
Todd M Graddy
Chadwick Douglas Virgil
Shari Becker
Amanda Wood Klier
Blake Stewart
Kevin Christopher Maley
Clinton James Paul Chapman
JAMES AARON THOMAS
Daryn Ray Trogdon
Caroline Stover Lupo
John Matthew Dye
Jeffery Scott Hayes
JOHN THOMAS QUIGGLE
Eric Cameron Williams
JAMES BRADSHAW PARRISH
JOHN MICHAEL MCNEELY
SCOTT H. ALLEN
Preston Alan Russell
Tyler Hickernell
Jay Derry Brownfield
Erica Hayes Miller
Kenny Jack Kidd
RONALD ARTHUR WOODY
STEVE DEAN WILLIAMS
NEIL COLLIN RABB

Within 25 miles of Siler City, NC, Best Investors lists 39 registered investment advisory firms with 93 offices nearby, managing about $7.82T in combined regulatory AUM across 746,840 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 Siler City

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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