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Best financial advisors in Sophia, NC

Registered advisers within 25 miles of Sophia, NC.

Offices
307
Firms
105
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,545 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
EQUITABLE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
MWA FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

COLLEEN DOWNEY MITCHELL
Scott Kenneth Kauffman
KIMBERLEY ANN ALDRICH
CORNELIUS GRIFFIN
BRITTANEY LEIGH
JOHN MICHAEL MCNEELY
SCOTT H. ALLEN
Preston Alan Russell
BRETT LEE THOMAS
JOSEPH GALE THOMAS
Mark Edward Grantham
STEVE DEAN WILLIAMS
NEIL COLLIN RABB
Tyler Hickernell
RONALD ARTHUR WOODY
Kenny Jack Kidd
Jay Derry Brownfield
Erica Hayes Miller
PHILIP ANDREW LAHR
Caroline Stover Lupo
ROGER LEE MABE
JASON TODD ORTIZ
John Matthew Dye
Jeffery Scott Hayes
JEFFREY ADAM FULLER
Daryn Ray Trogdon
Kevin Harold White
Christopher Alan Johns
SCOTT BRYAN GARNER

Within 25 miles of Sophia, NC, Best Investors lists 105 registered investment advisory firms with 307 offices nearby, managing about $13.0T in combined regulatory AUM across 2,342,545 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 Sophia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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