Best Investors Account Sign in

Best financial advisors in Stacy, NC

Registered advisers within 25 miles of Stacy, NC.

Offices
21
Firms
13
Combined AUM
$3.72T
Firm-wide filings, not assets booked only here
Clients
429K
428,618 clients when Item 5C has a number
Avg / client
$8.69M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Investors

CLARK NAYLOR CALLAWAY

Within 25 miles of Stacy, NC, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $3.72T in combined regulatory AUM across 428,618 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 Stacy

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM