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Best financial advisors in Staley, NC

Registered advisers within 25 miles of Staley, NC.

Offices
182
Firms
74
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.25M
2,246,615 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
PROVIDENT WEALTH MANAGEMENT
VALIC FINANCIAL ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SILVER OAK SECURITIES, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
ATLANTIC UNION MUNICIPAL ADVISORS, INC

Investors

Joseph Clark Hampton
LAURA C COLLINS
KATRINA MICHELLE STALLS
CYNTHIA DENISE REAVIS
Matthew Chase Johnson
James Henry Johnson
James H Capps
Eric J Crowl
MICHAEL Douglass JONES
ADAM TYLER PARKER
Alexander Craig Durham
Sharlene Stanley-Martin
Charles Edward Morgan
SHANNON MIGUEL HARRIS
JOHN ROSS BELLINGHAM
William Thomas Austin
Kacie N Loye
STANLEY WILLIAM SMITH
Brooke Thornton Carpenter
James Hayden Fleming
Matthew Wyant Garcia
BETTY PARRISH ANDREWS
WILLIAM CAMPBELL FISHER
RICHARD NORTHRUP FISHER
TIMOTHY REID BOLINGER
LOGAN GREY SHARPE
RACHEL ELIZABETH WALSTON
Walter Steven Yates
Alec Lloyd
Ronald Craig Smith
STOWE NIXON PARKER
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
Brian William Spangler
KEVIN LEE COOK

Within 25 miles of Staley, NC, Best Investors lists 74 registered investment advisory firms with 182 offices nearby, managing about $12.3T in combined regulatory AUM across 2,246,615 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 Staley

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