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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

INTEGRITY ADVISORY SOLUTIONS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
TRUIST ADVISORY SERVICES, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
PFS INVESTMENTS INC.
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC

Investors

DOUGLAS RUSSELL EVERETT
ERIN LYNCH COCKMAN
Robert Grandison Cockman
Joshua Martin
MICHAEL CARSON SHOFFNER
LARRY MILTON WARE
J. BRIAN GLAZE
ANDREA NICOLE COCKERHAM
Graham Harding Moore
Mallory Ann Storrie
MARK DOUGLAS WEAVER
SUSAN DALE FINLEY
Rodney Eric Pack
Jonathan David Foster
GABRIEL ISAAC LINDEEN
SAMANTHA CAMILLE MCDEVITT
JASON CHRISTOPHER COOK
Josiah C White
Paul Douglas Burns
BRIAN SHAWN CLAYTON
Johnny Butler Campbell
John Henly Chaulklin
JAN MICHELLE WILLIAMS
Andrew Bryce Reynolds
Joel Williamson
KRISTIN Vincent MOORE
Michael E Vatter
Dajuan Stephen Taylor
Ursula McAllister Strong
Jacqueline D King
JOSEPH ROBERT VARTANIAN
Joanna Bryant Smith
ROY SHERWOOD GREER

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