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Best financial advisors in Stanley, NC

Registered advisers within 25 miles of Stanley, NC.

Offices
841
Firms
318
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,744,805 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED CAPITAL FINANCIAL ADVISORS
CONCURRENT INVESTMENT ADVISORS, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
ADHESION WEALTH ADVISOR SOLUTIONS
NOVARE CAPITAL MANAGEMENT
STRATHMORE CAPITAL ADVISORS
ASSETMARK, INC.
J.P. MORGAN SECURITIES LLC
MBL ADVISORS
EAGLE WEALTH MANAGEMENT GROUP INC.
MML INVESTORS SERVICES, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC
CLIENT FIRST INVESTMENT MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HAYDEN HARPER WEALTH ADVISORY, LLC
ATTICUS CAPITAL ADVISORS LLC

Investors

MICHAEL J ORTIZ
RAND KENDRICK GORDON
DUNCAN CLIFF PORTER
JOHN ANDREW CAPETS
EUGENIO RIZZO
KIMIA MOUSAVI STEED
DANIEL BRENDAN MULVEY
Vincent Scott Lewis
Holly Lobprise
SCOTT HAUSER FEWIN
JONATHAN Samuel SHARPE
David Raine
JOHN MICHAEL MENSER
Laura Lattimore Kido
JOHN WHITFIELD WILKS
Sophie Hanny Young
JAMES STATES LEE BAYNARD
CHRISTOPHER TODD PATTON
JAMES RUSSELL HARLOW
CYNTHIA HALL BERNART
ANDREW EDWARD FISHER
CHARLES ALEXANDER DANN
ERIC Richard LOCKERMAN
John Victor Ryan
Nicholas Robert Lloyd
Cameron Dean Amos
BRIAN ALTON RUDISILL
LINDA LATHAN WALDEN
ZACHARY DANIEL HUNEYCUTT
DANIEL JAMES O'ROURKE
ROBERT DAVIS KERNODLE
JULIA MARIE MARTINELLI
JOHN CHARLES KERNODLE
WILLIAM GRAY KERNODLE
EDWARD MAX STROMAN
VERNON Kirkland STEWART
Ryan John-Boedges Godier
Yvette Brown
ERIN KAY WOOD
AUSTIN Harold LEWIS
Kevin Lee Pollard
Avtandil Surmava
EDWARD NEAL DEATON
Brian Joseph Gift
Thomas Mack
Jonathan Warner Dry
Miranda Faith Silinski
Michael Andrew Grimes
LUTHER AMOS LOCKWOOD
William Read Morton
TAYLOR CHRISTOPHER WADE
WILLIAM LUTHER PIERCE
RANDALL CARLISLE NEWTON
John Hampton Hodge
RYAN FITZPATRICK PLATT
ANDREW TAYLOR SPAFFORD
DAVID VINCENT COVE
Robert Neil Maxson
Dianne Castillo Eller
BRIAN K WALLACE
Muni Dev Bhambri
VIKTORIA KATHRYN BUNKOVSKY
Hailey Nichole Grooms
Nolan Knute Pehrson
Angelo Joseph Lagriola
IAN THOMAS MCMILLAN
ANNETTE TURNER BURKHARD
SCOTT CARMEN CANNADY
MICHAEL DAVID FOX
JOHN WHITNEY TEED
GARRETT DAVID JENKINS
ROBERT DAMON COLEY

Within 25 miles of Stanley, NC, Best Investors lists 318 registered investment advisory firms with 841 offices nearby, managing about $22.3T in combined regulatory AUM across 3,744,805 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 Stanley

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM