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Best financial advisors in Statesville, NC

Registered advisers within 25 miles of Statesville, NC.

Offices
123
Firms
49
Combined AUM
$9.51T
Firm-wide filings, not assets booked only here
Clients
1.13M
1,132,750 clients when Item 5C has a number
Avg / client
$8.39M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
SPARK ASSET MANAGEMENT GROUP
STONEX ADVISORS INC.
OPUS FINANCIAL ADVISORS, INC.
MASTERS TAX AND FINANCIAL PLANNING LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
THOMPSON WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Investors

Russell D Ahlers
Kayla Reed Smith
Noah Hollowell
James Lawrence Magee
NICOLAS LEE GILLIAM
ZACHARY DAVID PAYNE
BRENT CURTIS BOWMAN
DAVID LEGRAND PAYNE
Joel Torres
Dorthy Nichole Hilt
TIMOTHY JOHN BAIN
ERIC CHRISTOPHER SIDES
NINA STAPLES LLOYD
Nilsa Michelle Daniel
JANNA MICHELLE DEEGAN
LISA HALL FOX
JAMES TERRY STAPLES
MARY TURNER MASTERS
Donald Melvin Masters
ELI ABRAM FLORES
ASHLEY KELLY PHARR
TOU YANG
James William Shoobridge
Brian Jarrett Sohovich
Elizabeth Steele Rankin Dailey
Kelsey Oliver Sowers
William J Dixon
William Paul Morgan
BARBARA DELLINGER WITTEBORN
Scarlett s Chapman
Deneen Danner Wells
Steve Ray Englebert
Sarah Elizabeth Mangan
RUSSELL BRIAN WINTHROP
Samuel Richard Reavis
SHAWN MICHAEL FLEMING
JOHN GREGORY STEVENSON
JENNIFER Dayle Walker

Within 25 miles of Statesville, NC, Best Investors lists 49 registered investment advisory firms with 123 offices nearby, managing about $9.51T in combined regulatory AUM across 1,132,750 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 Statesville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM