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Best financial advisors in Troutman, NC

Registered advisers within 25 miles of Troutman, NC.

Offices
304
Firms
99
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,987 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
INSPIRE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CROWN PRIVATE WEALTH, LLC
SPC
J.P. MORGAN SECURITIES LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CASTLE WEALTH GROUP
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST COMMAND ADVISORY SERVICES

Investors

Jeffrey Leonard Kerr
Penny Jean Paugh
MATTHEW ROBERT CONRAD
Theodore John DeLisi
WILLIAM CHARLES BRACKEN
AARON ANTHONY ANDERSON
JAMES CALVIN DENTON
MAXWELL FONTAINE
STACEY ELIZABETH POLITO
KELLY HOWARD CUTLER
TOU YANG
MARK ALLAN ROBBINS
Jamie Ellen Dugo
JOHN HANBY FOARD
WILLIAM NEAL KEARNEY
ALAN MORGAN
MARK BRENDAN SUMNER
Vachel Pennebaker
LARRY RICHARD JONES
RAYMOND HALSTEAD
MICHAEL FRANKLIN KLENCK
Angelique R Harris
Roy Enoch Boone
Monika MacManus Moore
MICHAEL PATRICK MCFADDEN
Jonathan Malone
Marc Wulf
Jay Michael Malick
Robert Michael Chester
John Patrick Lynch
ANNETTE TURNER BURKHARD
JEFFREY JOHN BULGER
Kimberley B Foster
JOSHUA EVAN MCNEIL
ROBERT M PALMER
Dianne Castillo Eller
William Robert Dunlop
BEDFORD JACKSON PLUMMER

Within 25 miles of Troutman, NC, Best Investors lists 99 registered investment advisory firms with 304 offices nearby, managing about $14.0T in combined regulatory AUM across 2,761,987 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 Troutman

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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