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Best financial advisors in Unionville, NC

Registered advisers within 25 miles of Unionville, NC.

Offices
727
Firms
305
Combined AUM
$20.9T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,749,998 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
BLUEPRINT FINANCIAL ADVISORS
MIAI, INC.
LPL FINANCIAL LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
MML INVESTORS SERVICES, LLC
VALMARK ADVISERS, INC.
CARDINAL COMPANIES, LLC
MBL ADVISORS
EAGLE WEALTH MANAGEMENT GROUP INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
RPO WEALTH PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
PRINCIPAL ADVISED SERVICES
PRINCIPAL ASSET MANAGEMENT

Investors

WILLIAM DAVIS SIMMONS
Charles Blake Agnew
BRIAN JOHN VERSEY
David L Rogers
MICHAEL L ALLISON
Graham Andrew Jones
JEFFREY MARLIN PHILLIPS
WILLIAM BRADLEY SMITH
BRYAN CARSON WOODELL
Andrea Louise Swope
DWAIN MICHAEL GULLION
Eric J Warren
Sarah Lee Davis
Jacob B Nagel
MICHAEL BRIAN KOMARA
LORI HOOPER HADDOCK
NOEL ZERNA CAJIGAS
LARRY WAYNE DEYOUNG
ROBERT MALLORY FREEMAN
Luis Miguel Dieguez
STEVEN JOHN MROZEK
CHRISTOPHER B. KEMPER
PATRICK JAY GALVIN
MARVIN BRENT MORSE
Jonathan Hammond Gardner
ADAM SPENCER CAREY
Leah Grace Williams
ROBIN RENEE WOODELL
JOE BOYD JASPERS
DANEEN EVANA GIMSON
Joelle Walker
Neal Wesley Miller
John Hampton Hodge
RYAN FITZPATRICK PLATT
ANDREW TAYLOR SPAFFORD
DAVID VINCENT COVE
EDWIN BRUTON PEACOCK
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
Andrew Calvin Sumallo
Gregory E Marsh
Aaron Michael Kauffman
Jeffrey Martin
Lisa Ann Bowers
GLORIA ARSONIA POTTS
KARA LEIGH SCHAB
MARIBEL PEREZ
SUSAN ANN KLECZKOWSKI
SHAWN JAY BEDFORD
MARK ROBERT FRY
DEBORAH R REYNOLDS
KRISTIN E HALL
Norman Frank Pierce
JULIE MARIE BABCOCK
KRISTIN MOYER ANDREWS
DONALD STEVEN BROVICK
RACHAEL MARIE MCKELLAR
ALYSHA MARIE HUMBERT
Holly Willis Onda
LEONARD ELLWOOD BARWICK
LESLIE ANN ARCURI
PAUL CHRISTOPHER SCHREIBER
Michael Enriquez
BARRY WILLIAM STOEY
GARY NORMAN STEWART
Brian P Barnes
Brandy Marie Burgess
CASEY T HEPBURN
Jonathan W Mathews
Alixis Ivana Roccia
Zachary Shibe Macfarland
Marcus James Stotts
Richard Andrew Rust
Evan Charles Normile
Dalton Christopher Thiem
Connor John Tuerlings
Schuyler Brian Hughes
Gregory Klibanov
Charles Rudolph Walters
TIMOTHY E MOORE
WILLIAM ROBERT GRACE
LAURA JEANNINE FELLOWS
ANDREW JACOB PAROW
Neill Parker Nelson
John Barlow Moore
Derek William Ahrens
Jack K Bush
Jared M Daeschner
Andrew C Harris
Ann-Marie Ladnier
John Michael Jacobsen
Matthew James Marcus
Nathan Walker Antonik
David Matthew Stortz
MATTHEW A GOOCH
William Erik Swecker
Jake Allen Gregory
Cameron Joe McKee
JERRICA SELINA MELVINA JOHN
Amari Odell Quick
AMANDA LOUISE PRITCHARD
Jacob Albert Smith
Richard Clark
Alex Emery Joseph
Madison Lynn Hopkins
Caden Jay Minnich
Malachi Eli Stille
NATHAN Daniel D'ERMINIO
Sean O'Malley
ANTHONY BLAKE HOOD
Jennifer L. Graves
Grace Klopstad
JASON ROBERT SHAMMAS

Within 25 miles of Unionville, NC, Best Investors lists 305 registered investment advisory firms with 727 offices nearby, managing about $20.9T in combined regulatory AUM across 3,749,998 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 Unionville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM