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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC
PROSPERA FINANCIAL SERVICES, INC.
SAPERE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
ALLSTATE FINANCIAL ADVISORS, LLC
ALLUVIAL WEALTH MANAGEMENT
TASSEL CAPITAL MANAGEMENT, INC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
APRIO WEALTH MANAGEMENT, LLC
FOUNDERS FINANCIAL SECURITIES LLC

Investors

Michael Thomas Carew
Matini Oluwarotimi Baruwa-Etti
ROBERT KEITH TILSON
MARIA LUISA MARKS
Ryan Stanislawski
THOMAS GARRISON BAYSINGER
Rolando Fernandez
ANDREA J HARGETTE
PAUL M BROWN
ZUZANA AMBROVA
LARRY PARKER
MICHAEL MARTIN FITZGERALD
KATRINA KERR HAYES
Joseph M Brooks
KATHLEEN M FOCHT
MATTHEW WILLIAM SPEAR
SCOTT PATRICK TREASE
CARLTON ELMER DIXON
JOSEPH M MILANO
DENNIS PATRICK LYNCH
BRIAN EDWARD STREEM
CRAIG HARVEY DONOVAN FIELD
WILLIAM BOROUGHS ERTEL
BRADLEY PALMER KENDALL
Susan Jackson Kelly
CARLTON WHITMAN
DUNCAN GRAHAM WILSON
Elizabeth Younts
GRAHAM JOHN WILSON
Desiree Dawn Dufresne
PHILLIPE ALEXANDER TOUPIN
JOHN ANDREW BLY
KRISTINA LYNN PYLE
BRADLEY PHILLIP KELLEN
DAVID REID

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