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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

EQUITABLE ADVISORS, LLC
TD PRIVATE CLIENT WEALTH LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
CREATIVE PLANNING
LPL FINANCIAL LLC
CREDIT UNION INVESTMENT SERVICES
ON INVESTMENT MANAGEMENT CO
JANNEY MONTGOMERY SCOTT LLC
MORGAN STANLEY
SOFI WEALTH LLC
SPARTA WEALTH PARTNERS
PROVIDENCE CAPITAL ADVISORS, LLC
HERITAGE CAPITAL PARTNERS,INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
SILVIS FINANCIAL
MOORE INVESTMENT PARTNERS, LLC
HOLLAND CAPITAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

BRADLEY STEVEN TURNER
LEO SBARDELLA
PETER D. SENICK
Andrew David Sbardella
Matthew Johnson Lester
Matthew Harold McDonough
Alexander Bryce Weinberg
Samuel Franklin Stringfellow
Evan Michael Ferguson
WINSTON MATTHEW HUIE
ROBERT LEONARD CRIGLER
AMY JO SCHLAGER
TRACY NICOLE LEVERING
EMILY EWING HARRIS
DANIEL G. MADAY
ADAM HOWARD SNELLING
David Wilburn
Emily Satterlee Morreale
Justin D Long
CLAYTON LEE WISE
Nicholas James Walder
Tanner Fox Howell
Derek Kucharski
Andrew Garcia-Rico
Ethan Michael Rahrig
Cooper Benjamin Gower
Jake Louie Gargano
Andrew James Plate
Stephen Mann
Matthew Arthur Thibault
WILLIAM FRANK SOLOMON
STEPHEN M POULTON
BENJAMIN SLONE
Michael Claiborne
Phoebe Sarang Son Oh
Lauren Barricklow
Clay Tyler Patterson
Dylan Sy Kidd
BENNER BITTINGER CRIGLER
Montserrat Deyanira Mendez Prudente
William R Santucci
Nathan Lawrence Barbieri
Tayisiya Levandovska
Artem Kuehnel
Lane Olivia Helt
Jacob Charles Strickland
COLE CONNER
Mark Capecci
Brenton William Simonson
CHRISTOPHER MICHAEL GARRETT
Zachary McDonald
ROGER THERON MCDONALD
MARK STEPHEN BOYNTON JR
Troy Johnson Moore
William Petty
MARGARET NELSON KEITH
TONYA LYNN MCMAHON
Shawna D Norris
JASON RICHARD WOLFF
CHAD MATTHEW KUPREANIK
NOEL FRANKLIN SIMONS
Katie R Morgan
MATTHEW JOHN KALAJIAN
Alyssa Elena Carrera
Timothy Smith Jones
MARY KEATING BENNETT
DEIDRE T. CALDWELL
WILLIAM TRAVIS MCCOLLUM
THOMAS EDWARD HICKS
Kathryn Mary Bunn
GORDON LYNN MATTOCKS
Erin Margaret Carpenter
JAMIE HALBIG
MICHAEL ROBERT SMITH
Jose Daniel Giraldo
NATHANIEL JOHN WINELAND
ELIZABETH GAINES MITCHELL
ALBERT FRANCIS GRENERT
RICHARD WILLIAM MORROW
MELISSA HALL MITCHELL
LISA JOY McCONNELL
Christopher Byron Graper
JOHN ELLIOTT RILEY
Philip Michael Stacks
MATTHEW KUPREANIK
CHRISTOPHER DANE MAHONEY
STUART MICHAEL SINGER
JONATHAN KENT GANZERT
ROBERT LOUIS STILES
CAROL ANN MANSOUR-EZZELL
ANDREW MILTON KISTLER
Robert Thomas Rose
JAMES DYLAN PARADISE
ROBERT WILLIS SUDDRETH
JAMES JOSEPH LILLEY
Madison Rosenberg
BRIAN G GREEN
Curtis Mason
JONATHAN EDWARD BRACKIS
KYLAN LAMONT SMITH
Lisa K Leavy
Kelly Diane Williams
Helen A Smith
Jami Liebl
DAVID BLAIR THOMPSON
Lori Fleischhacker Copeland
THOMAS J RANDT
Ori Elyse Boucvalt
Jamie Myers Esler
Joseph Bear Bogdan
Jackson J Klein
Kristopher Alexander Roper
THOMAS MICHAEL SEARSON
STEPHEN PATRICK RATCLIFFE
BRIAN SUMMERS JONES
MELISSA STEWART WALL
BRIAN P ALDERSON
BRIAN MICHAEL HUFF
David Huff
LOY DURANT THOMPSON
Keith Michael Nowokunski
Zachary Graham Wagner
EMILY CORINNE NORFLEET HITER
APRIL MARIE OLIVER
HOGAN MCCLAIN FULGHUM
Gregory McDonald
Daniel Paul Vey
Riann Knight Barlow
CHRISTOPHER PAUL WOODS
Jason Nix Moore
Nicholas Arthur Nielsen

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