Best financial advisors in Waco, NC

Registered advisers within 25 miles of Waco, NC.

Offices

106

Firms

35

Combined AUM

$7.07T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,154,953 clients when Item 5C has a number

Avg / client

$6.12M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

217 EAST MAIN ST
CHERRYVILLE, NC 28021

EDWARD JONES

1235-1 FALLSTON RD
SHELBY, NC 28150

EDWARD JONES

1427 E MARION STREET SUITE F
SHELBY, NC 28150

WELLS FARGO CLEARING SERVICES, LLC

1610 E MARION ST STE 150 LAKESIDE COMMONS COMPLEX
SHELBY, NC 28150

STATE FARM INVESTMENT MANAGEMENT CORP.

941 E Marion Suite 1
Shelby, NC 28150

CREDIT UNION INVESTMENT SERVICES

1729 E Dixon Blvd
Shelby, NC 28150

LPL FINANCIAL LLC

107 E Grover St
SHELBY, NC 28150

EDWARD JONES

651 SOUTH POST ROAD
SHELBY, NC 28152

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

310-2 EAST GRAHAM STREET
SHELBY, NC 28150

LPL FINANCIAL LLC

201 S. WASHINGTON ST., STE 102
SHELBY, NC 28150

EDWARD JONES

201 N Morgan St
Shelby, NC 28150-4430

MML INVESTORS SERVICES, LLC

523 S DeKalb St
Shelby, NC 28150

EDWARD JONES

1105 EAST DIXON BLVD SUITE 4
SHELBY, NC 28152-6839

CREDIT UNION INVESTMENT SERVICES

2104 Shelby Rd
Kings Mountain, NC 28086

EDWARD JONES

407 W KING ST SUITE 3
KINGS MOUNTAIN, NC 28086

EDWARD JONES

203 SOUTH BATTLEGROUND AVE
KINGS MOUNTAIN, NC 28086

EDWARD JONES

307 B EAST KING ST
KINGS MOUNTAIN, NC 28086

EDWARD JONES

841 W HIGHWAY 27
Lincolnton, NC 28092

11.5 miles away

MML INVESTORS SERVICES, LLC

218 W Main St
Lincolnton, NC 28092

12.4 miles away

EDWARD JONES

115 EAST MAIN STREET
LINCOLNTON, NC 28092

12.5 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CREDIT UNION INVESTMENT SERVICES

LPL FINANCIAL LLC

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

MML INVESTORS SERVICES, LLC

Investors

Brentley William Jenkins

Garrett Scott Sharp

Jamie Burgin Richard

Sara Anne Richard

SHEILA D DOBBINS

LACEY FORE BEAM

JAMES MONROE TAPP

KATHLEEN ELIZABETH BRIDGES

NICHOLAS MCNEILL CATO

PHILLIP WALLACE POSTON

Jonathan Merrill Rhodes

Jackson Reid Wilson

PATRICK LAWRENCE MAUNEY

ROBERT GRAHAM PITT

RICHARD JASON WINN

RICHARD DALE WINN

Adam Kevin Larsen

Wade Phillip Hartman

THOMAS ALLAN MCNICHOL

Stephen Lee Price

Tony Randall Walker

Joshua R Shelton

Jack Wayman Buchanan

Brooke D Duncan

Samuel Walker Gault

Cooper Bumgarner

Michael Talbott Macomson

JOSEPH MUNDY RHYNE

Candance Bryan Heavner

Within 25 miles of Waco, NC, Best Investors lists 35 registered investment advisory firms with 106 offices nearby, managing about $7.07T in combined regulatory AUM across 1,154,953 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 Waco

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM