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Best financial advisors in Wake Forest, NC

Registered advisers within 25 miles of Wake Forest, NC.

Offices
708
Firms
270
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,175,634 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
ALTRIUS CAPITAL MANAGEMENT, INC.
G. A. REPPLE & COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
CREATIVEONE WEALTH, LLC
LUCID WEALTH PLANNING LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.

Investors

Seth Adam Asbill
Timothy F Huber
JOHN NICKS MOBLEY
CHRISTOPHER CONNOR ROLF
David Joseph Brunswick
DAVID J BRUNSWICK
Blair Cashion Griffin
Catherine Marlow Easop
LAUREN CLARK TYNDALL
Gregory Dean Daniels
ANSELL HO NERI
KEVIN DANIEL VEVERKA
Anderson Browning Ray
Michael J. Baer
ROBERT LEE BARTON
JEFFREY M STEWART
DAVID MITCHELL TWIDDY
GREGORY DANA WEISS
FREDENA JAMES
Jazmine Stewart
Mark Joseph Obrien
Lyben Hizkias
MICHAEL ANTHONY SHOVLAIN
ANDREW RORY PREDDY
Samuel Bogaczyk
Rudy J Stulc
Danny Bostic
Darryl Banks
Lucas C Gooding
Caroline Marie Gooding
Kristina Maria Paget
DANIEL CRESWELL
Thomas G Piper

Within 25 miles of Wake Forest, NC, Best Investors lists 270 registered investment advisory firms with 708 offices nearby, managing about $19.4T in combined regulatory AUM across 3,175,634 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 Wake Forest

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 CAPTRUST 963 advisers $1.24T 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