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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

CREDIT UNION INVESTMENT SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FLORIDA FINANCIAL ADVISORS, LLC
GIBBS WEALTH MANAGEMENT, LLC
GLOBAL STRATEGIC NEXTGEN OCIO
FINDICIA, INC.
EP WEALTH ADVISORS
STERLING CAPITAL MANAGEMENT LLC
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JOSHUA ERIC HART
TENESHA THOMPSON CARTER
Jeremy Allen Smith
Michael Alan Boedeker
AIRIS ALEXANDER ABOLINS
MATTHEW ALLEN HAMILTON
Andrew M Johnson
JONATHAN DURWARD JONES
STACEY JUNE WADDELL
KIMBERLY HEISER MACINNES
MARTHA KATE SMITH
STEPHEN SANFORD PIERCE
DOUGLAS ANDREW PAYNE
Paula Ali
Ryan Allen Walton
Shamyra Shanori Newton
Miranda Rose McNeil
Megan Elena Daniel
KRISTA BRACKIN LOEW
LAURA JONES TOVAR
JOSHUA STEPHEN SHELLMAN
SEAN PATRICK BRENNAN
Joseph Earl Barnes
Jonathan Ashton Miller
Martin Caswell Hefner
Connor Harris Newsome
James Erwin Johnson
Antonio Navarro
Candace Rose Lindeberg
Steven Daniel Gray
SIARHEI HORBACH
Joshua Ambrose Barker
AMANDA MORGAN ENGLISH
JOHN BRANDON WHALEY
LAURA ASHLEY NORTHCUTT
KIMBERLY DAWN PITTMAN
LOGAN SCOTT PRICE
PETER BOYETTE SIMMS
KEENAN RONALD HALL
KEVIN MICHAEL FURR
Sarah McClain
JESSICA C LAMB
Tyler Oliver Lindsey
Dillon George Donechie
Charles Adelbert Trafford
Miller Towson
Logan Earl Davison
Sufia Farooqi
Peter Michael Ridgway
Remington Aaron Cox
Seth Loren Goldschmidt
Jonathan Yueze Wu
Evan Joseph Francis
Michael Pilotos
ROY LEIGH RAY
MATTHEW KEITH UNDERWOOD
Bret Parker Miller
REBECCA VELENA PATEL
TIMOTHY ANDREW SARGENT
ANTHONY GERARD DELUCIA
NICHOLAS E GLENN
STEPHEN MILTON HOLLOMAN
DANIEL WADE MCCALL
William Scott Faircloth
JANE GOELLNER WATSON
SCOTT ALLEN STEPHENS
MARK EDWARD GOODING
JOHN WILLIAM SWINDELL
ANDREW BRIAN ORR
LEVENTE FERENC ZSUPPAN
ROBERT REAVES GREER
MICHELLE JENKINS MCNAMARA
REED ZIEMIANSKI
FREDERICK MORTON HIGHT
BRANNON THOMAS LAMBERT
Parker Joseph Szarek
Linda Michelle Bumgarner

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