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Best financial advisors in Waxhaw, NC

Registered advisers within 25 miles of Waxhaw, NC.

Offices
797
Firms
336
Combined AUM
$21.9T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,743,201 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSWOOD WEALTH ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
MCGEHEE WEALTH ADVISORY GROUP, INC.

Investors

STACI LYNN HOWELL
THOMAS EDWARDS GRIMM
DEREK Brian HERZER
FRANKLIN PARRISH SPARKMAN
MICHAEL EDWARD FRIEDMAN
GARY THOMAS COLLINS
Thomas A McLean
Jack D Kessel
MARC LEONARD LA VIGNE
ROBERT KEITH TILSON
MARIA LUISA MARKS
Ryan Stanislawski
Michael Thomas Carew
Matini Oluwarotimi Baruwa-Etti
Joseph L Smithers
Jonathan Charles Chow
BRETT OCONNOR
DAVID TRACY BOWMAN
MICHAEL PATRICK MEHLTRETTER
Christina Ostran Mehltretter
Alexis Thomas
Frederick Jerome Graves
Benjamin Marion Woodall
Robert Arthur Needham
BENJAMIN HOMER DENNING
Gabe Garrett Gregory
Dalton J Cunningham
Julie Thomas
Dwight House
Daniel James Bubbico
James Bernard McGehee

Within 25 miles of Waxhaw, NC, Best Investors lists 336 registered investment advisory firms with 797 offices nearby, managing about $21.9T in combined regulatory AUM across 3,743,201 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 Waxhaw

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