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Best financial advisors in Wendell, NC

Registered advisers within 25 miles of Wendell, NC.

Offices
563
Firms
211
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,123,807 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CREDIT UNION INVESTMENT SERVICES
LINCOLN INVESTMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Investors

Lesia Straughn McKenzie
Benjamin Stuart Pierce
MERRI LYNNE MORGAN
ALFREDO CAMARGO
Prescott Lewis Padgett
Katie Lee Johnson Smith
QUINTON RAMSEY RANNELLS
JALYN MALIK THORPE
Jennifer Howard Evans
DONALD WITT HADLEY
DONALD FORD HADLEY
Chadwick Graham Wester
Aaron Siegel
Paul Jeffrey Tucker
Ithianell Goire Delbrey
Jovana Romero Hernandez
LUKE HOPKINS
CHRISTOPHER RAYNIEL DIAZ
Robert Lee Dunn
Amber Nichole Clos
MATTHEW WYATT MCNEILL
Aurea Estelle de la Cruz Wangerien
MICHAEL SCOTT PARRISH
MICHAEL JOSEPH YOUNG
ERIK EMMANUEL RODRIGUEZ-LOPEZ

Within 25 miles of Wendell, NC, Best Investors lists 211 registered investment advisory firms with 563 offices nearby, managing about $18.8T in combined regulatory AUM across 3,123,807 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 Wendell

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