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Best financial advisors in Wingate, NC

Registered advisers within 25 miles of Wingate, NC.

Offices
257
Firms
113
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.02M
2,024,483 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
BESPOKE CAPITAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.
MARQUISE WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATED PERFORMANCE INVESTMENT GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

BRANDON MARTIN
JACOB HILLYARD
PETER DI BLASI
CHASE ANTHONY GREESON
JEFFREY R LEICHMAN
NICHOLAS JAMES MUCCI
KATHERINE ELIZABETH FITZPATRICK
BENJAMIN HOLLIS
JOHN EDWARD FISCHER
MEGAN MAYNARD
JAMES A. BALDREE
KIANA LOPEZ
ZACHARY HAYES
ANDREW PERKINS
EVAN MATTHEW TIDWELL-WEINZIERL
CHRISTOPHER DAVIS EVANS
GEOFFREY COYNE
DUNG VAN ANH NGUYEN
Chancey Zifko
JENNIFER HATCHER BEAULIEU
MARC LEONARD LA VIGNE
Amy Cullipher Wlodyka
KENNETH ASA CULLIPHER
Breanna Lawson
ANDREW RYAN BARKER
JOHN BRUCE MORRILL
RONALD LEIGH LINDQUIST
KADER JON JOSEPH
Benjamin Chase Asseff
Jack D Kessel
BRADFORD MARK CORRIHER
Christopher Mattina
CHRISTOPHER DALE OVERBY
RONALD JEFFREY RICK
WILLIAM EDWARD SMITH
Edwin Javier Velasquez
Anthony Paul Folino
AUDREY SHANKIA SCOTT
JOHN GARY BENNETT
JESSICA RENEE SNYDER
DAVID ROUGEAU
KEVIN CHARLES ROHNER
CHINTAN MANAN MEHTA
RYAN STEVEN LIGHTFOOT
Peter Macklin O'Neal
JOHN MATTHEW PALKO
RANDOLPH Robert JACKSON
Thomas B. Alvis
MEGHANNE MARIE SVATOS
JAMES DENNIS RICE
MARK JOHN ANTONICH
Russell P Miller

Within 25 miles of Wingate, NC, Best Investors lists 113 registered investment advisory firms with 257 offices nearby, managing about $13.2T in combined regulatory AUM across 2,024,483 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 Wingate

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM