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Best financial advisors in Youngsville, NC

Registered advisers within 25 miles of Youngsville, NC.

Offices
486
Firms
192
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,123,392 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MOLOKAI INVESTMENT MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
G. A. REPPLE & COMPANY
ALTRIUS CAPITAL MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
PEAK WEALTH GROUP LLC
CREATIVEONE WEALTH, LLC
LUCID WEALTH PLANNING LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

James Anthony Staples
Caroline Staples
Gabriel Warren Bowman
William C Gass
Landon Drew Cross
Lyben Hizkias
Mark Joseph Obrien
David Joseph Brunswick
DAVID J BRUNSWICK
Blair Cashion Griffin
Catherine Marlow Easop
LAUREN CLARK TYNDALL
CHRISTOPHER CONNOR ROLF
Gregory Dean Daniels
JUSTIN STORM THIGPEN
ANSELL HO NERI
RYAN SINGLETON COPLEY
REID JOHNSON TWINE
JOHN NICKS MOBLEY
Thomas G Piper
ANDREW GILBERT LYNCH
Valerie Carol Massengill
ROBERT LEE BARTON
JEFFREY M STEWART
DAVID MITCHELL TWIDDY
KEVIN DANIEL VEVERKA

Within 25 miles of Youngsville, NC, Best Investors lists 192 registered investment advisory firms with 486 offices nearby, managing about $18.7T in combined regulatory AUM across 3,123,392 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 Youngsville

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