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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Asheville, NC

Every SEC-registered investment adviser representative at a firm office in Asheville, with the firms that employ the most of them.

259 registered advisors work in Asheville; the most are at Wells Fargo Clearing Services, LLC (27). 59 list the CFP designation and 185 are also registered broker representatives.

Firms with the most advisors in Asheville

FirmAdvisors in Asheville
Wells Fargo Clearing Services, LLC news27
Merrill Lynch, Pierce, Fenner & Smith Incorporated news23
Edward Jones news18
Morgan Stanley news13
Modera Wealth Management, LLC11
Oppenheimer & Co. Inc. news11
Truist Advisory Services, Inc. news10
LPL Financial LLC news9
Colton Groome Financial Advisors, LLC7
Robert W. Baird & Co. Incorporated news7
Beacon Pointe Advisors, LLC news6
UBS Financial Services Inc. news6
Cambridge Investment Research Advisors, Inc. news5
Charles Schwab & Co., Inc. news5
Credit Union Investment Services5
Northwestern Mutual Investment Services, LLC5
Raymond James Financial Services Advisors, Inc. news5
Act Advisors4
Cetera Investment Advisers LLC news4
Mercer Global Advisors Inc.4
RBC Capital Markets, LLC news4
Thrivent Investment Management Inc.4
First Citizens Investor Services, Inc.3
Forvis Mazars Wealth Advisors, LLC3
Joel Adams And Associates Inc.3

Advisors in Asheville, A to Z

CFP advisors in Asheville →

Other cities in North Carolina

All of North Carolina →

Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58Davidson 54

Questions

How many financial advisors are in Asheville, NC?

259 investment adviser representatives are registered at firm offices in Asheville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 185 of them are also registered as broker representatives, and 59 list the CFP designation.

Which firm has the most financial advisors in Asheville?

Wells Fargo Clearing Services, LLC, with 27 registered advisors in Asheville, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 23.

How do I check a financial advisor in Asheville?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.