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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greensboro, NC

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

The short answer

517 registered advisors work in Greensboro; the most are at LPL Financial LLC (42). 113 list the CFP designation and 393 are also registered broker representatives.

Firms with the most advisors in Greensboro

FirmAdvisors in Greensboro
LPL Financial LLC news42
Merrill Lynch, Pierce, Fenner & Smith Incorporated news37
Wells Fargo Clearing Services, LLC news27
Edward Jones news26
Valic Financial Advisors, Inc.23
Ameriprise Financial Services, LLC news21
Strategic Advisers LLC16
Smith Salley Wealth Management14
Cetera Investment Advisers LLC news13
Truist Advisory Services, Inc. news13
Raymond James Financial Services Advisors, Inc. news12
Stifel, Nicolaus & Company, Incorporated news12
Osaic Wealth, Inc. news11
Davenport & Company LLC10
Oppenheimer & Co. Inc. news9
Credit Union Investment Services8
Raymond James & Associates, Inc. news8
State Farm Investment Management Corp.8
Hightower Advisors, LLC news7
Intercarolina Financial Services, Inc.7
UBS Financial Services Inc. news6
1808 Capital Partners5
Charles Schwab & Co., Inc. news5
Financial Transparency5
Granville Capital, Inc.5

Advisors in Greensboro, A to Z (first 300 of 517)

CFP advisors in Greensboro →

Other cities in North Carolina

All of North Carolina →

Charlotte 4,345Raleigh 1,727Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston 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 Greensboro, NC?

517 investment adviser representatives are registered at firm offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 393 of them are also registered as broker representatives, and 113 list the CFP designation.

Which firm has the most financial advisors in Greensboro?

LPL Financial LLC, with 42 registered advisors in Greensboro, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 37.

How do I check a financial advisor in Greensboro?

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.