Advisor directory / North Carolina

Financial advisors in Highlands, NC

4 active registered advisors in Highlands, NC — part of 11,152 across North Carolina.

The largest firms in Highlands

Ranked by the assets they manage.

T. Rowe Price Associates, Inc.3 advisors · $2.2T
Morgan Stanley351 advisors · $2.0T
Merrill Lynch, Pierce, Fenner & Smith Incorporated880 advisors · $1.8T
Strategic Advisers LLC703 advisors · $1.4T
Captrust108 advisors · $1.2T
Dimensional Fund Advisors LP10 advisors · $1.0T
Edward Jones959 advisors · $1.0T
UBS Financial Services Inc.238 advisors · $916B
LPL Financial LLC594 advisors · $819B
Invesco Advisers, Inc.1 advisor · $750B
Blackrock Investment Management, LLC4 advisors · $677B
Wells Fargo Advisors948 advisors · $671B

Advisors on file

Justin Andrew SoumaLPL Financial LLC · Highlands
Mary Beth BrodyAmeriprise Financial Services, LLC · Highlands
Theodore James LatimerSteward Partners Investment Advisory, LLC · Highlands
Todd Donald HolderEdward Jones · Highlands

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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