Advisor directory / North Carolina

Financial advisors in Summerfield, NC

9 active registered advisors in Summerfield, NC — part of 11,152 across North Carolina.

The largest firms in Summerfield

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

Anna K LancasterEdward Jones · Summerfield
Colon Ray KnightEdward Jones · Summerfield
Darryl Cermak-SerfassIndependent Advisor Alliance, LLC · Summerfield
James David GarrisonEdward Jones · Summerfield
Janice WuebkerStrategic Advisers LLC · Summerfield
John Richard MazzaAmeritas Advisory Services, LLC · Summerfield
Kevin A PattmanEdward Jones · Summerfield
Kyle AndersonAmeritas Advisory Services, LLC · Summerfield
Robert James OhanlonCambridge Investment Research Advisors, Inc. · Summerfield

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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