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Best financial advisors in Goldsboro, MD

Registered advisers within 25 miles of Goldsboro, MD.

Offices
81
Firms
58
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,443,044 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
PRINCIPAL SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
SAVANT WEALTH MANAGEMENT
LPL FINANCIAL LLC
LATTICE CAPITAL MANAGEMENT, LLC
ONYX BRIDGE WEALTH GROUP LLC
ORBIT
LONG ANGLE MANAGEMENT, LLC
BFO INVESTMENTS LLC
BANKERS LIFE ADVISORY SERVICES, INC.
STIFEL INDEPENDENT ADVISORS, LLC
MADERA TECHNOLOGY ADVISORS, LLC
VITALIZEVC MANAGEMENT, LLC

Investors

Ann Margaret Jacobs
CHARLES NEWLAND HUBER
JOHN JOSEPH CVACH
Perry David Price
Lindsay Kathryn Dougherty
Charles Wyatt Thurman
SANDRA LAWTER-OTOOLE
SCOTT CLAYTON CRAWFORD
Nataliya V Zook
RAYMOND FRANK BOOK
SCOTT RICHARD BROWN
RONALD PAUL VASCIK
CHRISTINE LAWRENCE
JUDITH ANNE PFLAUMER
John Joseph Noone
MATTHEW JASON BASILE
PAUL RANDALL MAYNOR
PATRICK THOMAS NOLAN
ROBERTS E. MCKELDIN
JEFFREY CLIFTON DRURY
KATY MACIELAG LIGHTBURN
John F Macielag

Within 25 miles of Goldsboro, MD, Best Investors lists 58 registered investment advisory firms with 81 offices nearby, managing about $10.3T in combined regulatory AUM across 2,443,044 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 Goldsboro

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM