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Best financial advisors in Albertson, NC

Registered advisers within 25 miles of Albertson, NC.

Offices
33
Firms
22
Combined AUM
$3.76T
Firm-wide filings, not assets booked only here
Clients
555K
555,414 clients when Item 5C has a number
Avg / client
$6.77M
Combined AUM ÷ clients

Nearby offices

Firms

CP ADVISORS, INC.
LEVEL FOUR ADVISORY SERVICES
FOSS WEALTH MANAGEMENT, INC.
GRADIENT INVESTMENTS, LLC
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
PHYSICIANS FINANCIAL SERVICES, INC.

Investors

RANDY LEE ALBERTSON
JAMES BERNICE JONES
MATTHEW RAY ROGERS
WILBUR SPEAR HEMBY
CHARLES CREIG FOSS
RICKEY DALE HUGHES
LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
Mackenzie Davis DeVane
ANNA OGLESBY SMITH
Jeffrey Clifford Davis
Aaron Zachary Futral
BOMAN WAYNE RICHARDSON
JUSTIN EDWIN TART
MICHAEL ERNEST SPEARS
TROY TIMOTHY SHARPE
DAVID LEE DAVIS
Tammy Sutton Malone
Matthew Stokes Malone
Garrett Ham Letchworth
THOMAS STROUD JR
ZACHARY BROWN GOINS
MILTON WARNER
JUSTIN HARDEE
DAVID HOOD
BRENT FRANKLIN HAYES
Matthew Hall Worthington
MARK RODNEY CONWAY
MARK ISHMAEL CONWAY
KENNETH HARLON NEAL
ATHENA KATSIS DOTY
JIMMY RAY HARE
JOHN GARDNER BEST
JULIE UZZELL DANIELS
MEAGAN JACKSON BOURGEOIS
BARBARA MATTHEWS
EMILY GAIL PITTMAN
Jesse Gordon Parks
JEFFREY BRIAN JACKSON
JAMES CANADY PARKER

Within 25 miles of Albertson, NC, Best Investors lists 22 registered investment advisory firms with 33 offices nearby, managing about $3.76T in combined regulatory AUM across 555,414 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 Albertson

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM