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Best financial advisors in Almond, NC

Registered advisers within 25 miles of Almond, NC.

Offices
13
Firms
8
Combined AUM
$2.74T
Firm-wide filings, not assets booked only here
Clients
355K
355,458 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
IFG ADVISORY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC

Investors

Theodore A Goshorn
Robert Webster Loafman
Joyce Marie Wilkie
RICHARD Scott CARVER
Russell Wayne Hawkins
GARY VON HOBBS
William Lee DeWandeler
TIFFANY LEANN GILL
TODD MATTHEW KURSTIN
MICHAEL FRANCIS WIERCINSKI
Olivia G Swift
Benjamin Joseph Rodriguez
AMY MARIE WOLFE MANSHACK
William Paul Barr
Justin Adam Castle
Julie Kristine Lucas
Steven Nathaniel Long
THOMAS KYLE CLAYTON
KELLY MIELOCH SPARKS

Within 25 miles of Almond, NC, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $2.74T in combined regulatory AUM across 355,458 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 Almond

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 IFG ADVISORY, LLC 298 clients · 104 advisers $4.76B AUM 8 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM