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Best financial advisors in Aquadale, NC

Registered advisers within 25 miles of Aquadale, NC.

Offices
18
Firms
11
Combined AUM
$2.27T
Firm-wide filings, not assets booked only here
Clients
368K
368,358 clients when Item 5C has a number
Avg / client
$6.16M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
INTERCAROLINA FINANCIAL SERVICES, INC.
UWHARRIE INVESTMENT ADVISORS, INC.
LPL FINANCIAL LLC
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
FIFTH THIRD SECURITIES, INC.

Investors

Tracey Lynn Hayes
JASON ANDREW HANN
ANTHONY BLAKE HINSON
STEPHEN MICHAEL EUDY
ROGER LEE DICK
CHRISTY DAVIS STONER
MISTY WHITLEY THORNBURG
DAVID C. GASKIN
KELLY BROOKS SMITH
BROOKE LATON SENTER
MICHAEL GLENN HARWOOD
Thomas Eugene Wall
Carl Webster Grubb
Bryson Young Childress
VELINDA FINK BOST
KYLE VANN EUDY
JOANNE B BURLESON
JENNIFER BROYHILL MOREHEAD
Hayden Reece Hicks
ANDREW MALCOLM ROSE
WILLIAM CLIFTON ROBINSON
DOUGLAS B NIXON
CHARLES DAVID ROBERTS
SHANE MICHAEL ROBINSON
JERRY LYNN BARRIER
KIMBERLY BASSETT CARPENTER
Patrick Joseph Hynes
Patrick M. Foley
Patrick Neal Dunston
Ronald Wolfarth
MARK GREGORY METZGER
KEITH ARNOLD BELL
JEFFERY BLAIR ROBINSON
Erica Hayes Miller
Michael Wayne Hayes
BRADLEY T HAUSER
CHRISTIAN DELANE POTTS
Bruce Jeffrey Lau
Andrew Carson Ricciarelli

Within 25 miles of Aquadale, NC, Best Investors lists 11 registered investment advisory firms with 18 offices nearby, managing about $2.27T in combined regulatory AUM across 368,358 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 Aquadale

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 6 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM