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Best financial advisors in Arlington, NC

Registered advisers within 25 miles of Arlington, NC.

Offices
40
Firms
16
Combined AUM
$4.14T
Firm-wide filings, not assets booked only here
Clients
492K
491,556 clients when Item 5C has a number
Avg / client
$8.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GOOD LIFE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HORACE MANN INVESTORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Aaron Locke Misenheimer
Nathaniel Sturgill
Timothy Michael Johnson
Barry Kendell Revis
Elizabeth Bahena
Frank H. Beals
JASON THOMAS SINGLETON
JAMES STEVEN OWINGS
CHRISTOPHER SCOTT KING
JUSTIN ALLEN HALL
Christopher Lee Funk
Casey Lin Best
Audra Gillespie Cox
Scott Christian Assali
Paul James Bunke
JULIANA VIDA LOWE
Amber Boyd Creed
EVAN QUINCY HANDY
THOMAS FREDERICK MORIARTY
RODERICK LAMONT BARNES
CHARLES KEITH LYALL
Carla Nadine Souther
Kathleen Rouse Shepherd
SHELLEY CLYDE YORK
CAROL JONES OWENS
JUSTIN WAYNE BRYSON
BROOK NICHOLAS BIDDY
MEGAN GRAY SASSONE
LAUREN ELIZABETH BARNES
CASEY BLAKE BUMGARNER
CHAD JONES
LES VERNON DYER
Trenton Taylor Walsh

Within 25 miles of Arlington, NC, Best Investors lists 16 registered investment advisory firms with 40 offices nearby, managing about $4.14T in combined regulatory AUM across 491,556 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 Arlington

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM