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Best financial advisors in Atkinson, NC

Registered advisers within 25 miles of Atkinson, NC.

Offices
37
Firms
25
Combined AUM
$6.06T
Firm-wide filings, not assets booked only here
Clients
700K
700,171 clients when Item 5C has a number
Avg / client
$8.65M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
D.A. DAVIDSON & CO.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VERITY ASSET MANAGEMENT
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
COUNTERWEIGHT PRIVATE WEALTH
LPL ENTERPRISE, LLC

Investors

AMANDA MORGAN ENGLISH
Jennifer A Butturini
FLOYD JOHN JOHNSON
Megan Duvall Reeves
Joseph Lecter Sizemore
MATTHEW STEPHENSON BRYANT
Angela L Bodinus
Sierra C Brown
AARON CARROLL TALLEY
JORDAN WALL SWANN
CHRISTIE BEAULIEU RUNSKI
ROSWELL JONATHAN TYLER STEADMAN
BRITTANY ANNE WHITE
WESLEY REES HAYFORD
Julian Gregory Scarborough
JONATHAN MURRAY TAIT
Debra Lee Pickett
MICHAEL C TUNNEY
AMY LOUISE KEPLER
Eric S Starkey
KATHERINE E MEDINA
FRANKLIN ARTHUR ROUSE
Allen Neal Huggins
JOSHUA MICHAEL LONDON
Tracy Dean
ROSS MARTIN MOORE
BRIAN S JOHNSON
ANGELA Coffman MACKINNON
EDWARD GERARD GROGAN
RICHARD JUSTIN SCHRUM
NICHOLAS JAMES MURPHY
STEVEN MATTHEW SWIERKOWSKI
MICHAEL E FOGARTY

Within 25 miles of Atkinson, NC, Best Investors lists 25 registered investment advisory firms with 37 offices nearby, managing about $6.06T in combined regulatory AUM across 700,171 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 Atkinson

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM