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Best financial advisors in Atlantic Beach, NC

Registered advisers within 25 miles of Atlantic Beach, NC.

Offices
35
Firms
17
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
517K
516,709 clients when Item 5C has a number
Avg / client
$9.48M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CREDIT UNION INVESTMENT SERVICES
OSAIC INSTITUTIONS, INC.
EDWARD JONES
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL SOLUTIONS GROUP
COMMONWEALTH FINANCIAL NETWORK
GOOD LIFE ADVISORS, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DALLAS PRESTON GARNER
JOHN CURTIS FLOYD
CAROLINE HELEN GEORGIADIS
ROBERT ANDREW HARDIN
Browning Scott Sanderson
Gabriel Tiller
James E Dee
Cheryl Henke Mansfield
CLARK NAYLOR CALLAWAY
Barton K Farrell
Henry Kahen
Morgan Tingen Edmondson
CHARLIE LEE TINGEN
Ryan Wayne Morris
JOHN WILLIAM TULLOSS
ASHLEY GARRETT HARDISON
CARLO WALTER OLDANI
WILLIAM VALLECILLO
DANIEL GLEN FISCHLER
JENNIFER COX MANN
GREG DANIEL PATTERSON
JACOB RICHARD HOYUMPA
JAMES ALLEN CANADY
Noel Kristin Rupprecht
TARA NICOLE GOULD
STEVEN RODNEY JONES
TIFFANY NICOLE GRAMMER-NEWLIN
DAVID WINFIELD MILLER
TIMOTHY ALLAN NECAISE

Within 25 miles of Atlantic Beach, NC, Best Investors lists 17 registered investment advisory firms with 35 offices nearby, managing about $4.90T in combined regulatory AUM across 516,709 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 Atlantic Beach

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM