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Best financial advisors in Atlantic, NC

Registered advisers within 25 miles of Atlantic, NC.

Offices
9
Firms
9
Combined AUM
$2.16T
Firm-wide filings, not assets booked only here
Clients
93.9K
93,936 clients when Item 5C has a number
Avg / client
$23.0M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
FIRST CITIZENS INVESTOR SERVICES, INC.
EDWARD JONES
GOOD LIFE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL SOLUTIONS GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
LIFE STAGE INVESTING, LLC

Investors

JASON LEO WILSON
SUMNER M PARHAM
Hilton Bryan O'Neal
STEVEN RODNEY JONES
TIFFANY NICOLE GRAMMER-NEWLIN
JENNIFER COX MANN
GREG DANIEL PATTERSON
JACOB RICHARD HOYUMPA
JAMES ALLEN CANADY
Noel Kristin Rupprecht
TARA NICOLE GOULD
WILLIAM VALLECILLO
DANIEL GLEN FISCHLER
Kevin Auguste Carroll

Within 25 miles of Atlantic, NC, Best Investors lists 9 registered investment advisory firms with 9 offices nearby, managing about $2.16T in combined regulatory AUM across 93,936 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

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 GOOD LIFE ADVISORS, LLC 95 advisers $4.35B AUM 6 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM 7 INDEPENDENT FINANCIAL SOLUTIONS GROUP 143 clients $2.55M AUM 8 LIFE STAGE INVESTING, LLC 1 advisers $2.50M AUM