Best financial advisors in Aurora, NC

Registered advisers within 25 miles of Aurora, NC.

Offices

42

Firms

22

Combined AUM

$3.47T

Firm-wide filings, not assets booked only here

Clients

271K

271,391 clients when Item 5C has a number

Avg / client

$12.8M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

183 E WATER STREET
BELHAVEN, NC 27810

17.8 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

409 BROAD ST
ORIENTAL, NC 28571

19.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

212 S Front Street
New Bern, NC 28560

OSAIC WEALTH, INC.

331 MIDDLE ST.
NEW BERN, NC 28560

21.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

225 S Front St
New Bern, NC 28560

21.1 miles away

EDWARD JONES

246 CRAVEN ST
NEW BERN, NC 28560

21.1 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

240 A CRAVEN ST
NEW BERN, NC 28560

21.1 miles away

EDWARD JONES

301 SOUTH FRONT STREET BLDG 1 STE A
NEW BERN, NC 28560

21.1 miles away

CETERA INVESTMENT ADVISERS LLC

233 Middle Street Suite 211
NEW BERN, NC 28560

21.1 miles away

TRUIST ADVISORY SERVICES, INC.

375 S FRONT ST
NEW BERN, NC 28560

21.2 miles away

TRUIST ADVISORY SERVICES, INC.

375 S FRONT ST FL 1
NEW BERN, NC 28561

21.2 miles away

TRUIST ADVISORY SERVICES, INC.

375 S FRONT FL 3
NEW BERN, NC 28561

21.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

400 S FRONT ST
NEW BERN, NC 28560

21.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

315 METCALF STREET
BEW BERN, NC 28562

21.2 miles away

MML INVESTORS SERVICES, LLC

315 Metcalf Street Suite B
New Bern, NC 28562

21.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

602 Pollock Street
New Bern, NC 28562

21.2 miles away

EDWARD JONES

117 MIDDLE STREET
NEW BERN, NC 28560

21.2 miles away

CREDIT UNION INVESTMENT SERVICES

201 Howell Rd
New Bern, NC 28562

21.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

8123 MAIN ST
VANCEBORO, NC 28586

22.5 miles away

EAGLE STRATEGIES LLC

1315 South Glenburne Rd SUITE D18
New Bern, NC 28562

22.7 miles away

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CETERA INVESTMENT ADVISERS LLC

TRUIST ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

MML INVESTORS SERVICES, LLC

CREDIT UNION INVESTMENT SERVICES

EAGLE STRATEGIES LLC

Investors

Michael James Goodwin

SUMNER M PARHAM

Charles Garland Benson

ROBERT WILLIAM OVERMAN

JAY WARREN RISHEL

THOMAS M GINGRICH

Georgiana Aileen Bowman

Charles Robert Knisley

Angie Martin Moran

Ashley Roberts Carpenter

Daniel Merritt Roberts

Daniel M Roberts

MARK EDWARD CONARD

MICHAEL GERARD WILLE

Kathryn Thomas Giles

DAVID MICHAEL WILKINS

Kayla Dunnell Goins

TAYLOR J WHITFORD

Shannon Nicole Hudson

KEITH WAYNE HOWELL

DAVID LEE DAVIS

ABDUL KAREEM AR-RUSHDI

ASHLEY ROSALIE IRIZARRY

THOMAS LAURIE SOUTHERN

Christopher Allen Richey

LOWELL JARED TAYLOR

CHAD EVERETTE REYNOLDS

ADAM CHARLES PERSKY

Within 25 miles of Aurora, NC, Best Investors lists 22 registered investment advisory firms with 42 offices nearby, managing about $3.47T in combined regulatory AUM across 271,391 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 Aurora

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B 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