Best financial advisors in Bagley, NC

Registered advisers within 25 miles of Bagley, NC.

Offices

66

Firms

23

Combined AUM

$6.66T

Firm-wide filings, not assets booked only here

Clients

1.13M

1,130,227 clients when Item 5C has a number

Avg / client

$5.89M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

107 S Gardner Ave
Kenly, NC 27542

LPL FINANCIAL LLC

102-B E SECOND ST
KENLY, NC 27542

LPL ENTERPRISE, LLC

571 NAPOLEON ROAD
SELMA, NC 27576

CREDIT UNION INVESTMENT SERVICES

3004 NC 42 West
Wilson, NC 27893

11.7 miles away

BROOKSTONE WEALTH ADVISORS, LLC

100 WEST MAIN STREET
PIKEVILLE, NC 27863

EDWARD JONES

1672 BOOKER DAIRY ROAD
SMITHFIELD, NC 27577

12.1 miles away

EDWARD JONES

14 FLOWERS CROSSROADS WAY SUITE 103
CLAYTON, NC 27527

12.2 miles away

LPL FINANCIAL LLC

165 ITALIA LANE
CLAYTON, NC 27527

12.6 miles away

EDWARD JONES

545 VENTURE DR SUITE 101
SMITHFIELD, NC 27577

12.7 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

3129 RALEIGH ROAD PKWY WEST
WILSON, NC 27896

EDWARD JONES

2839 RALEIGH ROAD PKWY W
WILSON, NC 27896

13.2 miles away

LEVEL FOUR ADVISORY SERVICES

2301 Airport Blvd
Wilson, NC 27896

13.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

2801 RALEIGH RD PKWY W
WILSON, NC 27896

13.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2315 AIRPORT BLVD NW
WILSON, NC 27895

13.2 miles away

CREDIT UNION INVESTMENT SERVICES

502 N Bright Leaf Blvd
Smithfield, NC 27577

13.3 miles away

EDWARD JONES

2515 AIRPORT BLVD SUITE C
WILSON, NC 27896

13.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

614 East Market Street
Smithfield, NC 27577

13.7 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

409 E. Market Street
Smithfield, NC 27577

13.8 miles away

EDWARD JONES

111 SOUTH THIRD STREET
SMITHFIELD, NC 27577

13.9 miles away

EQUITABLE ADVISORS, LLC

133 NORTH SECOND STREET
SMITHFIELD, NC 27577

13.9 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

CREDIT UNION INVESTMENT SERVICES

BROOKSTONE WEALTH ADVISORS, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

LEVEL FOUR ADVISORY SERVICES

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

Investors

JAMES PATRICK HOKE

WILLIAM J FABER

DANNY VESTER BROWN

MICHAEL SHANE PATE

DANA FLOWERS DAWSON

JONATHAN VANCE GREESON

Donald Gene Duggin

Robert Lee Dunn

Aurea Estelle de la Cruz Wangerien

Jeffrey Joseph Navarro

EZEKIEL COLE POWELL

Michael Caleb Strickland

RANDY R. MOOREHEAD

Leah Kathryn Givens-Tarkenton

MARY ELIZABETH SARGENT

SHEILA HERNANDEZ-CALZADA

GENTRY ROBINSON BUCHAN

Stephanie Hill Davis

Shamik A Jarrett

LARRY OLIVER BLAIR

MARK WAYNE ANTHONY

Kenneth FREDRICK Hill

KATHERINE P BELLAMY

ELVIE LINWOOD WHITE

Jacob Melvin Davis

Carlos A Martinez

GARLAND RICHARD HOMES

PHILIP HINES THOMPSON

ROBERT MOSELEY EDMONDSON

Kenan de Roziere

Luke Evan Taylor

Susan Nicole Worrell-Bridgers

Stephen Lee Parker

Tracy Haworth Harrison

Michael Mullins

Orvin Lee Johnson

Within 25 miles of Bagley, NC, Best Investors lists 23 registered investment advisory firms with 66 offices nearby, managing about $6.66T in combined regulatory AUM across 1,130,227 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 Bagley

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM