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Best financial advisors in Bahama, NC

Registered advisers within 25 miles of Bahama, NC.

Offices
436
Firms
184
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,753,857 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DIVERSIFIED INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
UBS FINANCIAL SERVICES INC.
VESTED FINANCE
FORTRESS PRIVATE LEDGER, LLC
DISCIPLINE WEALTH SOLUTIONS, INC.

Investors

KARI GABRIELLE ANDRADE
BRIAN CHRISTOPHER FUTCH
MARY ELIZABETH MCBROOM
EAGAN XAVIER ROONEY
GINGER BRANDON CHRISTMAS
THOMAS ADRIAN TAYLOR
Andrew Lee Metz
Henry Hopkins Newton
Alexander Gregory Nelson
ELRIDGE LEE EMERY
Brett Walters
Tamra Kaye Ellis
brock A adams
JOHN CHARLES BLAND
JONATHAN EDWARD HILL
Rodney Elery Hooks
Gregory Scott Archer
Angelo Posillico
ONOUFRIOS GEORGE MEGALOUDIS
ROBERT ADAM WILLIAMS
James Craige Summers
Morgan C Thrasher
FREDERICK H HOSMER COOKE
MICHAEL RICHARD HEMMERICH
MARC STEPHEN BECKER

Within 25 miles of Bahama, NC, Best Investors lists 184 registered investment advisory firms with 436 offices nearby, managing about $14.1T in combined regulatory AUM across 2,753,857 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 Bahama

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM