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Best financial advisors in Bath, NC

Registered advisers within 25 miles of Bath, NC.

Offices
12
Firms
7
Combined AUM
$1.84T
Firm-wide filings, not assets booked only here
Clients
141K
140,668 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
UNITED BROKERAGE SERVICES, INC
KESTRA PRIVATE WEALTH SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CREEKSIDE FINANCIAL PLANNING, L.L.C.

Investors

Michael James Goodwin
Roy L. Parker
Graham Parker
James D Linton
Stuart Willis ONeal
CHRISTOPHER NEIL WILLIAMS
Logan Pierce Everette
LISA ENGELHARDT CLARK
Rodney L. Cantrell
Jordan Leigh Cantrell
Jonathan Mark Nelson
AARON BENJAMIN SAULS
Jonathon Donald Oliver
Frederick Howard Howdy
CHAD EVERETTE REYNOLDS
Alexandra Adams Crespi
Virginia Long Rogers

Within 25 miles of Bath, NC, Best Investors lists 7 registered investment advisory firms with 12 offices nearby, managing about $1.84T in combined regulatory AUM across 140,668 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 Bath

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 KESTRA PRIVATE WEALTH SERVICES, LLC 109 clients · 218 advisers $13.5B AUM 5 UNITED BROKERAGE SERVICES INC 1,391 clients · 59 advisers $372M AUM 6 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM