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Best financial advisors in Battleboro, NC

Registered advisers within 25 miles of Battleboro, NC.

Offices
53
Firms
24
Combined AUM
$5.57T
Firm-wide filings, not assets booked only here
Clients
597K
596,714 clients when Item 5C has a number
Avg / client
$9.33M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
FIRST ADVISORS NATIONAL, LLC
OBP CAPITAL
IRONSIDES ASSET ADVISORS, LLC
LIVE OAK PRIVATE WEALTH, LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Kevin Lee DeBruhl
CHRISTOPHER WAYNE CANADY
BRYAN KRISTOPHER RICHARDSON
John Andrew Hawkins
JUSTIN BROOKS BUNTING
Robert Freeman Grady
JOYCELYN YVETTE WHITE STOKES
MATTHEW DUNLAP VAUGHAN
WARREN S BRASWELL
Donald Milton Adkins
Clarence B Bunting
EMMETT WAYNE GIBSON
MARK ERVIN ROBERTS
Benjamin Wadsworth Brock Roberts
Philp Winston Thomas
Mary Angela Bolton
FRANK GEHMAN JOLLEY
WILLIAM HENRY COLLIER
JEFFREY LYNN COLLINS
ANGELA KILGO MOSS
BOBBY LEWIS MOSS
MELANIE GABRIELA HERNANDEZ-CALZADA
MONTY RAY POLLARD
JOHN MARVIN MEBANE
LISA JOE TAYLOR
RUSSELL L PROCTOR
Wesley Hunter Strandberg
RUSSELL LEON PROCTOR
CREIGHTON LEE HAYWORTH
STEVEN DANIEL FELTON
Nathan Matthew Lindeman

Within 25 miles of Battleboro, NC, Best Investors lists 24 registered investment advisory firms with 53 offices nearby, managing about $5.57T in combined regulatory AUM across 596,714 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 Battleboro

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM