Best financial advisors in Bayboro, NC

Registered advisers within 25 miles of Bayboro, NC.

Offices

38

Firms

20

Combined AUM

$3.46T

Firm-wide filings, not assets booked only here

Clients

270K

269,891 clients when Item 5C has a number

Avg / client

$12.8M

Combined AUM ÷ clients

Nearby offices

FIRST CITIZENS INVESTOR SERVICES, INC.

409 BROAD ST
ORIENTAL, NC 28571

10.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

212 S Front Street
New Bern, NC 28560

19.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

225 S Front St
New Bern, NC 28560

19.8 miles away

EDWARD JONES

246 CRAVEN ST
NEW BERN, NC 28560

19.9 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

240 A CRAVEN ST
NEW BERN, NC 28560

19.9 miles away

EDWARD JONES

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

19.9 miles away

OSAIC WEALTH, INC.

331 MIDDLE ST.
NEW BERN, NC 28560

TRUIST ADVISORY SERVICES, INC.

375 S FRONT ST
NEW BERN, NC 28560

TRUIST ADVISORY SERVICES, INC.

375 S FRONT ST FL 1
NEW BERN, NC 28561

TRUIST ADVISORY SERVICES, INC.

375 S FRONT FL 3
NEW BERN, NC 28561

CETERA INVESTMENT ADVISERS LLC

233 Middle Street Suite 211
NEW BERN, NC 28560

WELLS FARGO CLEARING SERVICES, LLC

400 S FRONT ST
NEW BERN, NC 28560

EDWARD JONES

117 MIDDLE STREET
NEW BERN, NC 28560

20.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

315 METCALF STREET
BEW BERN, NC 28562

20.1 miles away

MML INVESTORS SERVICES, LLC

315 Metcalf Street Suite B
New Bern, NC 28562

20.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

602 Pollock Street
New Bern, NC 28562

20.1 miles away

CREDIT UNION INVESTMENT SERVICES

201 Howell Rd
New Bern, NC 28562

20.4 miles away

EDWARD JONES

2802 VILLAGE WAY
TRENT WOODS, NC 28562-0000

EAGLE STRATEGIES LLC

1315 South Glenburne Rd SUITE D18
New Bern, NC 28562

22.4 miles away

EDWARD JONES

1315 S GLENBURNIE RD B7
NEW BERN, NC 28562

22.4 miles away

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

OSAIC WEALTH, INC.

TRUIST ADVISORY SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

MML INVESTORS SERVICES, LLC

CREDIT UNION INVESTMENT SERVICES

EAGLE STRATEGIES LLC

Investors

SUMNER M PARHAM

Charles Garland Benson

THOMAS M GINGRICH

Georgiana Aileen Bowman

Charles Robert Knisley

Angie Martin Moran

Ashley Roberts Carpenter

Daniel Merritt Roberts

Daniel M Roberts

ROBERT WILLIAM OVERMAN

JAY WARREN RISHEL

MICHAEL GERARD WILLE

Kathryn Thomas Giles

DAVID MICHAEL WILKINS

Kayla Dunnell Goins

TAYLOR J WHITFORD

Shannon Nicole Hudson

MARK EDWARD CONARD

KEITH WAYNE HOWELL

DAVID LEE DAVIS

ABDUL KAREEM AR-RUSHDI

ASHLEY ROSALIE IRIZARRY

THOMAS LAURIE SOUTHERN

Christopher Allen Richey

LOWELL JARED TAYLOR

Ashley Taylor Woolard Paramore

ADAM CHARLES PERSKY

Michael Leonard Bass

Within 25 miles of Bayboro, NC, Best Investors lists 20 registered investment advisory firms with 38 offices nearby, managing about $3.46T in combined regulatory AUM across 269,891 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 Bayboro

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