Best financial advisors in Benson, NC

Registered advisers within 25 miles of Benson, NC.

Offices

73

Firms

29

Combined AUM

$6.26T

Firm-wide filings, not assets booked only here

Clients

1.16M

1,164,961 clients when Item 5C has a number

Avg / client

$5.38M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

201B E MAIN ST
BENSON, NC 27504-1508

TRUIST ADVISORY SERVICES, INC.

107 W BROAD ST FL 1
DUNN, NC 28334

FIRST CITIZENS INVESTOR SERVICES, INC.

115 South Wilson Ave
Dunn, NC 28334

STATE FARM INVESTMENT MANAGEMENT CORP.

1109 W BROAD ST
DUNN, NC 28334

EDWARD JONES

105 EAST DIVINE STREET
DUNN, NC 28334

EDWARD JONES

514 ERWIN RD
DUNN, NC 28334

CREDIT UNION INVESTMENT SERVICES

168 Annette Dr.
Benson, NC 27504

PRINCIPAL SECURITIES, INC.

140 N MCKINLEY ST
COATS, NC 27521

CREDIT UNION INVESTMENT SERVICES

200 Tilghman Dr
Dunn, NC 28334

EDWARD JONES

3560 HWY 301 SOUTH, SUITE B
SMITHFIELD, NC 27577

LPL FINANCIAL LLC

312 S THIRD STREET
SMITHFIELD, NC 27577

12.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

131 S. THIRD STREET
SMITHFIELD, NC 27577

12.3 miles away

EQUITABLE ADVISORS, LLC

133 NORTH SECOND STREET
SMITHFIELD, NC 27577

12.3 miles away

EDWARD JONES

111 SOUTH THIRD STREET
SMITHFIELD, NC 27577

12.3 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

409 E. Market Street
Smithfield, NC 27577

12.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

614 East Market Street
Smithfield, NC 27577

12.5 miles away

CREDIT UNION INVESTMENT SERVICES

502 N Bright Leaf Blvd
Smithfield, NC 27577

12.9 miles away

EDWARD JONES

545 VENTURE DR SUITE 101
SMITHFIELD, NC 27577

13.5 miles away

J.P. MORGAN SECURITIES LLC

16070 NC Highway 50 N
Garner, NC 27529

13.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

7265 NC HIGHWAY 42
RALEIGH, NC 27603

14.1 miles away

Firms

TRUIST ADVISORY SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CREDIT UNION INVESTMENT SERVICES

PRINCIPAL SECURITIES, INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EQUITABLE ADVISORS, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

EDGAR ANTHONY BARBOUR

DAVID LANCE OWEN

JAMES DUSTIN HINSON

Charles Ray Bradshaw

Russell Antonio Galvan

Robbie Wayne Misplay

JOSHUA ANDREW BARWICK

STEPHEN BARRETT BARDEN

RYAN TIMOTHY POPE

Cody James Nussbaum

Bryson Trace Lee

WILLIAM JORDAN BAREFOOT

Elizabeth Eason Manning

CHRISTOPHER JOEL KEY

TONYA KEY MANESS

STANLEY BRUCE COATS

Orvin Lee Johnson

Tracy Haworth Harrison

Michael Mullins

Stephen Lee Parker

Luke Evan Taylor

Jeffrey Joseph Navarro

JUSTIN JOSEPH MCKAY

Within 25 miles of Benson, NC, Best Investors lists 29 registered investment advisory firms with 73 offices nearby, managing about $6.26T in combined regulatory AUM across 1,164,961 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 Benson

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM