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Best financial advisors in Bethel, NC

Registered advisers within 25 miles of Bethel, NC.

Offices
61
Firms
31
Combined AUM
$4.65T
Firm-wide filings, not assets booked only here
Clients
650K
649,783 clients when Item 5C has a number
Avg / client
$7.16M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST CITIZENS INVESTOR SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
FOUNDERS FINANCIAL ALLIANCE, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Alison Thompson Blodgett
KELLY BETH WATSON
Matthew Bugg Thompson
Ricky Reynolds Thompson
Jennifer Chavis Purnell
Andre D Barnes
Mathew Davis Hopkins
David Bryan Leigh
George Erick Bell
CORY ARMAND KENNEDY
Stephen T Sharpe
Miranda Ann Shelp
Dustin Dane Thornton
KENDRICK MARTIN WHITEHURST
BYRON DECHELLIS
DEBRA LYNN ALLEN
Lisa Dawn Booth
Robert Clark Moore
Eric Cohen
Matthew John Stork
John Xavier Corcoran
MATTHEW DAVID KENNEDY
Timothy Arthur Emanuel
Christopher Emanuel
JAMES MICHAEL BENGALA
JERRY ALLEN CARSON
ALEXANDER WORDSWORTH
CHRISTOPHER EARL JENKINS
Jeffrey A. Wakefield
Walter Clark Pate
Jonathan R Powers
DIANA SERMONS RATH
WILLIAM HERMAN HOPKINS
Robert Jason Howell
DON MICHAEL RUDOLPH
REBECCA HARRIS AVERY
CONNIE MARTIN PRITCHARD
NEILL A JENNINGS
CAROLYN BOWERS CREWS
CARLA DENTON BATTEN
MEGHAN HYLTON WOOLARD
MICHAEL TROY ROWE
ROBERT HOWARD
JOSEPH Y SPRUILL
WALTER DOUGLAS BRADY
NATHANIEL PERRY COHEN
JAMES PAGNANI
ANTHONY LOVENBERG
RUSSELL SNEED EAVES
VICKIE PEELE TEACHEY

Within 25 miles of Bethel, NC, Best Investors lists 31 registered investment advisory firms with 61 offices nearby, managing about $4.65T in combined regulatory AUM across 649,783 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 Bethel

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM