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Best financial advisors in Bowdens, NC

Registered advisers within 25 miles of Bowdens, NC.

Offices
12
Firms
8
Combined AUM
$2.00T
Firm-wide filings, not assets booked only here
Clients
247K
246,576 clients when Item 5C has a number
Avg / client
$8.09M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CP ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
OSAIC WEALTH, INC.
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JOHN PETER GOETKE
KATHERINE DIANE POPE
Christopher Tart
Mark M Jenkins
JAMES BERNICE JONES
MICHAEL L. CHESTNUTT
JEFFREY TODD JOHNSON
TERESA B. BRADSHAW
RICKEY DALE HUGHES
TIMOTHY R SUMNER
LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
RICHARD KENNETH WIETHORN
Amy Braxton Hairr
RANDY LEE ALBERTSON
Megan Duvall Reeves
Jennifer A Butturini
FLOYD JOHN JOHNSON

Within 25 miles of Bowdens, NC, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $2.00T in combined regulatory AUM across 246,576 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 Bowdens

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 5 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 6 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM 7 CP ADVISORS, INC. 5 advisers $69.6M AUM 8 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM