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Best financial advisors in Bridgeton, NC

Registered advisers within 25 miles of Bridgeton, NC.

Offices
41
Firms
21
Combined AUM
$3.47T
Firm-wide filings, not assets booked only here
Clients
270K
269,891 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
EAGLE STRATEGIES LLC

Investors

ROBERT WILLIAM OVERMAN
JAY WARREN RISHEL
Georgiana Aileen Bowman
Charles Robert Knisley
MARY JONES
TRAVIS MOSER
SHELLY MALLARD
HOVEY AIKEN
Charles Garland Benson
THOMAS M GINGRICH
Matthew Conard
MARK EDWARD CONARD
Angie Martin Moran
Ashley Roberts Carpenter
Daniel Merritt Roberts
Daniel M Roberts
ASHLEY ROSALIE IRIZARRY
THOMAS LAURIE SOUTHERN
MICHAEL GERARD WILLE
Kathryn Thomas Giles
DAVID MICHAEL WILKINS
Kayla Dunnell Goins
TAYLOR J WHITFORD
Shannon Nicole Hudson
KEITH WAYNE HOWELL
DAVID LEE DAVIS
E B TALLMAN
ABDUL KAREEM AR-RUSHDI
Christopher Allen Richey
Kevin D Page
LOWELL JARED TAYLOR
Ashley Taylor Woolard Paramore
ADAM CHARLES PERSKY
Jordan Silver
Michael Leonard Bass
Bryson Farley

Within 25 miles of Bridgeton, NC, Best Investors lists 21 registered investment advisory firms with 41 offices nearby, managing about $3.47T 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 Bridgeton

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