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Best financial advisors in Brooks Cross Roads, NC

Registered advisers within 25 miles of Brooks Cross Roads, NC.

Offices
72
Firms
29
Combined AUM
$6.00T
Firm-wide filings, not assets booked only here
Clients
600K
600,097 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GOOD LIFE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
HORACE MANN INVESTORS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Christopher Lee Funk
Casey Lin Best
Aaron Locke Misenheimer
Nathaniel Sturgill
Timothy Michael Johnson
Barry Kendell Revis
Elizabeth Bahena
Frank H. Beals
JASON THOMAS SINGLETON
JAMES STEVEN OWINGS
CHRISTOPHER SCOTT KING
JUSTIN ALLEN HALL
Laurie Laucks
EVAN QUINCY HANDY
THOMAS FREDERICK MORIARTY
RALPH CURTIS MILLER
Carla Nadine Souther
Kathleen Rouse Shepherd
RODERICK LAMONT BARNES
CHARLES KEITH LYALL
SHELLEY CLYDE YORK
CAROL JONES OWENS
JUSTIN WAYNE BRYSON
BROOK NICHOLAS BIDDY
MEGAN GRAY SASSONE
LAUREN ELIZABETH BARNES
CASEY BLAKE BUMGARNER
Eric Haughwout
Kenneth Edward Wiles
Kenneth Sheldon Jones
CHAD JONES

Within 25 miles of Brooks Cross Roads, NC, Best Investors lists 29 registered investment advisory firms with 72 offices nearby, managing about $6.00T in combined regulatory AUM across 600,097 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 Brooks Cross Roads

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM