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Best financial advisors in Buffalo Lake, NC

Registered advisers within 25 miles of Buffalo Lake, NC.

Offices
74
Firms
35
Combined AUM
$7.31T
Firm-wide filings, not assets booked only here
Clients
552K
551,756 clients when Item 5C has a number
Avg / client
$13.3M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PARK AVENUE SECURITIES LLC
DAVENPORT & COMPANY LLC
CAPTRUST
WEST FINANCIAL STRATEGIES, INC.
BEACON POINTE ADVISORS, LLC

Investors

JOHN THOMAS QUIGGLE
JAMES BRADSHAW PARRISH
Lauren W Cox
Dargan Lucas Moore
Amber Hinton Kidd
Johnathan Christan Stephens
JARED LEE SPENCER
TIMOTHY WAYNE WILSON
Bobby M Pulgarin
Douglas M Gay
Gregory Scott Pace
THOMAS M ROSSER
LAUREL GODFREY JOHNSON
HEATHER MCCOY WICKER
CARTER MATHIS
Brian T. Mathis
JAMES WALSTON SHEARIN
Leigh Ann Harris
Eric Thomas Vernon
CHARLES MURPHY PADERICK
Ian Hunter Vernon
Renee Davis Thomas
MILLER D ROBINS
WILLIAM KELLER NORMANN
Lisa Morris Pace
James Ernest Mitchell
James Ernest Mitchell
MILTON LEE WEST
CHARLES FREDERICK VON CANON
Sydney Kristina Dugan
CHARLIE LEE WELBORN
William Andrew Haddock
JAMES AARON THOMAS
Todd M Graddy
Chadwick Douglas Virgil

Within 25 miles of Buffalo Lake, NC, Best Investors lists 35 registered investment advisory firms with 74 offices nearby, managing about $7.31T in combined regulatory AUM across 551,756 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 Buffalo Lake

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM