Best Investors Account Sign in

Best financial advisors in Burgaw, NC

Registered advisers within 25 miles of Burgaw, NC.

Offices
131
Firms
62
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,265,752 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PEMBROKE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CG ADVISORY SERVICES
LPL FINANCIAL LLC
LONG FAMILY OFFICE

Investors

AMANDA MORGAN ENGLISH
Jennifer A Butturini
FLOYD JOHN JOHNSON
Megan Duvall Reeves
Mara Anne Calame Wessell
Christopher J Rosa
Karen Anne Jerabek
Jeffrey Wayne Morgan
WESLEY REES HAYFORD
Julian Gregory Scarborough
SCOTT ALAN LEBAUER
James Wilson Taylor
ANGELA RUTH JOHNSON-MOORE
YARA ANNETTE RODRIGUEZ AGUILAR
BENJAMIN LEE ROBERTSON
KYLE COLLINS
Trevor James Yates
MICHAEL PATRICK SANTANA
CAROLYN ALINA FINICK
Jason Wayne Younts
DONALD TIMOTHY MOORE
ANDREW DEVITT FINNEGAN
JOSIAH WHITTEN
WADE K LONG
RANDY MARK LONG
ELLEN RACHEL LONG
Denis Ingalls

Within 25 miles of Burgaw, NC, Best Investors lists 62 registered investment advisory firms with 131 offices nearby, managing about $10.9T in combined regulatory AUM across 2,265,752 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 Burgaw

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM