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Best financial advisors in Calypso, NC

Registered advisers within 25 miles of Calypso, NC.

Offices
30
Firms
19
Combined AUM
$2.77T
Firm-wide filings, not assets booked only here
Clients
458K
457,617 clients when Item 5C has a number
Avg / client
$6.05M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CP ADVISORS, INC.
CREDIT UNION INVESTMENT SERVICES
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
JANNEY MONTGOMERY SCOTT LLC
PHYSICIANS FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
LPL ENTERPRISE, LLC

Investors

RICKEY DALE HUGHES
LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
JOHN PETER GOETKE
KATHERINE DIANE POPE
Mark M Jenkins
JAMES BERNICE JONES
MICHAEL L. CHESTNUTT
JEFFREY TODD JOHNSON
TERESA B. BRADSHAW
Christopher Tart
Amy Braxton Hairr
TIMOTHY R SUMNER
EUGENE CARROLL SMITH
THOMAS GUY DANIELS
RICHARD KENNETH WIETHORN
Jonathan Collins
Mary Norman-Hales
Adam Larcher
Robert Allen Talton
EDWARD EARL SPENCE
William Grant Webber
KENNETH HARLON NEAL
ATHENA KATSIS DOTY
JIMMY RAY HARE
JOHN GARDNER BEST
JULIE UZZELL DANIELS
MEAGAN JACKSON BOURGEOIS
BARBARA MATTHEWS
EMILY GAIL PITTMAN
Jesse Gordon Parks
JEFFREY BRIAN JACKSON
JAMES CANADY PARKER
RONALD JEFFERY TYNDALL
Matthew Nile Collier
JODI SCOTT
FRANK WILLIS FISHER
PAUL R MURPHY

Within 25 miles of Calypso, NC, Best Investors lists 19 registered investment advisory firms with 30 offices nearby, managing about $2.77T in combined regulatory AUM across 457,617 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 Calypso

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM