Best financial advisors in Centerville, NC

Registered advisers within 25 miles of Centerville, NC.

Offices

82

Firms

34

Combined AUM

$6.44T

Firm-wide filings, not assets booked only here

Clients

694K

694,002 clients when Item 5C has a number

Avg / client

$9.28M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

216 N BICKETT BLVD SUITE 4
LOUISBURG, NC 27549

FIRST CITIZENS INVESTOR SERVICES, INC.

509 E. Nash Street
Louisburg, NC 27549

TAR RIVER WEALTH PLANNING, LLC

109 N MAIN ST
LOUISBURG, NC 27549-9998

LPL FINANCIAL LLC

8326 NC-56 HWY STE 100
LOUISBURG, NC 27549

EDWARD JONES

126 W MAIN STREET
YOUNGSVILLE, NC 27596

14.7 miles away

EDWARD JONES

64 WHEATON AVE
YOUNGSVILLE, NC 27596-8691

14.9 miles away

MOLOKAI INVESTMENT MANAGEMENT, LLC

1009 NEW CREEK WAY
WAKE FOREST, NC 27587

16.6 miles away

PNC WEALTH MANAGEMENT LLC

109 S BARNES ST
NASHVILLE, NC 27856

17.1 miles away

EDWARD JONES

207 W Washington Street
NASHVILLE, NC 27856

17.2 miles away

EDWARD JONES

941 GATEWAY COMMONS CIR SUITE 113
WAKE FOREST, NC 27587

17.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

207 N Main St Ste 107
Rolesville, NC 27571

17.5 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

919 GATEWAY COMMONS CIR
WAKE FOREST, NC 27587

17.5 miles away

EDWARD JONES

622 E. WASHINGTON ST
NASHVILLE, NC 27856

17.8 miles away

G. A. REPPLE & COMPANY

335 S. White Street Suite E
WAKE FOREST, NC 27587

17.8 miles away

EDWARD JONES

343 S White St Suite C
Wake Forest, NC 27587

17.8 miles away

ALTRIUS CAPITAL MANAGEMENT, INC.

525 S. WHITE STREET
WAKE FOREST, NC 27587

17.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

234 Raleigh Rd
Henderson, NC 27536

EDWARD JONES

6166 ROGERS ROAD
ROLESVILLE, NC 27571

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

129 W. BELLE STREET
HENDERSON, NC 27536

18.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

207 S Garnett St Ste A
Henderson, NC 27536

18.2 miles away

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.

TAR RIVER WEALTH PLANNING, LLC

LPL FINANCIAL LLC

MOLOKAI INVESTMENT MANAGEMENT, LLC

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

G. A. REPPLE & COMPANY

ALTRIUS CAPITAL MANAGEMENT, INC.

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

Investors

Scott Wesley Allen

ADRIAN BRAME WOODY

Reed Alfred Wheless

LOUIS ALFRED WHELESS

JAMES "TRIPP" PARKER LUMPKIN

Arturo Ynocencio Casanova Lumpkin

JAMES PARKER LUMPKIN

MATTHEW RONALD CRACCHIOLO

CHRISTOPHER RONALD CRACCHIOLO

James Anthony Staples

Caroline Staples

Gabriel Warren Bowman

Clifford Douglas Joyner

Landon Drew Cross

JUSTIN STORM THIGPEN

Mark Joseph Obrien

Marcus Chester Osterhoudt

David Joseph Brunswick

DAVID J BRUNSWICK

Blair Cashion Griffin

Catherine Marlow Easop

LAUREN CLARK TYNDALL

CHRISTOPHER CONNOR ROLF

MARGIER LUE-DIETHA WHITE

Valerie Carol Massengill

RICHARD ALTLAND SPEERS

TONEY OTIS FALKNER

MATTHEW BRIEN WOODLIEF

WAYNE JACK COTTRELL

Within 25 miles of Centerville, NC, Best Investors lists 34 registered investment advisory firms with 82 offices nearby, managing about $6.44T in combined regulatory AUM across 694,002 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 Centerville

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM