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Best financial advisors in Cerro Gordo, NC

Registered advisers within 25 miles of Cerro Gordo, NC.

Offices
17
Firms
10
Combined AUM
$3.26T
Firm-wide filings, not assets booked only here
Clients
429K
429,108 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
AURORA STRATEGIC ADVISORS, LLC
VALIC FINANCIAL ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

CHARLES SHANNON WARD
Carl Jamille Gore
MATTHEW STEPHENSON MCLEAN
Eric Gerard Lanier
ROBERT CHRISTIAN DEW
TONY SCOTT BULLARD
DAREK WAYNE HUNT
CULBERT MCSWEEN MCLEAN
JOHN LEE GRISSOM
RICHARD EDGAR HARTNEY
ROBERT MATTHEW STARCHER
SHANNON HEATHER COTTER
COREY LYNN OVERCASH
Ashleigh Brewer Chadwick
Jared Ray Smith
HENRY TYRONE LEGGETTE
Mary Jo Walter
Joshua Lee Jackson
Harry Jason Walter
FLOYD FREEMAN PATE
JOSHUA E WHITLEY
ZACHARY RYAN PITTMAN
MICHAEL WADE GREENE

Within 25 miles of Cerro Gordo, NC, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $3.26T in combined regulatory AUM across 429,108 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 Cerro Gordo

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM