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Best financial advisors in Chocowinity, NC

Registered advisers within 25 miles of Chocowinity, NC.

Offices
93
Firms
45
Combined AUM
$6.79T
Firm-wide filings, not assets booked only here
Clients
766K
766,095 clients when Item 5C has a number
Avg / client
$8.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KESTRA PRIVATE WEALTH SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
CAROLINA WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
LINCOLN INVESTMENT
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Frederick Howard Howdy
Logan Pierce Everette
LISA ENGELHARDT CLARK
Rodney L. Cantrell
Jordan Leigh Cantrell
CHRISTOPHER NEIL WILLIAMS
Roy L. Parker
Graham Parker
James D Linton
Stuart Willis ONeal
Jonathan Mark Nelson
AARON BENJAMIN SAULS
Jonathon Donald Oliver
CHAD EVERETTE REYNOLDS
Jeffrey A. Wakefield
Walter Clark Pate
J Winston Hollingsworth
Larry Whittington
Joseph Theodore Chrobak
Robert Michael Goodwin
JONATHAN CRAIG BLACKWELL
DEREK SANDERSON PSZENNY
DAVID RONALD DAMM
THOMAS DUFFY MEYER
JOSEPH PARISH PARKER
ADAM TIMOTHY OSTERBUR
Jorge Luis Martinez
PATRICK DECLAN MOLAMPHY
BRUCE ROY WACKELIN
Gregory Alan Weigum
Kim Viola Patton Alexander
Claudia Ortega
Bynum Mathewson Satterwhite
KATHLEEN Payne Cannon
CARL WALTER BLACKWOOD
CHARLES BYNUM SATTERWHITE
PHILIP NICHOLAS SINGLETON
WESLEY EUGENE SINGLETON
ROBERT JACKSON POWELL
PATRICK NEAL PORTER
DANIEL PETER STIEH
WAIGHTSTILL MOREHEAD SCALES
ROBERT JACKSON POWELL
GENTRY EDWIN PORTER
JAMES MICHAEL NEWMAN
BRET DOUGLAS SMITH
SHANE MICHAEL ROBINSON
TYLER A. CURLEE
ANDREW PAUL COOPER
Brian Daniel Nethercutt
CHARLES LARRY BRIDGERS

Within 25 miles of Chocowinity, NC, Best Investors lists 45 registered investment advisory firms with 93 offices nearby, managing about $6.79T in combined regulatory AUM across 766,095 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 Chocowinity

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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