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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
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COOPER MCMANUS

Investors

Jordan Silver
Michael Leonard Bass
SARYN ELIZABETH KELLER
TRACY KENT MONK
ASHLEY ROSALIE IRIZARRY
THOMAS LAURIE SOUTHERN
ROBERT WILLIAM OVERMAN
JAY WARREN RISHEL
Christopher Allen Richey
Matthew Conard
MARK EDWARD CONARD
Georgiana Aileen Bowman
Charles Robert Knisley
MARY JONES
TRAVIS MOSER
SHELLY MALLARD
HOVEY AIKEN
KEITH WAYNE HOWELL
DAVID LEE DAVIS
E B TALLMAN
ABDUL KAREEM AR-RUSHDI
MICHAEL GERARD WILLE
Kathryn Thomas Giles
DAVID MICHAEL WILKINS
Kayla Dunnell Goins
TAYLOR J WHITFORD
Shannon Nicole Hudson
Angie Martin Moran
Ashley Roberts Carpenter
Daniel Merritt Roberts
Daniel M Roberts
Charles Garland Benson
THOMAS M GINGRICH
Kevin D Page
TIMOTHY B SAWYER
WILLIAM THOMAS CLIFTON PIKE
LYNDON CHARLES PALFREY
JOSHUA MICHAEL VESTAL
HILLARY THEODOSIA CROSS

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