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Best financial advisors in Clarendon, NC

Registered advisers within 25 miles of Clarendon, NC.

Offices
18
Firms
10
Combined AUM
$5.06T
Firm-wide filings, not assets booked only here
Clients
435K
435,164 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED BROKERAGE SERVICES, INC
TRUIST ADVISORY SERVICES, INC.

Investors

CHARLES SHANNON WARD
Carl Jamille Gore
Eric Gerard Lanier
MATTHEW STEPHENSON MCLEAN
ROBERT CHRISTIAN DEW
ROGER HENRY WEISMILLER
Tiffany Musso
Jeremy S Johnson
Silvia M Sevast
THOMAS MICHAEL MULDOON
Monty Dean Faile
Maxwell Faile
Justin Taft Shaw
Lynne M Robinson
Taylor W Faile
THOMAS JAMES BORNASCHELLA
WENDEL GREGORY YOUNG
MATTHEW RANDY MILLIGAN
Harold McCager Mitchell
Bryan Stephen Kaye
Henderson Louviere
Brian William Karg
DANIEL AARON FORD
DREMA KAY SMITH
HEATHER ANN EDWARDS
Theopolus S Mickles
Taneisha L. Gore
Andrew Nelson Hazle
Richard Ernest Lundy

Within 25 miles of Clarendon, NC, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $5.06T in combined regulatory AUM across 435,164 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 Clarendon

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 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 TD PRIVATE CLIENT WEALTH LLC 542 advisers $8.57B AUM