Best Investors Account Sign in

Best financial advisors in Clinton, NC

Registered advisers within 25 miles of Clinton, NC.

Offices
10
Firms
8
Combined AUM
$1.73T
Firm-wide filings, not assets booked only here
Clients
128K
127,769 clients when Item 5C has a number
Avg / client
$13.5M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
CP ADVISORS, INC.
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

RICHARD KENNETH WIETHORN
TIMOTHY R SUMNER
JAMES BERNICE JONES
MICHAEL L. CHESTNUTT
JEFFREY TODD JOHNSON
TERESA B. BRADSHAW
Mark M Jenkins
Amy Braxton Hairr
Christopher Tart
JOHN PETER GOETKE
KATHERINE DIANE POPE
RICKEY DALE HUGHES
LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
Amy C. West

Within 25 miles of Clinton, NC, Best Investors lists 8 registered investment advisory firms with 10 offices nearby, managing about $1.73T in combined regulatory AUM across 127,769 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 Clinton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 5 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 6 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM 7 CP ADVISORS, INC. 5 advisers $69.6M AUM 8 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM