Best financial advisors in Coats, NC

Registered advisers within 25 miles of Coats, NC.

Offices

146

Firms

62

Combined AUM

$8.19T

Firm-wide filings, not assets booked only here

Clients

1.26M

1,262,216 clients when Item 5C has a number

Avg / client

$6.49M

Combined AUM ÷ clients

Nearby offices

PRINCIPAL SECURITIES, INC.

140 N MCKINLEY ST
COATS, NC 27521

EDWARD JONES

201B E MAIN ST
BENSON, NC 27504-1508

EDWARD JONES

514 ERWIN RD
DUNN, NC 28334

CREDIT UNION INVESTMENT SERVICES

200 Tilghman Dr
Dunn, NC 28334

STATE FARM INVESTMENT MANAGEMENT CORP.

1109 W BROAD ST
DUNN, NC 28334

TRUIST ADVISORY SERVICES, INC.

107 W BROAD ST FL 1
DUNN, NC 28334

FIRST CITIZENS INVESTOR SERVICES, INC.

115 South Wilson Ave
Dunn, NC 28334

EDWARD JONES

105 EAST DIVINE STREET
DUNN, NC 28334

EDWARD JONES

16 W FRONT STREET
LILLINGTON, NC 27546

CREDIT UNION INVESTMENT SERVICES

168 Annette Dr.
Benson, NC 27504

J.P. MORGAN SECURITIES LLC

16070 NC Highway 50 N
Garner, NC 27529

12.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

7265 NC HIGHWAY 42
RALEIGH, NC 27603

12.8 miles away

SPC

1501 Lakestone Village Lane Suite 205 D
Fuquay Varina, NC 27526

13.8 miles away

QUEST 10 WEALTH BUILDERS, INC.

7629 PURFOY ROAD SUITE 105
FUQUAY-VARINA, NC 27526

SABER CAPITAL MANAGEMENT LLC

7621 PURFOY RD, SUITE 105
FUQUAY VARINA, NC 27526

LPL FINANCIAL LLC

325 N. JUDD PARKWAY
FUQUAY VARINA, NC 27526

CREDIT UNION INVESTMENT SERVICES

404 Old Honeycutt Road
Fuquay Varina, NC 27526

14.1 miles away

STRATEGIC WEALTH MANAGEMENT LLC

124 VAN WINKLE STREET
LILLINGTON, NC 27546

14.1 miles away

EDWARD JONES

108 E VANCE STREET
FUQUAY VARINA, NC 27526-2235

14.2 miles away

EDWARD JONES

604 STELLATA DR Berkshire PL
FUQUAY VARINA, NC 27526

14.2 miles away

Firms

PRINCIPAL SECURITIES, INC.

CREDIT UNION INVESTMENT SERVICES

STATE FARM INVESTMENT MANAGEMENT CORP.

TRUIST ADVISORY SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

QUEST 10 WEALTH BUILDERS, INC.

SABER CAPITAL MANAGEMENT LLC

LPL FINANCIAL LLC

STRATEGIC WEALTH MANAGEMENT LLC

Investors

RYAN TIMOTHY POPE

Robbie Wayne Misplay

Cody James Nussbaum

Bryson Trace Lee

WILLIAM JORDAN BAREFOOT

JAMES DUSTIN HINSON

EDGAR ANTHONY BARBOUR

DAVID LANCE OWEN

Charles Ray Bradshaw

Russell Antonio Galvan

Angela Johnson Brown

JOSHUA ANDREW BARWICK

STEPHEN BARRETT BARDEN

JUSTIN JOSEPH MCKAY

Thomas G. Gervase

KENNETH DARRELL STEPHENSON

ANDREW DIXON DAVENPORT

VALERIE MARIE SEYMOUR

JOHN HAMLIN HUBER

CHRISTOPHER PAUL VASQUES

MICHAEL ROBERTO NUNEZ

Jeroen Wesley Stone

Ahmed Iri Monley

Ryan Patrick Williams

Mary Elizabeth Poag Twiddy

David A Hernandez

Within 25 miles of Coats, NC, Best Investors lists 62 registered investment advisory firms with 146 offices nearby, managing about $8.19T in combined regulatory AUM across 1,262,216 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 Coats

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM