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Best financial advisors in Cofield, NC

Registered advisers within 25 miles of Cofield, NC.

Offices
11
Firms
5
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
278K
277,648 clients when Item 5C has a number
Avg / client
$7.53M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

FRANK CLEVELAND JONES
Wingate Gordon Joyner
Sara Johnson Crowder
Melissa Anne Howell
Adrianna Gray Winslow
Adam Joseph Clough
PATRICIA BEACHAM RESPESS
ANGELA HARRELL FUTRELL
Kraig David Osborne
Michael Ray Barclift
BLAKLEE RENN WOLFE
LISA ROLL
THOMAS ROLL

Within 25 miles of Cofield, NC, Best Investors lists 5 registered investment advisory firms with 11 offices nearby, managing about $2.09T in combined regulatory AUM across 277,648 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 Cofield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 4 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 5 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM