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Best financial advisors in Coleridge, NC

Registered advisers within 25 miles of Coleridge, NC.

Offices
25
Firms
11
Combined AUM
$3.19T
Firm-wide filings, not assets booked only here
Clients
584K
583,648 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

MWA FINANCIAL SERVICES INC.
EDWARD JONES
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Daryn Ray Trogdon
Laura Marsh Clapp
Jonathon Reinhard Marsh
John Matthew Dye
Jeffery Scott Hayes
Caroline Stover Lupo
JOHN MICHAEL MCNEELY
SCOTT H. ALLEN
Preston Alan Russell
Tyler Hickernell
Jay Derry Brownfield
Erica Hayes Miller
Kenny Jack Kidd
RONALD ARTHUR WOODY
STEVE DEAN WILLIAMS
NEIL COLLIN RABB
ROGER LEE MABE
JASON TODD ORTIZ
BRETT LEE THOMAS
JOSEPH GALE THOMAS
PHILIP ANDREW LAHR
JOSEPH BENTON GRIFFITH
Scott Kenneth Kauffman
KIMBERLEY ANN ALDRICH
CORNELIUS GRIFFIN
COLLEEN DOWNEY MITCHELL
Anthony Cruz
STEVEN BENNETT HARRELL
ADAM DEAN LEMMERT

Within 25 miles of Coleridge, NC, Best Investors lists 11 registered investment advisory firms with 25 offices nearby, managing about $3.19T in combined regulatory AUM across 583,648 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 Coleridge

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM