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Best financial advisors in Conetoe, NC

Registered advisers within 25 miles of Conetoe, NC.

Offices
87
Firms
40
Combined AUM
$4.66T
Firm-wide filings, not assets booked only here
Clients
652K
651,705 clients when Item 5C has a number
Avg / client
$7.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
FIRST CITIZENS INVESTOR SERVICES, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
OSAIC INSTITUTIONS, INC.

Investors

KELLY BETH WATSON
Matthew Bugg Thompson
Ricky Reynolds Thompson
Alison Thompson Blodgett
Jennifer Chavis Purnell
Andre D Barnes
Mathew Davis Hopkins
Miranda Ann Shelp
Dustin Dane Thornton
KENDRICK MARTIN WHITEHURST
BYRON DECHELLIS
DEBRA LYNN ALLEN
Lisa Dawn Booth
Robert Clark Moore
Eric Cohen
Matthew John Stork
John Xavier Corcoran
David Bryan Leigh
George Erick Bell
MATTHEW DAVID KENNEDY
CORY ARMAND KENNEDY
Stephen T Sharpe
Timothy Arthur Emanuel
Christopher Emanuel
JAMES MICHAEL BENGALA
JERRY ALLEN CARSON
ALEXANDER WORDSWORTH
CHRISTOPHER EARL JENKINS
Jonathan R Powers
SCOTT MONTGOMERY WEBB SHOOK
SAMUEL REUBEN HYLTON
MARK A CUTLER
Justine Lawson
Belinda Mai Butler
DIANA SERMONS RATH
WILLIAM HERMAN HOPKINS
Neal Joseph Fox
Sarah Bailey Peninger
Elizabeth Fox Barnes

Within 25 miles of Conetoe, NC, Best Investors lists 40 registered investment advisory firms with 87 offices nearby, managing about $4.66T in combined regulatory AUM across 651,705 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 Conetoe

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 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM