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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

RESURGENT ADVISORS
INTEGRATED WEALTH CONCEPTS LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FOUNDERS FINANCIAL ALLIANCE, LLC
KEEL POINT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
VANDALIA WEALTH
KEEL & LONG FINANCIAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
GENEOS WEALTH MANAGEMENT, INC.
FIRST HEARTLAND CONSULTANTS, INC.
GRADIENT ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

DANIEL LEROY TAYLOR
Robert Bryant Hough
DAVID ROGER HUNT
Christopher Ryan House
REBECCA HARRIS AVERY
CONNIE MARTIN PRITCHARD
NEILL A JENNINGS
CAROLYN BOWERS CREWS
CARLA DENTON BATTEN
MEGHAN HYLTON WOOLARD
MICHAEL TROY ROWE
ROBERT HOWARD
JOSEPH Y SPRUILL
WALTER DOUGLAS BRADY
NATHANIEL PERRY COHEN
JAMES PAGNANI
ANTHONY LOVENBERG
RUSSELL SNEED EAVES
VICKIE PEELE TEACHEY
Robert Jason Howell
DON MICHAEL RUDOLPH
CHRISTOPHER IAN ALEXANDER
STEPHEN KYLE GARCES
Robert George Burleson
REBECCA LYNNE BUIE
JAMES BUIE
DORSEY WEBSTER TYNDALL
John Davis Fleming
Don Frederick Keel
THOMAS J LONG
ROBERT JACKSON POWELL
PATRICK NEAL PORTER
DANIEL PETER STIEH
WAIGHTSTILL MOREHEAD SCALES
ROBERT JACKSON POWELL
GENTRY EDWIN PORTER
Claudia Ortega
Bynum Mathewson Satterwhite
KATHLEEN Payne Cannon
CARL WALTER BLACKWOOD
CHARLES BYNUM SATTERWHITE
PHILIP NICHOLAS SINGLETON
WESLEY EUGENE SINGLETON
STEVEN PATTON GRANT
MICHAEL JAMES DELIA
JAMES FRANKLIN BUCKMAN
JAMESON MARK TAUNTON
JAMES GRANT TAUNTON
ELISA MURRAY MCLAWHORN
Jeffrey A. Wakefield
Walter Clark Pate
KEMPLE LEE WILLIAMSON
Connor Bradley Woodlief
BROOKS PETER LINDBLAD
CHARLES LARRY BRIDGERS

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