Best Investors Account Sign in

Best financial advisors in Connellys Springs, NC

Registered advisers within 25 miles of Connellys Springs, NC.

Offices
113
Firms
37
Combined AUM
$7.25T
Firm-wide filings, not assets booked only here
Clients
701K
700,740 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

Maryann Diamond
Steven Ellis Fisher
Kelly Sue Childs
JODY BRADY DELVECHIO
Denise D Clay
Myron Stephens
THOMAS O BLACKWELL
Rachel Nicole Weiland
Martin Joseph Sohovich
Scott A Brooks
Tyler Chance Barnhardt
Rachel G Gilley
MARSHA TONEY CARVER
TRAVIS JONATHAN MULL
BRENDA WHISNANT WHITE
WILLIAM DONALD HAUGEN
ROBERT ALFRED BROCKLAND
LAURA VIA CHATHAM
DANIEL JOHN COLLINSON
EDWINA RUMFELT GOWAN
ASHLEY MOODY GALLION
JOHN FRANKLIN BLACK
WILLIAM B CANNON
JORDAN NASH GREENE
Joseph Matthew Anderson
Rondal Scott Mulwee
STEVEN LEMUEL SPARKS
HENRY LAWRENCE THOMPSON
CHARLES ALLEN ROGERS
Alexander Rhyne Johnson
Chad Adam Burel
Brooke Smith

Within 25 miles of Connellys Springs, NC, Best Investors lists 37 registered investment advisory firms with 113 offices nearby, managing about $7.25T in combined regulatory AUM across 700,740 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 Connellys Springs

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM