Best Investors Account Sign in

Best financial advisors in Corolla, NC

Registered advisers within 25 miles of Corolla, NC.

Offices
26
Firms
15
Combined AUM
$4.88T
Firm-wide filings, not assets booked only here
Clients
415K
414,522 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
FAITHWARD ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
HUTCHINS CANNING & COMPANY PA
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

CHRISTOPHER CHARLES GRAY
KIMBERLY DODSON CARROLL
KATHERINE Ann NEAVILL
MARY BETH FANELLI
WILLIAM THOMAS SULLIVAN
Martine E Lipnitzky
Susan Hulse Archbell
DAVID DANIEL WARNER
JOHN EDWARD DAWSON
CYNTHIA LYNN BITTLE
Christopher Blake Barcliff
JOHN DAVID SIMPSON
Mitchell Tucker Brown
WILLIAM WHICHARD
JOHN WOOLARD
MIRIAM CRANK
LAURA MELINDA VAN BUREN
MEREDITH MORELAND
WILLIAM JEFFREY MITCHELL
MICHELLE LYNN HOFF
Russell Maughan Hull
Jason Scott Guill
DANIEL A YATES
AARON M BROWN
Chase Dylan Baccus
JOSEPH EUGENE CHORY
Electra Eiras Armstead
Ryan M Smith
Phillip Douglas Bates

Within 25 miles of Corolla, NC, Best Investors lists 15 registered investment advisory firms with 26 offices nearby, managing about $4.88T in combined regulatory AUM across 414,522 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 Corolla

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM