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Best financial advisors in Cove City, NC

Registered advisers within 25 miles of Cove City, NC.

Offices
57
Firms
25
Combined AUM
$3.48T
Firm-wide filings, not assets booked only here
Clients
270K
269,943 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COOPER MCMANUS
FIRST CITIZENS INVESTOR SERVICES, INC.
BLUESKY WEALTH ADVISORS, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
LPL ENTERPRISE, LLC
PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
TAYLOE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

SARYN ELIZABETH KELLER
TRACY KENT MONK
CHAD EVERETTE REYNOLDS
ADAM CHARLES PERSKY
Jordan Silver
Michael Leonard Bass
TIMOTHY B SAWYER
HILLARY THEODOSIA CROSS
JAMES PERKINS EARLE
DAVID LAURENCE BLAIN
MOLLY SUTZ
Christie Lynn Bonacci
AYASHA JONES
JOHN A. STATON
MADELINE VALENTE
TARA LORRAINE HUGHES
CAROLINE JONES
JOHN ANDREWS NELSON
Michelle Martin Neuhalfen
Alberto Rivera
WILLIAM THOMAS CLIFTON PIKE
LYNDON CHARLES PALFREY
JOSHUA MICHAEL VESTAL
William Garrett Slack
Bruce Fortin
DEBORAH L COOK
Larry Earl Swinson
Katherine Anne Dougherty
Joanna Faircloth Carr
Heather Megan Retzler
ELEVIA MC COY HEARNE
DANIEL EDWARD MURPHY
DEBORAH COOK TAYLOE
DALE LEON ELKS
Bryson Farley
Ashley Taylor Woolard Paramore
ASHLEY ROSALIE IRIZARRY

Within 25 miles of Cove City, NC, Best Investors lists 25 registered investment advisory firms with 57 offices nearby, managing about $3.48T in combined regulatory AUM across 269,943 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 Cove City

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM