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Best financial advisors in Creedmoor, NC

Registered advisers within 25 miles of Creedmoor, NC.

Offices
670
Firms
260
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,138,298 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CREDIT UNION INVESTMENT SERVICES
OAK CITY INVESTMENT CONSULTING
G. A. REPPLE & COMPANY
ALTRIUS CAPITAL MANAGEMENT, INC.
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Christopher David Ellis
KIMBERLY STROUSE COZART
CARLTON WAYNE EDWARDS II
Lauren Wimple Murphy
GINGER BRANDON CHRISTMAS
JOHN NICKS MOBLEY
Seth Adam Asbill
Timothy F Huber
Gabriel Warren Bowman
James Anthony Staples
Caroline Staples
DANIEL ALEXANDER WARD
ROSS PHILLIP ROGGENSACK
BRETTON SAUNDERS DANFORTH
David Joseph Brunswick
DAVID J BRUNSWICK
Blair Cashion Griffin
Catherine Marlow Easop
LAUREN CLARK TYNDALL
CHRISTOPHER CONNOR ROLF
Rudy J Stulc
Danny Bostic
Darryl Banks
Lucas C Gooding
Caroline Marie Gooding
Kristina Maria Paget
DANIEL CRESWELL
Gregory Dean Daniels
BRIAN CHRISTOPHER FUTCH
ANSELL HO NERI
GREGORY DANA WEISS
FREDENA JAMES
Jazmine Stewart
MICHAEL ANTHONY SHOVLAIN
ANDREW RORY PREDDY
Mark Joseph Obrien
Lyben Hizkias

Within 25 miles of Creedmoor, NC, Best Investors lists 260 registered investment advisory firms with 670 offices nearby, managing about $19.4T in combined regulatory AUM across 3,138,298 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 Creedmoor

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM