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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

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROWN ADVISORY
DELEGATE ADVISORS, LLC
CARDINAL WEALTH PARTNERS, LLC
NEWCOMB FINANCIAL ADVISORS, LLC
EDWARD JONES
FOUNDERS FINANCIAL ALLIANCE, LLC
LPL FINANCIAL LLC
HAMILTON POINT INVESTMENT ADVISORS, LLC
TRUEBRIDGE CAPITAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREDIT UNION INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARINER INDEPENDENT
COMMONWEALTH FINANCIAL NETWORK
CREATIVEONE WEALTH, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

BRIAN CARL SNYDER
KENDALL THOMASON
KEITH SCOTT CRABTREE
WENDY GEBAUER PALLADINO
CHERYL COLE WHITE
MELISSA TAYLOR PRICE
VITALIY KUKHTA
JOHN MUIR
MICHAEL TERENCE BUCKNER
TODD LEE RUST
KIMBERLY HAWKINS ELLIOTT
MARK RICHARD AVITABILE
JOSEPH YORK HUBBARD
JOHN BRANDON LAWRENCE
THEDORIA JEAN MCCAIN
DAVID LESLEY HENSON
BRANDON LEE HARRIS
ANNE MURRAY LLOYD
DONNA LEONARD BARCLAY
PATRICK JAMES VOLDNESS
MICHAEL WAYNE GILLMER
KEITH JOSEPH DASILVA
KENNETH CHARLES ZIMMERMAN
DAVID NEAL JOHNSON
ASHLEY ANN PAONESSA
ANTHONY L MAZZEO
RENEE PENLAND SORRELL
CARL SCOTT THOMASON
MATTHEW LEWIS TAPLEY
JAMES W MCCLARY
Eddie Ramirez
CAMI NUTT ADCOCK
JON KRISTOPHER JESTER
ANDREW DIMMITT HART
John Weaver Young
WILLIAM H NEWCOMB
Joshua F Wagenaar
Lili Oy-Ling Engelhardt
JAMES RICHARD BATEY
JOHN MARK DOERFER
KENNETH CARL NELSON
TRACY RYAN DAVIES
MARCI PIDDINGTON HANSEN
RICHARD SPEIGHT WOODS
NATHAN GUERRANT BYRD
David Charles Stephan
CALE HERNDON
Shihong Duan
ERIC C CARRILLO
DeMarcus A Bowden
JALYN MALIK THORPE
Patrick Henry Yanke
BRYAN RICHARD DEAROLF
SCOTT MARTIN FERGUSON
JOSEPH DAVID MATZA
James Frevola
PAUL GLYNN LINDSAY
KEVIN RANDALL EUGENE BERRY
James Fredric Bowdish

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