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Best financial advisors in Double Island, NC

Registered advisers within 25 miles of Double Island, NC.

Offices
71
Firms
37
Combined AUM
$9.44T
Firm-wide filings, not assets booked only here
Clients
609K
609,024 clients when Item 5C has a number
Avg / client
$15.5M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
VALOR FINANCIAL PLANNING
OSAIC INSTITUTIONS, INC.
TURGEON & CO
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUIST ADVISORY SERVICES, INC.
VALUES FIRST ADVISORS, INC.
THE RETIREMENT PLANNING GROUP, LLC

Investors

DAVID M WILSON
James M Gentry Jr
Kenneth C Howell
Mary Elizabeth Raymer
MICKEY LEE BYRD
Brackton D Smith
Richard Michael Haney
Harry Howard Crosby
Hunter Scott Turgeon
Amaya Yarid
DAVID DON SEMERSKY
Jeffery Ledford
Richard Curtis Alexander
ANGELA DIONNE GANGER
MICHELLE LEA HILL
John Taylor Fleenor
JEFFREY ALLEN ANDERSON
GREGORY GERARD SCHUETTE
WESLEY JONATHAN ROBBINS
ANNA LEIGH DAVIS
AMANDA BALL HUDSON
LARRY ALEXANDER ELLIS
Clifford John Taylor
KENNETH GRANT BREWER
BENJAMIN PATRICK NUNN
ROY ELVIN NUNN
MICHAEL DALE MITCHELL
SCOTT ANTHONY MARMO
Sasha Stewart
Amy Grindstaff
Barry Dustin Jackson
Diego Javier Iglesias

Within 25 miles of Double Island, NC, Best Investors lists 37 registered investment advisory firms with 71 offices nearby, managing about $9.44T in combined regulatory AUM across 609,024 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 Double Island

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM