Best Investors Account Sign in

Best financial advisors in Dublin, NC

Registered advisers within 25 miles of Dublin, NC.

Offices
17
Firms
10
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
405K
405,089 clients when Item 5C has a number
Avg / client
$7.42M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
AURORA STRATEGIC ADVISORS, LLC
VALIC FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

JOSHUA E WHITLEY
ZACHARY RYAN PITTMAN
HENRY TYRONE LEGGETTE
Mary Jo Walter
Joshua Lee Jackson
Harry Jason Walter
FLOYD FREEMAN PATE
TONY SCOTT BULLARD
CULBERT MCSWEEN MCLEAN
JOHN LEE GRISSOM
DAREK WAYNE HUNT
RICHARD EDGAR HARTNEY
ROBERT MATTHEW STARCHER
SHANNON HEATHER COTTER
COREY LYNN OVERCASH
Ashleigh Brewer Chadwick
Jared Ray Smith
MATTHEW STEPHENSON MCLEAN
Eric Gerard Lanier
ROBERT CHRISTIAN DEW
Carl Jamille Gore
CHARLES SHANNON WARD
COREY ADAM HOLTZ

Within 25 miles of Dublin, NC, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $3.01T in combined regulatory AUM across 405,089 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 Dublin

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM