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Best financial advisors in Dudley, NC

Registered advisers within 25 miles of Dudley, NC.

Offices
48
Firms
25
Combined AUM
$4.60T
Firm-wide filings, not assets booked only here
Clients
849K
849,116 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
JANNEY MONTGOMERY SCOTT LLC
PHYSICIANS FINANCIAL SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC
LPL ENTERPRISE, LLC
LEVEL FOUR ADVISORY SERVICES
FIRST CITIZENS INVESTOR SERVICES, INC.
FOSS WEALTH MANAGEMENT, INC.
GRADIENT INVESTMENTS, LLC

Investors

LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
RICKEY DALE HUGHES
EUGENE CARROLL SMITH
THOMAS GUY DANIELS
EDWARD EARL SPENCE
William Grant Webber
Jonathan Collins
Mary Norman-Hales
Adam Larcher
KENNETH HARLON NEAL
ATHENA KATSIS DOTY
JIMMY RAY HARE
JOHN GARDNER BEST
JULIE UZZELL DANIELS
MEAGAN JACKSON BOURGEOIS
BARBARA MATTHEWS
EMILY GAIL PITTMAN
Jesse Gordon Parks
JEFFREY BRIAN JACKSON
JAMES CANADY PARKER
Robert Allen Talton
RONALD JEFFERY TYNDALL
Matthew Nile Collier
JODI SCOTT
FRANK WILLIS FISHER
PAUL R MURPHY
Andrew Thomas McKnight
Rodney Dewey Woodard
JAMES HARRISON MARTIN
DEBORAH CHRISTINE Wright
Destaney Deana Jones
CHARLES CREIG FOSS
MATTHEW RAY ROGERS

Within 25 miles of Dudley, NC, Best Investors lists 25 registered investment advisory firms with 48 offices nearby, managing about $4.60T in combined regulatory AUM across 849,116 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 Dudley

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM