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Best financial advisors in Dunn, NC

Registered advisers within 25 miles of Dunn, NC.

Offices
58
Firms
26
Combined AUM
$4.10T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,022,785 clients when Item 5C has a number
Avg / client
$4.01M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
PRINCIPAL SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC

Investors

DAVID LANCE OWEN
Charles Ray Bradshaw
Russell Antonio Galvan
EDGAR ANTHONY BARBOUR
JAMES DUSTIN HINSON
Robbie Wayne Misplay
Cody James Nussbaum
Bryson Trace Lee
WILLIAM JORDAN BAREFOOT
Mark Harrell
RYAN TIMOTHY POPE
Angela Johnson Brown
Danielle Marie Osborne
JOSHUA ANDREW BARWICK
STEPHEN BARRETT BARDEN
Elizabeth Eason Manning
Phillip Harris
Jonathan L Proffitt
John Michael Ausley
JAMES PATRICK HOKE
CHRISTOPHER JOEL KEY
TONYA KEY MANESS
STANLEY BRUCE COATS
Tracy Haworth Harrison
Michael Mullins
Orvin Lee Johnson
Stephen Lee Parker

Within 25 miles of Dunn, NC, Best Investors lists 26 registered investment advisory firms with 58 offices nearby, managing about $4.10T in combined regulatory AUM across 1,022,785 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 Dunn

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM