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Best financial advisors in Edwards Crossroads, NC

Registered advisers within 25 miles of Edwards Crossroads, NC.

Offices
35
Firms
13
Combined AUM
$4.28T
Firm-wide filings, not assets booked only here
Clients
560K
560,257 clients when Item 5C has a number
Avg / client
$7.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
GOOD LIFE ADVISORS, LLC

Investors

Robert Brett Liverman
ROBERT DALE WINGATE
Ches Robert Helmick
JACQUELINE F VAUGHAN
EDWARD AMBROSE HANKS
Douglas Eugene Morgan
Joshua Kent Garrett
KODY RIAN MCDANIEL
CHRISTOPHER RONALD PORTER
LYNN HAYES FUNK
Samuel Hendrick Beasley
John Hampton Bryant
Douglas S Bryant
Wiley M. Mock
RANDAL JOSEPH COKELEY
Robert Donald Elijah Morgan
LARRY JUSTIN EDWARDS
LARRY EVERETT EDWARDS
MITCHELL LYNN PHILLIPS
JONATHAN CHAD SMITH
CHRISTOPHER MICHAEL FINNEY
Jason Neal Sutherland
Tyler David Moore
JUSTIN ALLEN HALL
CHRISTOPHER SCOTT KING
JAMES STEVEN OWINGS
JASON THOMAS SINGLETON
Elizabeth Bahena
Frank H. Beals

Within 25 miles of Edwards Crossroads, NC, Best Investors lists 13 registered investment advisory firms with 35 offices nearby, managing about $4.28T in combined regulatory AUM across 560,257 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 Edwards Crossroads

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM