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Best financial advisors in Elm City, NC

Registered advisers within 25 miles of Elm City, NC.

Offices
57
Firms
26
Combined AUM
$5.59T
Firm-wide filings, not assets booked only here
Clients
681K
680,814 clients when Item 5C has a number
Avg / client
$8.21M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITAL INVESTMENT ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEVEL FOUR ADVISORY SERVICES
FIRST CITIZENS INVESTOR SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
OBP CAPITAL
EQUITABLE ADVISORS, LLC
LIVE OAK PRIVATE WEALTH, LLC
IRONSIDES ASSET ADVISORS, LLC

Investors

EDWARD SCOTT MONAGHAN
MICHAEL THOMAS WETHERINGTON
Logan M Savage
MARCUS FIELDING
CRYSTAL BATCHELOR HARDEE
Leigh Anne Walston Jackson
Charles Hunter Hoffman
Tyler William Johns
Garrett M Browder
Kim Bissette Hoffman
Wesley Graham Brown
Danusia Grace Honeycutt
Christopher Lawrence Collins
JUSTIN TIMOTHY MURRAY
Susan Nicole Worrell-Bridgers
SHEILA HERNANDEZ-CALZADA
Michael Caleb Strickland
GENTRY ROBINSON BUCHAN
Stephanie Hill Davis
Shamik A Jarrett
LARRY OLIVER BLAIR
MARK WAYNE ANTHONY
Kenneth FREDRICK Hill
KATHERINE P BELLAMY
ELVIE LINWOOD WHITE
Jacob Melvin Davis
Carlos A Martinez
GARLAND RICHARD HOMES
PHILIP HINES THOMPSON
ROBERT MOSELEY EDMONDSON
Gordon P Davis
Kenan de Roziere
RANDY R. MOOREHEAD
Leah Kathryn Givens-Tarkenton
MARY ELIZABETH SARGENT
EZEKIEL COLE POWELL
MICHAEL SHANE PATE
DANA FLOWERS DAWSON
JEFFREY LYNN COLLINS
Mary Angela Bolton
FRANK GEHMAN JOLLEY
WILLIAM HENRY COLLIER
EMMETT WAYNE GIBSON
MARK ERVIN ROBERTS
Benjamin Wadsworth Brock Roberts
MATTHEW DUNLAP VAUGHAN
Christy T. Warrick

Within 25 miles of Elm City, NC, Best Investors lists 26 registered investment advisory firms with 57 offices nearby, managing about $5.59T in combined regulatory AUM across 680,814 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 Elm City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM