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Best financial advisors in Emerald Isle, NC

Registered advisers within 25 miles of Emerald Isle, NC.

Offices
38
Firms
19
Combined AUM
$6.60T
Firm-wide filings, not assets booked only here
Clients
534K
534,200 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.

Investors

PAIGE HARRIS JOYNER
Patrick Clayton Cottle
James Clyde Phillips
DAVID WINFIELD MILLER
TIMOTHY ALLAN NECAISE
Craig Kopka
Ashley Faye Lindsay
Gabriel Tiller
James E Dee
Cheryl Henke Mansfield
CLARK NAYLOR CALLAWAY
ROBERT ANDREW HARDIN
CAROLINE HELEN GEORGIADIS
Laura Hartz Connors
DALLAS PRESTON GARNER
JOHN CURTIS FLOYD
Browning Scott Sanderson
Barton K Farrell
Henry Kahen
Morgan Tingen Edmondson
CHARLIE LEE TINGEN
Ryan Wayne Morris
JOHN WILLIAM TULLOSS
ASHLEY GARRETT HARDISON

Within 25 miles of Emerald Isle, NC, Best Investors lists 19 registered investment advisory firms with 38 offices nearby, managing about $6.60T in combined regulatory AUM across 534,200 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 Emerald Isle

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM