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Best financial advisors in Enfield, NC

Registered advisers within 25 miles of Enfield, NC.

Offices
44
Firms
22
Combined AUM
$3.78T
Firm-wide filings, not assets booked only here
Clients
580K
579,823 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
MWA FINANCIAL SERVICES INC.
FIRST ADVISORS NATIONAL, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
EMERALD ASSET MANAGEMENT, INC.
LPL FINANCIAL LLC

Investors

Kevin Lee DeBruhl
Nathan Matthew Lindeman
JOYCELYN YVETTE WHITE STOKES
Spencer Brady Nichols
CHRISTOPHER WAYNE CANADY
Zachary Theunis Misak
Donna Shearin Dunlow
Willis Robert Caudle III
JUSTIN BROOKS BUNTING
Robert Freeman Grady
BRYAN KRISTOPHER RICHARDSON
John Andrew Hawkins
Donald Milton Adkins
James Colby Lyles
Clarence B Bunting
TAYLOR ARCHER
WARREN S BRASWELL
MATTHEW DUNLAP VAUGHAN
JAMES BLAKE THARIN
WILLIAM TYLER GUPTON
ANGELA KILGO MOSS
BOBBY LEWIS MOSS
Philp Winston Thomas
CREIGHTON LEE HAYWORTH
STEVEN DANIEL FELTON

Within 25 miles of Enfield, NC, Best Investors lists 22 registered investment advisory firms with 44 offices nearby, managing about $3.78T in combined regulatory AUM across 579,823 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 Enfield

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM