Best Investors Account Sign in

Best financial advisors in Faison, NC

Registered advisers within 25 miles of Faison, NC.

Offices
24
Firms
16
Combined AUM
$2.76T
Firm-wide filings, not assets booked only here
Clients
458K
457,607 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

LEVEL FOUR ADVISORY SERVICES
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES

Investors

Andrew Thomas McKnight
Rodney Dewey Woodard
JAMES HARRISON MARTIN
DEBORAH CHRISTINE Wright
Destaney Deana Jones

Within 25 miles of Faison, NC, Best Investors lists 16 registered investment advisory firms with 24 offices nearby, managing about $2.76T in combined regulatory AUM across 457,607 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 Faison

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM