Best financial advisors in Fort Caswell, NC

Registered advisers within 25 miles of Fort Caswell, NC.

Offices

89

Firms

40

Combined AUM

$6.80T

Firm-wide filings, not assets booked only here

Clients

803K

803,457 clients when Item 5C has a number

Avg / client

$8.47M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

8509 E Oak Island Dr Unit 2
Oak Island, NC 28465-8070

OSAIC WEALTH, INC.

4030 Old Bridge Road SE
Southport, NC 28461

STATE FARM INVESTMENT MANAGEMENT CORP.

4330 Southport Supply Rd SE Unit 202
Southport, NC 28461

LPL FINANCIAL LLC

4330 SOUTHPORT-SUPPLY RD SE, UNIT 203
SOUTHPORT, NC 28461

EDWARD JONES

4870 Long Beach Rd SE Ste 1
Southport, NC 28461

CREDIT UNION INVESTMENT SERVICES

5190 Eason St
Southport, NC 28461

EDWARD JONES

2831 MIDWAY RD SE STE 112
BOLIVIA, NC 28422

LPL FINANCIAL LLC

1456 N HOWE STREET STE 200
SOUTHPORT, NC 28461

INDEPENDENT ADVISOR ALLIANCE, LLC

715 N. Howe St. Unit 2
Southport, NC 28461

EQUITABLE ADVISORS, LLC

715 N. HOWE ST SUITE 1
SOUTHPORT, NC 28461

LPL FINANCIAL LLC

611 N HOWE ST
SOUTHPORT, NC 28461

EDWARD JONES

422 NORTH HOWE STREET
SOUTHPORT, NC 28461

FIRST FINANCIAL COACHING, INC.

112 E. MOORE STREET SUITE 5
SOUTHPORT, NC 28451

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

122 HARPER AVE
CAROLINA BEACH, NC 28428

14.7 miles away

EMERSON EQUITY LLC

1008 North Lake Park Blvd Suite 101
Carolina Beach, NC 28428

14.8 miles away

EDWARD JONES

1206 Lake Park Blvd N Suite H
Carolina Beach, NC 28428-4165

14.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4519 Main St
Shallotte, NC 28470

16.2 miles away

TRUIST ADVISORY SERVICES, INC.

100 SHALLOTTE CROSSING PKWY
SHALLOTE, NC 28470

16.3 miles away

EDWARD JONES

4700 MAIN ST SUITE 1
SHALLOTTE, NC 28470

16.6 miles away

WEALTH MANAGEMENT ADVISORS, LLC

4705 MAIN STREET
SHALLOTTE, NC 28459

16.6 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

CREDIT UNION INVESTMENT SERVICES

INDEPENDENT ADVISOR ALLIANCE, LLC

EQUITABLE ADVISORS, LLC

FIRST FINANCIAL COACHING, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EMERSON EQUITY LLC

TRUIST ADVISORY SERVICES, INC.

WEALTH MANAGEMENT ADVISORS, LLC

Investors

BETH ANN NELSON

JOSEPH WELCH SEEGERS

WILLIAM FRED ROGERS

JONATHAN PHILLIP GROCOTT

Adam Layne Powell

Randall A Trimm

EMILY MONROE POOLE

Jeremy Ryan Hinson

Teresa Ann Carroll

WANDA COLEMAN MCGOWAN

Nathanial Peter Hanson

WILLIAM BRETT MCKEITHAN

WILLIAM WATSON GAULDIN

JOHN MARK ERWIN

WILLIAM ROBERT WIGGINS

Nicholas Allen Kaplenski

MAYO MCGILL FITZHUGH

Claudia Huerta Suazo

James Frederick Tollens

KRISTIN NICHOLE DOWDY

JARROD DANIEL GOULD

Angela Sue Diehl

Within 25 miles of Fort Caswell, NC, Best Investors lists 40 registered investment advisory firms with 89 offices nearby, managing about $6.80T in combined regulatory AUM across 803,457 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 Fort Caswell

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM