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Best financial advisors in Fort Macon Coast Guard Base, NC

Registered advisers within 25 miles of Fort Macon Coast Guard Base, NC.

Offices
32
Firms
15
Combined AUM
$3.87T
Firm-wide filings, not assets booked only here
Clients
497K
497,433 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

Hilton Bryan O'Neal
JASON LEO WILSON
DONNA HOLMES COMER
Michael Edward Sprague
Bruce Fortin
James Harold Bass
Sara Catherine Snavely
PAIGE HARRIS JOYNER
Patrick Clayton Cottle
James Clyde Phillips
Craig Kopka
Ashley Faye Lindsay
Laura Hartz Connors
SUMNER M PARHAM

Within 25 miles of Fort Macon Coast Guard Base, NC, Best Investors lists 15 registered investment advisory firms with 32 offices nearby, managing about $3.87T in combined regulatory AUM across 497,433 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 Macon Coast Guard Base

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM