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Best financial advisors in Four Oaks, NC

Registered advisers within 25 miles of Four Oaks, NC.

Offices
60
Firms
22
Combined AUM
$5.09T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,169,638 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.

Investors

Melanie Sue Marlow-Scheffler
Katherine McLeod Johnson
Robert Martin Eargle
Thomas King
MICHAEL SCOTT PARRISH
MICHAEL JOSEPH YOUNG
Robert Lee Dunn
JUSTIN JOSEPH MCKAY
Amber Nichole Clos
ERIK EMMANUEL RODRIGUEZ-LOPEZ
DANNY VESTER BROWN
WILLIAM J FABER
ALBERT W FABER
JAMES PATRICK HOKE
Robert Allen Talton
Jennifer Howard Evans
THOMAS GUY DANIELS
Jonathan Collins
Mary Norman-Hales
Adam Larcher
EUGENE CARROLL SMITH
LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
RICKEY DALE HUGHES
James M Branan

Within 25 miles of Four Oaks, NC, Best Investors lists 22 registered investment advisory firms with 60 offices nearby, managing about $5.09T in combined regulatory AUM across 1,169,638 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 Four Oaks

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM