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Best financial advisors in Goldsboro, NC

Registered advisers within 25 miles of Goldsboro, NC.

Offices
47
Firms
23
Combined AUM
$4.24T
Firm-wide filings, not assets booked only here
Clients
778K
778,322 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
RBC CAPITAL MARKETS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JANNEY MONTGOMERY SCOTT LLC
PHYSICIANS FINANCIAL SERVICES, INC.
LEVEL FOUR ADVISORY SERVICES
BROOKSTONE WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Robert Allen Talton
THOMAS GUY DANIELS
Jonathan Collins
Mary Norman-Hales
Adam Larcher
EUGENE CARROLL SMITH
PAUL R MURPHY
EDWARD EARL SPENCE
William Grant Webber
Rodney Dewey Woodard
JAMES HARRISON MARTIN
DEBORAH CHRISTINE Wright
FRANK WILLIS FISHER
RONALD JEFFERY TYNDALL
Matthew Nile Collier
JODI SCOTT
Destaney Deana Jones
KENNETH HARLON NEAL
ATHENA KATSIS DOTY
JIMMY RAY HARE
JOHN GARDNER BEST
JULIE UZZELL DANIELS
MEAGAN JACKSON BOURGEOIS
BARBARA MATTHEWS
EMILY GAIL PITTMAN
Jesse Gordon Parks
JEFFREY BRIAN JACKSON
JAMES CANADY PARKER
Andrew Thomas McKnight
JONATHAN VANCE GREESON
LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
RICKEY DALE HUGHES
WILLIAM J FABER
ALBERT W FABER
JAMES PATRICK HOKE

Within 25 miles of Goldsboro, NC, Best Investors lists 23 registered investment advisory firms with 47 offices nearby, managing about $4.24T in combined regulatory AUM across 778,322 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 Goldsboro

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM