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Best financial advisors in Grifton, NC

Registered advisers within 25 miles of Grifton, NC.

Offices
78
Firms
40
Combined AUM
$5.44T
Firm-wide filings, not assets booked only here
Clients
746K
746,198 clients when Item 5C has a number
Avg / client
$7.29M
Combined AUM ÷ clients

Nearby offices

Firms

CONE ADVISORY GROUP, INC.
EDWARD JONES
THE JOURNEYS GROUP, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
TYNDALL STROUD WEALTH MANAGEMENT, LLC
CPS INVESTMENT ADVISORS
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CURTIS DEAN CONE
CURTIS DEAN CONE
John Chadwick Matta
GEORGE THOMAS PATE III
GEORGE THOMAS PATE
THOMAS STROUD JR
ZACHARY BROWN GOINS
MILTON WARNER
JUSTIN HARDEE
DAVID HOOD
BRENT FRANKLIN HAYES
Matthew Hall Worthington
MARK RODNEY CONWAY
MARK ISHMAEL CONWAY
Garrett Ham Letchworth
Tammy Sutton Malone
Matthew Stokes Malone
Caleb Anthony Jarman
DEREK HUGH STROUD
LARRY KEITH TYNDALL
Joshua Sweeley
TROY TIMOTHY SHARPE
DAVID LEE DAVIS
JANET EILEEN CARPENTER
J Winston Hollingsworth
Larry Whittington
Joseph Theodore Chrobak
Robert Michael Goodwin
Aaron Zachary Futral
BOMAN WAYNE RICHARDSON
Mackenzie Davis DeVane
ANNA OGLESBY SMITH
Jeffrey Clifford Davis
JUSTIN EDWIN TART

Within 25 miles of Grifton, NC, Best Investors lists 40 registered investment advisory firms with 78 offices nearby, managing about $5.44T in combined regulatory AUM across 746,198 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 Grifton

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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