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Best financial advisors in Hampstead, NC

Registered advisers within 25 miles of Hampstead, NC.

Offices
149
Firms
70
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,565,999 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
FIRST CITIZENS INVESTOR SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PEMBROKE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
CG ADVISORY SERVICES
OSAIC WEALTH, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
ROCKEFELLER FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC

Investors

SCOTT ALAN LEBAUER
Mara Anne Calame Wessell
Christopher J Rosa
Karen Anne Jerabek
Jeffrey Wayne Morgan
James Wilson Taylor
ANGELA RUTH JOHNSON-MOORE
YARA ANNETTE RODRIGUEZ AGUILAR
BENJAMIN LEE ROBERTSON
KYLE COLLINS
Trevor James Yates
MICHAEL PATRICK SANTANA
CAROLYN ALINA FINICK
Jason Wayne Younts
DONALD TIMOTHY MOORE
WESLEY REES HAYFORD
Julian Gregory Scarborough
AMANDA MORGAN ENGLISH
ANDREW DEVITT FINNEGAN
JOSIAH WHITTEN
Denis Ingalls
JOSEPH DANIEL DAHL
PATRICK J DEAN
BONNIE MARIE CELIA
WILLIAM P. PATTERSON
Ian Joseph Faulkner
DONIS Noe SMITH
MICHAEL CHARLES PEARSON
JILLIAN MARIE PROPST
KRISTIN K MCCARTHY
TYLER CHAD YAW
THOMAS JOSEPH BURKE
ERIC ALLEN KULLBERG
PATRICIA OSBURN KUSEK

Within 25 miles of Hampstead, NC, Best Investors lists 70 registered investment advisory firms with 149 offices nearby, managing about $12.1T in combined regulatory AUM across 2,565,999 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 Hampstead

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM