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Best financial advisors in Havelock, NC

Registered advisers within 25 miles of Havelock, NC.

Offices
66
Firms
27
Combined AUM
$4.98T
Firm-wide filings, not assets booked only here
Clients
605K
605,220 clients when Item 5C has a number
Avg / client
$8.22M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Michael Edward Sprague
Bruce Fortin
James Harold Bass
DONNA HOLMES COMER
Sara Catherine Snavely
TIMOTHY ALLAN NECAISE
DAVID WINFIELD MILLER
Gabriel Tiller
James E Dee
Cheryl Henke Mansfield
CLARK NAYLOR CALLAWAY
ROBERT ANDREW HARDIN
CAROLINE HELEN GEORGIADIS
DALLAS PRESTON GARNER
JOHN CURTIS FLOYD
Browning Scott Sanderson
Barton K Farrell
Henry Kahen
Morgan Tingen Edmondson
CHARLIE LEE TINGEN
SUMNER M PARHAM
Ryan Wayne Morris
JOHN WILLIAM TULLOSS
ASHLEY GARRETT HARDISON
CARLO WALTER OLDANI
WILLIAM VALLECILLO

Within 25 miles of Havelock, NC, Best Investors lists 27 registered investment advisory firms with 66 offices nearby, managing about $4.98T in combined regulatory AUM across 605,220 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 Havelock

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM