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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

WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL SOLUTIONS GROUP
GOOD LIFE ADVISORS, LLC
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

DANIEL GLEN FISCHLER
JENNIFER COX MANN
GREG DANIEL PATTERSON
JACOB RICHARD HOYUMPA
JAMES ALLEN CANADY
Noel Kristin Rupprecht
TARA NICOLE GOULD
STEVEN RODNEY JONES
TIFFANY NICOLE GRAMMER-NEWLIN
LOWELL JARED TAYLOR
Ashley Taylor Woolard Paramore
Charles Garland Benson
THOMAS M GINGRICH
Angie Martin Moran
Ashley Roberts Carpenter
Daniel Merritt Roberts
Daniel M Roberts
Kevin D Page
MARY JONES
TRAVIS MOSER
SHELLY MALLARD
HOVEY AIKEN
MICHAEL GERARD WILLE
Kathryn Thomas Giles
DAVID MICHAEL WILKINS
Kayla Dunnell Goins
TAYLOR J WHITFORD
Shannon Nicole Hudson
Georgiana Aileen Bowman
Charles Robert Knisley
KEITH WAYNE HOWELL
DAVID LEE DAVIS
E B TALLMAN
ABDUL KAREEM AR-RUSHDI
Matthew Conard
MARK EDWARD CONARD
ROBERT WILLIAM OVERMAN
JAY WARREN RISHEL
Christopher Allen Richey
ASHLEY ROSALIE IRIZARRY

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