Best Financial Advisors in Hertford, NC

Within 25 miles of Hertford, NC, Best Investors lists 12 registered investment advisory firms with 16 offices nearby, managing about $5.17T in combined regulatory AUM across 374,702 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 Hertford

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM

Best financial advisors in Hertford, NC

Nearby offices

FIRST HEARTLAND CONSULTANTS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CREDIT UNION INVESTMENT SERVICES

EDWARD JONES

OSAIC INSTITUTIONS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

EDWARD JONES

TRUIST ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EDWARD JONES

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Firms

Investors

Largest firms in Hertford