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Best financial advisors in Holly Ridge, NC

Registered advisers within 25 miles of Holly Ridge, NC.

Offices
96
Firms
51
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.89M
1,886,239 clients when Item 5C has a number
Avg / client
$5.40M
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
CREDIT UNION INVESTMENT SERVICES
PEMBROKE WEALTH MANAGEMENT, LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
FINANCIAL SECURITY ADVISORY INC

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
Casey Allen Simpson
MICHAEL PATRICK SANTANA
Carrie Laurin Spaulding
CAROLYN ALINA FINICK
Jason Wayne Younts
JAMES BALL
THOMAS GREGORY COOPER
AMANDA MORGAN ENGLISH
JOHN CAPRON GUGGENHEIMER
SUSAN LOVETTE CHEEK
KEVIN ROYCE WAGNER
DONALD TIMOTHY MOORE
JOSEPH KENT SPENCER
Andrew Rubem Alves
John Lee Beraud
Weiguo Richard Xu
Mary Vieregge
Todd Morin
RICHARD LEE PUGH
WESLEY REES HAYFORD
Julian Gregory Scarborough
Richard S Hamilton
Kelley Renee Tyson

Within 25 miles of Holly Ridge, NC, Best Investors lists 51 registered investment advisory firms with 96 offices nearby, managing about $10.2T in combined regulatory AUM across 1,886,239 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 Holly Ridge

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM