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Best financial advisors in Jacksons Creek, NC

Registered advisers within 25 miles of Jacksons Creek, NC.

Offices
81
Firms
31
Combined AUM
$6.84T
Firm-wide filings, not assets booked only here
Clients
863K
863,298 clients when Item 5C has a number
Avg / client
$7.92M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
MWA FINANCIAL SERVICES INC.
LINCOLN INVESTMENT
LPL FINANCIAL LLC
UWHARRIE INVESTMENT ADVISORS, INC.
CREDIT UNION INVESTMENT SERVICES

Investors

Kevin Harold White
Patrick Joseph Hynes
Joshua Mark Hamm
JERRY BRADFORD GRIMES
CODY MICHAEL BECK
Suzette McIntyre
Tracey Lynn Hayes
TIFFANY MICHELLE CAUDLE
WILLIAM FRANKLIN BRITT
KIMBERLY BASSETT CARPENTER
John Matthew Dye
Jeffery Scott Hayes
JERRY LYNN BARRIER
Caroline Stover Lupo
WILLIAM CLIFTON ROBINSON
DOUGLAS B NIXON
CHARLES DAVID ROBERTS
SHANE MICHAEL ROBINSON
ANDREW MALCOLM ROSE
MICKEY MURDOCK MORTON
Daryn Ray Trogdon
Dustin Mychael VanWeerdhuizen
Ethan Tyler Francel Goude
WILLIAM LEON RIVES
ROGER LEE DICK
CHRISTY DAVIS STONER
MISTY WHITLEY THORNBURG
DAVID C. GASKIN
KELLY BROOKS SMITH
BROOKE LATON SENTER
MICHAEL GLENN HARWOOD
Thomas Eugene Wall
Carl Webster Grubb
Bryson Young Childress
VELINDA FINK BOST
KYLE VANN EUDY
JOANNE B BURLESON
JENNIFER BROYHILL MOREHEAD
Hayden Reece Hicks
EMMA LUCKADOO CORNELIUSSEN

Within 25 miles of Jacksons Creek, NC, Best Investors lists 31 registered investment advisory firms with 81 offices nearby, managing about $6.84T in combined regulatory AUM across 863,298 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 Jacksons Creek

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM