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Best financial advisors in Jamesville, NC

Registered advisers within 25 miles of Jamesville, NC.

Offices
17
Firms
9
Combined AUM
$2.05T
Firm-wide filings, not assets booked only here
Clients
75.4K
75,359 clients when Item 5C has a number
Avg / client
$27.2M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
OSAIC INSTITUTIONS, INC.
UNITED BROKERAGE SERVICES, INC
KESTRA PRIVATE WEALTH SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

RANDALL SCOTT WEST
MERLE THOMAS GREEN
Kasey Clayton Fletcher
Ashley Keith Woolard
MARK A CONWAY
James D Linton
Stuart Willis ONeal
Roy L. Parker
Graham Parker
Jonathon Donald Oliver
Jonathan Mark Nelson
AARON BENJAMIN SAULS
BLAKLEE RENN WOLFE
CHRISTOPHER NEIL WILLIAMS
Logan Pierce Everette
LISA ENGELHARDT CLARK
Rodney L. Cantrell
Jordan Leigh Cantrell
Adam Joseph Clough
LISA ROLL
THOMAS ROLL
Frederick Howard Howdy
Michael James Goodwin

Within 25 miles of Jamesville, NC, Best Investors lists 9 registered investment advisory firms with 17 offices nearby, managing about $2.05T in combined regulatory AUM across 75,359 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 Jamesville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 4 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 5 KESTRA PRIVATE WEALTH SERVICES, LLC 109 clients · 218 advisers $13.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 UNITED BROKERAGE SERVICES INC 1,391 clients · 59 advisers $372M AUM