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Best financial advisors in Kelford, NC

Registered advisers within 25 miles of Kelford, NC.

Offices
10
Firms
5
Combined AUM
$1.77T
Firm-wide filings, not assets booked only here
Clients
70.9K
70,869 clients when Item 5C has a number
Avg / client
$25.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Wingate Gordon Joyner
FRANK CLEVELAND JONES
Adam Joseph Clough
Melissa Anne Howell
Sara Johnson Crowder
BLAKLEE RENN WOLFE
Ashley Keith Woolard
MARK A CONWAY
RANDALL SCOTT WEST
Kasey Clayton Fletcher

Within 25 miles of Kelford, NC, Best Investors lists 5 registered investment advisory firms with 10 offices nearby, managing about $1.77T in combined regulatory AUM across 70,869 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 Kelford

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 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 4 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 5 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM