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Best financial advisors in Kennebec, NC

Registered advisers within 25 miles of Kennebec, NC.

Offices
578
Firms
216
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,127,723 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SPC
OTHER SIDE ASSET MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES
QUEST 10 WEALTH BUILDERS, INC.
SABER CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
CAPITAL FINANCIAL MANAGEMENT NC, INC
GRADIENT INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RED OAK CAPITAL ADVISORS

Investors

JUSTIN JOSEPH MCKAY
Thomas King
Thomas G. Gervase
MITCHEL CONRAD KRAUSE
Robert Harry Brennan
KENNETH DARRELL STEPHENSON
ANDREW DIXON DAVENPORT
VALERIE MARIE SEYMOUR
JOHN HAMLIN HUBER
Kevin Perrault
Jeroen Wesley Stone
CHRISTOPHER PAUL VASQUES
MICHAEL ROBERTO NUNEZ
GREGORY THOMAS KLEIN
BRIAN RUIZ
David A Hernandez
Robert Martin Eargle
DONALD RAYMOND DELARIA, JR.
WESLEY CLAYTON HAMILTON
JOSHUA ANDREW BARWICK
STEPHEN BARRETT BARDEN
JAMES ROBINSON MINOR
Amber W Honeycutt
Robin Lynn Wellings Loftus
Heather Mercer Oakley
Ryan Patrick Williams
Mary Elizabeth Poag Twiddy
Tammy Matthews

Within 25 miles of Kennebec, NC, Best Investors lists 216 registered investment advisory firms with 578 offices nearby, managing about $18.6T in combined regulatory AUM across 3,127,723 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 Kennebec

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM