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Best financial advisors in Kennells Beach, NC

Registered advisers within 25 miles of Kennells Beach, NC.

Offices
53
Firms
24
Combined AUM
$4.95T
Firm-wide filings, not assets booked only here
Clients
604K
604,064 clients when Item 5C has a number
Avg / client
$8.19M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC

Investors

SUMNER M PARHAM
Charles Garland Benson
THOMAS M GINGRICH
MARY JONES
TRAVIS MOSER
SHELLY MALLARD
HOVEY AIKEN
Georgiana Aileen Bowman
Charles Robert Knisley
Angie Martin Moran
Ashley Roberts Carpenter
Daniel Merritt Roberts
Daniel M Roberts
LOWELL JARED TAYLOR
MICHAEL GERARD WILLE
Kathryn Thomas Giles
DAVID MICHAEL WILKINS
Kayla Dunnell Goins
TAYLOR J WHITFORD
Shannon Nicole Hudson
Kevin D Page
KEITH WAYNE HOWELL
DAVID LEE DAVIS
E B TALLMAN
ABDUL KAREEM AR-RUSHDI
Matthew Conard
MARK EDWARD CONARD
ROBERT WILLIAM OVERMAN
JAY WARREN RISHEL
ASHLEY ROSALIE IRIZARRY
THOMAS LAURIE SOUTHERN
Christopher Allen Richey
Ashley Taylor Woolard Paramore
Sara Catherine Snavely
Bryson Farley

Within 25 miles of Kennells Beach, NC, Best Investors lists 24 registered investment advisory firms with 53 offices nearby, managing about $4.95T in combined regulatory AUM across 604,064 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 Kennells Beach

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM