Best Investors Account Sign in

Best financial advisors in Kinston, NC

Registered advisers within 25 miles of Kinston, NC.

Offices
55
Firms
32
Combined AUM
$4.70T
Firm-wide filings, not assets booked only here
Clients
585K
584,694 clients when Item 5C has a number
Avg / client
$8.05M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CREDIT UNION INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
LEVEL FOUR ADVISORY SERVICES
FOSS WEALTH MANAGEMENT, INC.
GRADIENT INVESTMENTS, LLC
CONE ADVISORY GROUP, INC.

Investors

THOMAS STROUD JR
ZACHARY BROWN GOINS
MILTON WARNER
JUSTIN HARDEE
DAVID HOOD
Tammy Sutton Malone
Matthew Stokes Malone
Garrett Ham Letchworth
TROY TIMOTHY SHARPE
DAVID LEE DAVIS
BRENT FRANKLIN HAYES
Matthew Hall Worthington
MARK RODNEY CONWAY
MARK ISHMAEL CONWAY
Aaron Zachary Futral
BOMAN WAYNE RICHARDSON
Mackenzie Davis DeVane
ANNA OGLESBY SMITH
Jeffrey Clifford Davis
JUSTIN EDWIN TART
MICHAEL ERNEST SPEARS
SARYN ELIZABETH KELLER
TRACY KENT MONK
MATTHEW RAY ROGERS
WILBUR SPEAR HEMBY
CHARLES CREIG FOSS
Grayson B Hussey
Roland Brent Andrews
CURTIS DEAN CONE
CURTIS DEAN CONE
John Chadwick Matta

Within 25 miles of Kinston, NC, Best Investors lists 32 registered investment advisory firms with 55 offices nearby, managing about $4.70T in combined regulatory AUM across 584,694 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 Kinston

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM