Best financial advisors in Kittrell, NC

Registered advisers within 25 miles of Kittrell, NC.

Offices

125

Firms

53

Combined AUM

$8.45T

Firm-wide filings, not assets booked only here

Clients

1.18M

1,184,806 clients when Item 5C has a number

Avg / client

$7.13M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

234 Raleigh Rd
Henderson, NC 27536

EDWARD JONES

232 DABNEY DRIVE SUITE C
HENDERSON, NC 27536

EDWARD JONES

1775 GRAHAM AVENUE SUITE 101
HENDERSON, NC 27536

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

129 W. BELLE STREET
HENDERSON, NC 27536

STATE FARM INVESTMENT MANAGEMENT CORP.

207 S Garnett St Ste A
Henderson, NC 27536

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

115 N. GARNETT STREET
HENDERSON, NC 27536

EDWARD JONES

857 S BECKFORD DR SUITE D
HENDERSON, NC 27536-3486

EQUITABLE ADVISORS, LLC

64 RED OAK ROAD
HENDERSON, NC 27537

LPL FINANCIAL LLC

8326 NC-56 HWY STE 100
LOUISBURG, NC 27549

10.4 miles away

EDWARD JONES

203 E INDUSTRY DRIVE SUITE D
OXFORD, NC 27565

10.7 miles away

TAR RIVER WEALTH PLANNING, LLC

109 N MAIN ST
LOUISBURG, NC 27549-9998

10.7 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

509 E. Nash Street
Louisburg, NC 27549

10.9 miles away

EDWARD JONES

216 N BICKETT BLVD SUITE 4
LOUISBURG, NC 27549

10.9 miles away

THE WEALTH GROUP, LTD

102 WEST SPRING STREET
OXFORD, NC 27565

LPL FINANCIAL LLC

144 MAIN ST. SUITE 112
OXFORD, NC 27565

EDWARD JONES

110 HILLSBORO ST
OXFORD, NC 27565

11.1 miles away

EDWARD JONES

64 WHEATON AVE
YOUNGSVILLE, NC 27596-8691

11.5 miles away

EDWARD JONES

126 W MAIN STREET
YOUNGSVILLE, NC 27596

12.2 miles away

CETERA INVESTMENT ADVISERS LLC

102 N MAIN STREET
CREEDMOOR, NC 27522

14.5 miles away

EDWARD JONES

302 N MAIN STREET
CREEDMOOR, NC 27522

14.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

EQUITABLE ADVISORS, LLC

LPL FINANCIAL LLC

TAR RIVER WEALTH PLANNING, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

THE WEALTH GROUP, LTD

CETERA INVESTMENT ADVISERS LLC

Investors

MARGIER LUE-DIETHA WHITE

Jonathan D White

Christopher Ryan Manning

Alexandra Kate Adams

Anthony Wayne Adams

RICHARD ALTLAND SPEERS

TONEY OTIS FALKNER

MATTHEW BRIEN WOODLIEF

WAYNE JACK COTTRELL

Charles Jeffery Perry

HOWELL ALEXANDER OGEARY

MATTHEW RONALD CRACCHIOLO

CHRISTOPHER RONALD CRACCHIOLO

Ezekial Cody Blake

Edgar Leonard Blackley

Reed Alfred Wheless

LOUIS ALFRED WHELESS

JAMES "TRIPP" PARKER LUMPKIN

Arturo Ynocencio Casanova Lumpkin

JAMES PARKER LUMPKIN

ADRIAN BRAME WOODY

Scott Wesley Allen

LEONARD RALPH CREECH

CLAUDE WILLIAM ALLEN

William Scott Jakes

Gabriel Warren Bowman

James Anthony Staples

Caroline Staples

KIMBERLY STROUSE COZART

CARLTON WAYNE EDWARDS II

Lauren Wimple Murphy

Christopher David Ellis

Within 25 miles of Kittrell, NC, Best Investors lists 53 registered investment advisory firms with 125 offices nearby, managing about $8.45T in combined regulatory AUM across 1,184,806 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 Kittrell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM