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Best financial advisors in Knotts Island, NC

Registered advisers within 25 miles of Knotts Island, NC.

Offices
205
Firms
85
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,866,682 clients when Item 5C has a number
Avg / client
$4.01M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
NAVY FEDERAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.

Investors

CHRISTOPHER CHARLES GRAY
Jason Scott Guill
DANIEL A YATES
Shawn-Michael manniel
Alex Tzekovsky
JEFFREY RYAN POWELL
Daniel Slade Ross
Bryan Sullivan Brough
Olga Khondoga Alexander
Dawn M Peters
Virginia Sanchez
AUSTIN O'NEAL GAMMON
LEE MICHAEL SHERLOCK
ROBERT IAN WOODS
William Thomas Breon
Christopher Blake Barcliff
JOHN DAVID SIMPSON
Mitchell Tucker Brown
WILLIAM WHICHARD
JOHN WOOLARD
MIRIAM CRANK
LAURA MELINDA VAN BUREN
MEREDITH MORELAND
WILLIAM JEFFREY MITCHELL
MICHELLE LYNN HOFF
Russell Maughan Hull
Patrick Neal Franklin
SARAH MARIE TURNER
AARON M BROWN

Within 25 miles of Knotts Island, NC, Best Investors lists 85 registered investment advisory firms with 205 offices nearby, managing about $11.5T in combined regulatory AUM across 2,866,682 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 Knotts Island

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM