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Best financial advisors in Lillington, NC

Registered advisers within 25 miles of Lillington, NC.

Offices
164
Firms
71
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
1.60M
1,600,502 clients when Item 5C has a number
Avg / client
$8.14M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC WEALTH MANAGEMENT LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
CREDIT UNION INVESTMENT SERVICES
GOOD LIFE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RED OAK CAPITAL ADVISORS
OSAIC WEALTH, INC.
CAPITAL FINANCIAL MANAGEMENT NC, INC
GRADIENT INVESTMENTS, LLC
QUEST 10 WEALTH BUILDERS, INC.
SABER CAPITAL MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.

Investors

Ahmed Iri Monley
Angela Johnson Brown
RYAN TIMOTHY POPE
Cody James Nussbaum
Bryson Trace Lee
WILLIAM JORDAN BAREFOOT
Ryan Patrick Williams
Mary Elizabeth Poag Twiddy
Tammy Matthews
Robbie Wayne Misplay
Dylan Santeramo
JAMES DUSTIN HINSON
CHRISTOPHER PAUL VASQUES
MICHAEL ROBERTO NUNEZ
JAMES ROBINSON MINOR
WILLIAM ROBERT MCGOLDRICK
Jeroen Wesley Stone
Amber W Honeycutt
Robin Lynn Wellings Loftus
Heather Mercer Oakley
DONALD RAYMOND DELARIA, JR.
WESLEY CLAYTON HAMILTON
David A Hernandez
KENNETH DARRELL STEPHENSON
ANDREW DIXON DAVENPORT
VALERIE MARIE SEYMOUR
JOHN HAMLIN HUBER
EDGAR ANTHONY BARBOUR

Within 25 miles of Lillington, NC, Best Investors lists 71 registered investment advisory firms with 164 offices nearby, managing about $13.0T in combined regulatory AUM across 1,600,502 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 Lillington

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM