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Best financial advisors in Linden, NC

Registered advisers within 25 miles of Linden, NC.

Offices
79
Firms
35
Combined AUM
$7.68T
Firm-wide filings, not assets booked only here
Clients
880K
879,995 clients when Item 5C has a number
Avg / client
$8.73M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CREDIT UNION INVESTMENT SERVICES
TRUIST ADVISORY SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
STRATEGIC WEALTH MANAGEMENT LLC
UNITED BROKERAGE SERVICES, INC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC
PRINCIPAL SECURITIES, INC.

Investors

Phillip Harris
Jonathan L Proffitt
John Michael Ausley
JAMES PATRICK HOKE
Danielle Marie Osborne
Cody James Nussbaum
Bryson Trace Lee
WILLIAM JORDAN BAREFOOT
Robbie Wayne Misplay
JAMES DUSTIN HINSON
Charles Ray Bradshaw
Russell Antonio Galvan
EDGAR ANTHONY BARBOUR
Angela Johnson Brown
DAVID LANCE OWEN
Ahmed Iri Monley
Austin Fitzpatrick
David Anthony Dutton
CARL BRENT ANTHONY
Sean Gordon
Waverlyn Royals
CHRISTY ROGERS KENNEDY
GLEN DOUGLAS BARNES
Wilton Bernard Cross
Tricia Klock Moreno
RYAN TIMOTHY POPE

Within 25 miles of Linden, NC, Best Investors lists 35 registered investment advisory firms with 79 offices nearby, managing about $7.68T in combined regulatory AUM across 879,995 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 Linden

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 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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