Best financial advisors in Longwood, NC

Registered advisers within 25 miles of Longwood, NC.

Offices

31

Firms

18

Combined AUM

$5.37T

Firm-wide filings, not assets booked only here

Clients

669K

668,862 clients when Item 5C has a number

Avg / client

$8.03M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

925 SEASIDE RD SW SUITE 5
OCEAN ISLE BEACH, NC 28469

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

7455 HIGH MARKET ST
SUNSET BEACH, NC 28468

UNITED BROKERAGE SERVICES, INC

840 Sunset Blvd North
Sunset Beach, NC 28468

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

624 Village Rd SW Ste 2
Shallotte, NC 28470

TD PRIVATE CLIENT WEALTH LLC

1390 Highway 17 North
Little River, SC 29566

BUCK WEALTH STRATEGIES, LLC

5039-5 Main St.
Shallotte, NC 28470

BUCK WEALTH STRATEGIES, LLC

5039 Main St. #5
Shallotte, NC 28470

WEALTH MANAGEMENT ADVISORS, LLC

4705 MAIN STREET
SHALLOTTE, NC 28459

WEALTH MANAGEMENT ADVISORS, LLC

4705 MAIN STREET
SHALLOTTE, NC 28470

EDWARD JONES

4700 MAIN ST SUITE 1
SHALLOTTE, NC 28470

TRUIST ADVISORY SERVICES, INC.

100 SHALLOTTE CROSSING PKWY
SHALLOTE, NC 28470

STATE FARM INVESTMENT MANAGEMENT CORP.

4519 Main St
Shallotte, NC 28470

10.2 miles away

EDWARD JONES

1021 Sea Mountain Hwy Unit B1
North Myrtle Beach, SC 29582

11.9 miles away

LPL ENTERPRISE, LLC

1016 2ND AVE NORTH SUITE 206D SECOND AVENUE EXECUTIVE CENTER
NORTH MYRTLE BEACH, SC 29582

13.3 miles away

EDWARD JONES

1016 2ND AVE N SUITE 204
North Myrtle Beach, SC 29582

13.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

210 HWY 17 N
NORTH MYRTLE BEACH, SC 29582

13.4 miles away

EDWARD JONES

609 MAIN STREET
NORTH MYRTLE BEACH, SC 29582-3024

13.6 miles away

TRUIST ADVISORY SERVICES, INC.

521 MAIN ST
NORTH MYRTLE BEACH, SC 29582

13.7 miles away

TRUIST ADVISORY SERVICES, INC.

521 MAIN ST FL 1
NORTH MYRTLE BEACH, SC 29582

13.7 miles away

EDWARD JONES

409-2 HIGHWAY 17 SOUTH
NORTH MYRTLE BEACH, SC 29582-0000

13.8 miles away

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UNITED BROKERAGE SERVICES, INC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TD PRIVATE CLIENT WEALTH LLC

BUCK WEALTH STRATEGIES, LLC

WEALTH MANAGEMENT ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

Jeremy S Johnson

Silvia M Sevast

Henderson Louviere

Brian William Karg

Alister K Chick

ROGER HENRY WEISMILLER

Trent Richardson

Timothy M White

WILLIAM DAVIS MILLIGAN

Angela Sue Diehl

JARROD DANIEL GOULD

KRISTIN NICHOLE DOWDY

Justin Taft Shaw

Lynne M Robinson

THOMAS MICHAEL MULDOON

Monty Dean Faile

THOMAS JAMES BORNASCHELLA

WENDEL GREGORY YOUNG

MATTHEW RANDY MILLIGAN

Bryan Stephen Kaye

DANIEL AARON FORD

DREMA KAY SMITH

HEATHER ANN EDWARDS

Harold McCager Mitchell

Within 25 miles of Longwood, NC, Best Investors lists 18 registered investment advisory firms with 31 offices nearby, managing about $5.37T in combined regulatory AUM across 668,862 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 Longwood

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM