Best financial advisors in Manson, NC

Registered advisers within 25 miles of Manson, NC.

Offices

21

Firms

11

Combined AUM

$2.91T

Firm-wide filings, not assets booked only here

Clients

565K

565,035 clients when Item 5C has a number

Avg / client

$5.15M

Combined AUM ÷ clients

Nearby offices

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

115 N. GARNETT STREET
HENDERSON, NC 27536

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

207 S Garnett St Ste A
Henderson, NC 27536

12.4 miles away

EDWARD JONES

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

12.6 miles away

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

129 W. BELLE STREET
HENDERSON, NC 27536

12.8 miles away

EQUITABLE ADVISORS, LLC

64 RED OAK ROAD
HENDERSON, NC 27537

STATE FARM INVESTMENT MANAGEMENT CORP.

234 Raleigh Rd
Henderson, NC 27536

EDWARD JONES

232 DABNEY DRIVE SUITE C
HENDERSON, NC 27536

13.1 miles away

EDWARD JONES

1775 GRAHAM AVENUE SUITE 101
HENDERSON, NC 27536

13.7 miles away

BOELTE O'HARA WEALTH MANAGEMENT

403 VIRGINIA AVENUE
CLARKSVILLE, VA 23927

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

500 Virginia Ave.
Clarksville, VA 23927

EDWARD JONES

215 S MECKLENBURG AVE
SOUTH HILL, VA 23970-2619

19.1 miles away

CETERA INVESTMENT ADVISERS LLC

113 N BRUNSWICK AVE
SOUTH HILL, VA 23970

19.2 miles away

EDWARD JONES

2111 Eaton Ferry Road
Littleton, NC 27850-0000

19.3 miles away

EDWARD JONES

801 N MECKLENBURG AVENUE
SOUTH HILL, VA 23970

19.8 miles away

OSAIC WEALTH, INC.

805 N. Mecklenburg Ave. Suite 4
South Hill, VA 23970

19.8 miles away

LPL FINANCIAL LLC

144 MAIN ST. SUITE 112
OXFORD, NC 27565

STATE FARM INVESTMENT MANAGEMENT CORP.

864 N Mecklenburg Ave
South Hill, VA 23970

EDWARD JONES

110 HILLSBORO ST
OXFORD, NC 27565

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

905 N Mecklenburg Ave
South Hill, VA 23970

THE WEALTH GROUP, LTD

102 WEST SPRING STREET
OXFORD, NC 27565

20.1 miles away

Firms

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

EQUITABLE ADVISORS, LLC

BOELTE O'HARA WEALTH MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

THE WEALTH GROUP, LTD

Investors

WAYNE JACK COTTRELL

Charles Jeffery Perry

RICHARD ALTLAND SPEERS

TONEY OTIS FALKNER

MATTHEW BRIEN WOODLIEF

HOWELL ALEXANDER OGEARY

MARGIER LUE-DIETHA WHITE

Jonathan D White

Christopher Ryan Manning

Alexandra Kate Adams

Anthony Wayne Adams

KRISTINE ADAMS BOELTE

CHARLES HENRY RUSSELL

Jackson R Moseley

Jeremy Hart Creedle

CARMEN GALLION TAYLOR

Bradley Stephen Smith

Steven Bartholomew

Harrison H Bowlin

MICHAEL ARTHUR PUGH

STEVEN KEITH TANNER

CLAUDE WILLIAM ALLEN

Brittany Johnson

William Scott Jakes

LEONARD RALPH CREECH

Within 25 miles of Manson, NC, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $2.91T in combined regulatory AUM across 565,035 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 Manson

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM