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Best financial advisors in Merritt, NC

Registered advisers within 25 miles of Merritt, NC.

Offices
20
Firms
11
Combined AUM
$3.03T
Firm-wide filings, not assets booked only here
Clients
160K
160,073 clients when Item 5C has a number
Avg / client
$18.9M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES

Investors

SUMNER M PARHAM
Michael Edward Sprague
Bruce Fortin
James Harold Bass
DONNA HOLMES COMER
Sara Catherine Snavely
Charles Garland Benson
THOMAS M GINGRICH
Georgiana Aileen Bowman
Charles Robert Knisley
MARY JONES
TRAVIS MOSER
SHELLY MALLARD
HOVEY AIKEN
Angie Martin Moran
Ashley Roberts Carpenter
Daniel Merritt Roberts
Daniel M Roberts
ROBERT WILLIAM OVERMAN
JAY WARREN RISHEL
MICHAEL GERARD WILLE
Kathryn Thomas Giles
DAVID MICHAEL WILKINS
Kayla Dunnell Goins
TAYLOR J WHITFORD
Shannon Nicole Hudson
Matthew Conard
MARK EDWARD CONARD
KEITH WAYNE HOWELL
DAVID LEE DAVIS
E B TALLMAN
ABDUL KAREEM AR-RUSHDI
Kevin D Page
ASHLEY ROSALIE IRIZARRY
THOMAS LAURIE SOUTHERN
Christopher Allen Richey
LOWELL JARED TAYLOR

Within 25 miles of Merritt, NC, Best Investors lists 11 registered investment advisory firms with 20 offices nearby, managing about $3.03T in combined regulatory AUM across 160,073 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 Merritt

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM