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Best financial advisors in Middleburg, NC

Registered advisers within 25 miles of Middleburg, NC.

Offices
23
Firms
12
Combined AUM
$2.52T
Firm-wide filings, not assets booked only here
Clients
559K
559,493 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
THE WEALTH GROUP, LTD
BOELTE O'HARA WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TAR RIVER WEALTH PLANNING, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

WAYNE JACK COTTRELL
RICHARD ALTLAND SPEERS
TONEY OTIS FALKNER
MATTHEW BRIEN WOODLIEF
MARGIER LUE-DIETHA WHITE
Charles Jeffery Perry
Jonathan D White
HOWELL ALEXANDER OGEARY
Christopher Ryan Manning
Alexandra Kate Adams
Ava Adams
Anthony Wayne Adams
CLAUDE WILLIAM ALLEN
William Scott Jakes
LEONARD RALPH CREECH
Ezekial Cody Blake
Edgar Leonard Blackley
KRISTINE ADAMS BOELTE
CHARLES HENRY RUSSELL
Scott Wesley Allen
Bradley Stephen Smith
Reed Alfred Wheless
LOUIS ALFRED WHELESS
JAMES "TRIPP" PARKER LUMPKIN
Arturo Ynocencio Casanova Lumpkin
JAMES PARKER LUMPKIN
ADRIAN BRAME WOODY
KIM WEBER
MATTHEW RONALD CRACCHIOLO
CHRISTOPHER RONALD CRACCHIOLO
Jackson R Moseley
Jeremy Lynch

Within 25 miles of Middleburg, NC, Best Investors lists 12 registered investment advisory firms with 23 offices nearby, managing about $2.52T in combined regulatory AUM across 559,493 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 Middleburg

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM