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Best financial advisors in Middlesex, NC

Registered advisers within 25 miles of Middlesex, NC.

Offices
218
Firms
76
Combined AUM
$9.74T
Firm-wide filings, not assets booked only here
Clients
1.59M
1,585,528 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
PROSPERITY CAPITAL ADVISORS
ADVISORENGINE PORTFOLIO SOLUTIONS INC.
LEWIS FINANCIAL MANAGEMENT, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
CSENGE ADVISORY GROUP, LLC
EMERALD ASSET MANAGEMENT, INC.
PROSPERA FINANCIAL SERVICES, INC.
EDELMAN FINANCIAL ENGINES
OSAIC WEALTH, INC.

Investors

Darryl Banks
Lucas C Gooding
Caroline Marie Gooding
Kristina Maria Paget
Andrew Stephen Dobson Blanchard
Jennifer Riley
James Matthew Rowe
Brent Little
Melinda Poulton
Michael Paul Hock
Kimberly Hinton Loftin
Christopher Michael Brooks
Naji Michel Naji Jawabreh
Nathaniel Snow Forkey
RAYMOND KEVIN PETERSON
Elizabeth Jane Perry
Mary Inez Woodard
Irena V Davydova Forquer
Anthony Joseph Engrassia
ANTHONY GERARD ENGRASSIA
Zachary T Leonard
Adam Bunn
Cathy Goff Porter
LINDA PEREZ LEWIS
DAVID ALLEN NETTESHEIM
DOUGLAS JOEL LEWIS
DAVID Brian VAIKNESS
JOHN THOMAS GRIMES
CHARLES THEADOR SAVIDGE
Matthew Christian Savidge
KARI NELSON FLORES
Elizabeth Eason Manning
JOHN NICKS MOBLEY
THOMAS JOSEPH GIROUX
NATHAN DAVIS BROWN
MICHAEL AARON KAPLAN
JAMES FREDERICK CARRINGTON
Brendon Flannery
Rollin Alton Warren
CHARLES THOMAS ZALMAN
Christopher Patrick Reid
JAMES BLAKE THARIN
WILLIAM TYLER GUPTON
Chandler Allen Huggins
Anisa Allaudeen Barutis
JASON LEON STEELE
CHERYL WEST LANGSTON
THOMAS EDWIN PERRY