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Best financial advisors in Moores Creek National Battle, NC

Registered advisers within 25 miles of Moores Creek National Battle, NC.

Offices
153
Firms
65
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,266,860 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES & ASSOCIATES, INC.
CG ADVISORY SERVICES
PEMBROKE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DOVETAIL FINANCIAL GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

GREGORY JOSEPH OCHIPA
Leslie Michelle Smith Price
Brandon James Demery
LORI ANN WILLIAMS
RALPH BERTRAM WILLIAMS
ELLIOTT BRUCE MOSKOWITZ
SHANNON ROSE DEVITA
Jared Matthew Bumgardner
DONALD TIMOTHY MOORE
MATTHEW STEPHEN BENNETT
Gary R Bechtold
EDWARD MONTGOMERY KNOX
TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
Savannah Castor King
JOHN DAVID THOMAS
SHANE PATRICK HENDREN
Danielle Layne Deeken Rich
ADAIR MCKOY GRAHAM
CHARLES EUGENE MINTZ
Austin Joseph Griffie
ANDREW DEVITT FINNEGAN
JOSIAH WHITTEN
CAROLYN ALINA FINICK
Jason Wayne Younts
MICHAEL PATRICK SANTANA
Denis Ingalls
JOSEPH DANIEL DAHL
PATRICK J DEAN
BONNIE MARIE CELIA
JAMES CHRISTOPHER DEAN
DENNIS GERALD STOKLEY
ROSS LOUIS MARINO
MICHAEL DENNIS GIBLIN
Trevor James Yates
YARA ANNETTE RODRIGUEZ AGUILAR
BENJAMIN LEE ROBERTSON
KYLE COLLINS
BRENTLEY ELLIOTT PRIDDY
Charles ALAN Chambers
James Wilson Taylor
ANGELA RUTH JOHNSON-MOORE

Within 25 miles of Moores Creek National Battle, NC, Best Investors lists 65 registered investment advisory firms with 153 offices nearby, managing about $11.0T in combined regulatory AUM across 2,266,860 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 Moores Creek National Battle

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM