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Best financial advisors in Morehead City, NC

Registered advisers within 25 miles of Morehead City, NC.

Offices
36
Firms
16
Combined AUM
$3.98T
Firm-wide filings, not assets booked only here
Clients
498K
498,464 clients when Item 5C has a number
Avg / client
$7.99M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL SOLUTIONS GROUP
GOOD LIFE ADVISORS, LLC
CREDIT UNION INVESTMENT SERVICES
OSAIC INSTITUTIONS, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Investors

Morgan Tingen Edmondson
CHARLIE LEE TINGEN
Henry Kahen
Barton K Farrell
Ryan Wayne Morris
JOHN WILLIAM TULLOSS
ASHLEY GARRETT HARDISON
CARLO WALTER OLDANI
Browning Scott Sanderson
Gabriel Tiller
DALLAS PRESTON GARNER
JOHN CURTIS FLOYD
WILLIAM VALLECILLO
DANIEL GLEN FISCHLER
JENNIFER COX MANN
GREG DANIEL PATTERSON
JACOB RICHARD HOYUMPA
JAMES ALLEN CANADY
Noel Kristin Rupprecht
TARA NICOLE GOULD
STEVEN RODNEY JONES
TIFFANY NICOLE GRAMMER-NEWLIN
CAROLINE HELEN GEORGIADIS
ROBERT ANDREW HARDIN
James E Dee
Cheryl Henke Mansfield
CLARK NAYLOR CALLAWAY
Hilton Bryan O'Neal
JASON LEO WILSON

Within 25 miles of Morehead City, NC, Best Investors lists 16 registered investment advisory firms with 36 offices nearby, managing about $3.98T in combined regulatory AUM across 498,464 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 Morehead City

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM