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Best financial advisors in N Topsail Beach, NC

Registered advisers within 25 miles of N Topsail Beach, NC.

Offices
25
Firms
16
Combined AUM
$5.70T
Firm-wide filings, not assets booked only here
Clients
581K
580,711 clients when Item 5C has a number
Avg / client
$9.81M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
OSAIC WEALTH, INC.
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL SECURITY ADVISORY INC
NAVY FEDERAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC

Investors

SCOTT ALAN LEBAUER
Carrie Laurin Spaulding
JOHN CAPRON GUGGENHEIMER
SUSAN LOVETTE CHEEK
KEVIN ROYCE WAGNER
Casey Allen Simpson
JAMES BALL
THOMAS GREGORY COOPER
JOSEPH KENT SPENCER
Andrew Rubem Alves
John Lee Beraud
Weiguo Richard Xu
Mary Vieregge
Todd Morin
Richard S Hamilton
Kelley Renee Tyson
Brian Joseph Fernander
RICHARD LEE PUGH
MICHAEL RAY SKIBBE
Cynthia L. Williams
Ashley Myers Brown
DEBBIE SUE NAGLEY
Corey Randall Crews
Perry Aycock
Laura Hartz Connors
Mara Anne Calame Wessell
Christopher J Rosa
Ashley Faye Lindsay
Craig Kopka

Within 25 miles of N Topsail Beach, NC, Best Investors lists 16 registered investment advisory firms with 25 offices nearby, managing about $5.70T in combined regulatory AUM across 580,711 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 N Topsail Beach

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM