Best financial advisors in Nakina, NC

Registered advisers within 25 miles of Nakina, NC.

Offices

28

Firms

16

Combined AUM

$5.75T

Firm-wide filings, not assets booked only here

Clients

471K

471,387 clients when Item 5C has a number

Avg / client

$12.2M

Combined AUM ÷ clients

Nearby offices

CREDIT UNION INVESTMENT SERVICES

1312 N JK POWELL BLVD.
WHITEVILLE, NC 28472

14.6 miles away

EDWARD JONES

117 W MAIN ST
WHITEVILLE, NC 28472

15.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

321 JEFFERSON ST.
WHITEVILLE, NC 28472-3601

16.1 miles away

EDWARD JONES

131 JEFFERSON ST
WHITEVILLE, NC 28472-3413

16.2 miles away

EDWARD JONES

925 SEASIDE RD SW SUITE 5
OCEAN ISLE BEACH, NC 28469

16.2 miles away

LPL FINANCIAL LLC

122 MEMORY PLZ
WHITEVILLE, NC 28472-2640

16.3 miles away

TD PRIVATE CLIENT WEALTH LLC

1390 Highway 17 North
Little River, SC 29566

16.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

7455 HIGH MARKET ST
SUNSET BEACH, NC 28468

16.9 miles away

BUCK WEALTH STRATEGIES, LLC

5039-5 Main St.
Shallotte, NC 28470

16.9 miles away

BUCK WEALTH STRATEGIES, LLC

5039 Main St. #5
Shallotte, NC 28470

16.9 miles away

UNITED BROKERAGE SERVICES, INC

840 Sunset Blvd North
Sunset Beach, NC 28468

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

624 Village Rd SW Ste 2
Shallotte, NC 28470

WEALTH MANAGEMENT ADVISORS, LLC

4705 MAIN STREET
SHALLOTTE, NC 28459

17.1 miles away

WEALTH MANAGEMENT ADVISORS, LLC

4705 MAIN STREET
SHALLOTTE, NC 28470

17.1 miles away

EDWARD JONES

4700 MAIN ST SUITE 1
SHALLOTTE, NC 28470

17.1 miles away

TRUIST ADVISORY SERVICES, INC.

100 SHALLOTTE CROSSING PKWY
SHALLOTE, NC 28470

17.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4519 Main St
Shallotte, NC 28470

17.4 miles away

EDWARD JONES

1021 Sea Mountain Hwy Unit B1
North Myrtle Beach, SC 29582

18.9 miles away

LPL ENTERPRISE, LLC

1016 2ND AVE NORTH SUITE 206D SECOND AVENUE EXECUTIVE CENTER
NORTH MYRTLE BEACH, SC 29582

19.6 miles away

EDWARD JONES

1016 2ND AVE N SUITE 204
North Myrtle Beach, SC 29582

19.6 miles away

Firms

CREDIT UNION INVESTMENT SERVICES

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

TD PRIVATE CLIENT WEALTH LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BUCK WEALTH STRATEGIES, LLC

UNITED BROKERAGE SERVICES, INC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WEALTH MANAGEMENT ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

Investors

CHARLES SHANNON WARD

Carl Jamille Gore

ROBERT CHRISTIAN DEW

Eric Gerard Lanier

Jeremy S Johnson

Silvia M Sevast

MATTHEW STEPHENSON MCLEAN

ROGER HENRY WEISMILLER

Henderson Louviere

Trent Richardson

Timothy M White

Brian William Karg

Alister K Chick

WILLIAM DAVIS MILLIGAN

Angela Sue Diehl

JARROD DANIEL GOULD

KRISTIN NICHOLE DOWDY

Justin Taft Shaw

Lynne M Robinson

THOMAS MICHAEL MULDOON

Monty Dean Faile

Within 25 miles of Nakina, NC, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $5.75T in combined regulatory AUM across 471,387 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 Nakina

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM