Best financial advisors in Naval Hos, NC

Registered advisers within 25 miles of Naval Hos, NC.

Offices

22

Firms

15

Combined AUM

$5.48T

Firm-wide filings, not assets booked only here

Clients

560K

560,261 clients when Item 5C has a number

Avg / client

$9.79M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

146 WESTERN BLVD
JACKSONVILLE, NC 28546

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

207 Western Boulevard
Jacksonville, NC 28546

FIRST COMMAND ADVISORY SERVICES

200 Valencia Drive Suite 172
Jacksonville, NC 28546

LPL ENTERPRISE, LLC

513 NEW BRIDGE ST.
JACKSONVILLE, NC 28540

OSAIC WEALTH, INC.

113-B MARINE BLVD N
JACKSONVILLE, NC 28540

EDWARD JONES

1715 COUNTRY CLUB RD SUITE D
JACKSONVILLE, NC 28546

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1726 COUNTRY CLUB RD
JACKSONVILLE, NC 28546

FINANCIAL SECURITY ADVISORY INC

824 GUM BRANCH RD SUITE I
JACKSONVILLE, NC 28540

CREDIT UNION INVESTMENT SERVICES

235 Wilmington Hwy
Jacksonville, NC 28540

NAVY FEDERAL INVESTMENT SERVICES, LLC

1171 WESTERN BLVD
JACKSONVILLE, NC 28546

EDWARD JONES

3776 HENDERSON DRIVE EXT
JACKSONVILLE, NC 28546

PNC WEALTH MANAGEMENT LLC

2885 WESTERN BLVD
JACKSONVILLE, NC 28546

TRUIST ADVISORY SERVICES, INC.

2675 WESTERN BLVD
JACKSONVILLE, NC 28546

LPL FINANCIAL LLC

4180 WESTERN BLVD
JACKSONVILLE, NC 28546

CREDIT UNION INVESTMENT SERVICES

114 North Plain Rd
Jacksonville, NC 28541

CREDIT UNION INVESTMENT SERVICES

1412 Corbett Ave
Swansboro, NC 28584

12.2 miles away

EDWARD JONES

807 W CORBETT AVE SUITE 4
SWANSBORO, NC 28584-9038

13.1 miles away

EDWARD JONES

686 West Corbett Ave suite 5
SWANSBORO, NC 28584

13.6 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

302 Main St
Swansboro, NC 28584

14.1 miles away

EDWARD JONES

1057 E CEDAR POINT BLVD
CEDAR POINT, NC 28584

16.2 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FIRST COMMAND ADVISORY SERVICES

LPL ENTERPRISE, LLC

OSAIC WEALTH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FINANCIAL SECURITY ADVISORY INC

CREDIT UNION INVESTMENT SERVICES

NAVY FEDERAL INVESTMENT SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

TRUIST ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

JOHN CAPRON GUGGENHEIMER

SUSAN LOVETTE CHEEK

KEVIN ROYCE WAGNER

JOSEPH KENT SPENCER

Andrew Rubem Alves

John Lee Beraud

Weiguo Richard Xu

Carrie Laurin Spaulding

THOMAS GREGORY COOPER

Richard S Hamilton

Kelley Renee Tyson

Brian Joseph Fernander

RICHARD LEE PUGH

Casey Allen Simpson

MICHAEL RAY SKIBBE

Cynthia L. Williams

Ashley Myers Brown

DEBBIE SUE NAGLEY

Corey Randall Crews

Laura Hartz Connors

Ashley Faye Lindsay

James Clyde Phillips

Patrick Clayton Cottle

Within 25 miles of Naval Hos, NC, Best Investors lists 15 registered investment advisory firms with 22 offices nearby, managing about $5.48T in combined regulatory AUM across 560,261 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 Naval Hos

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM