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Best financial advisors in Newton Grove, NC

Registered advisers within 25 miles of Newton Grove, NC.

Offices
35
Firms
16
Combined AUM
$3.58T
Firm-wide filings, not assets booked only here
Clients
755K
755,320 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
FIRST CITIZENS INVESTOR SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CP ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Mark Harrell
Amy Braxton Hairr
DAVID LANCE OWEN
Charles Ray Bradshaw
Russell Antonio Galvan
EDGAR ANTHONY BARBOUR
Mark M Jenkins
JAMES DUSTIN HINSON
JAMES BERNICE JONES
MICHAEL L. CHESTNUTT
JEFFREY TODD JOHNSON
TERESA B. BRADSHAW
Robbie Wayne Misplay
TIMOTHY R SUMNER
Christopher Tart
RICHARD KENNETH WIETHORN
Cody James Nussbaum
Bryson Trace Lee
WILLIAM JORDAN BAREFOOT
JOHN PETER GOETKE
KATHERINE DIANE POPE
Elizabeth Eason Manning
RICKEY DALE HUGHES
LAURA HILL STRICKLAND
MARVIN MCCOY BROCK
CHRISTOPHER JOEL KEY
TONYA KEY MANESS
Adam Simpson
Stephen Lee Parker

Within 25 miles of Newton Grove, NC, Best Investors lists 16 registered investment advisory firms with 35 offices nearby, managing about $3.58T in combined regulatory AUM across 755,320 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 Newton Grove

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM