Best financial advisors in Norlina, NC

Registered advisers within 25 miles of Norlina, NC.

Offices

25

Firms

13

Combined AUM

$2.91T

Firm-wide filings, not assets booked only here

Clients

565K

565,035 clients when Item 5C has a number

Avg / client

$5.15M

Combined AUM ÷ clients

Nearby offices

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

115 N. GARNETT STREET
HENDERSON, NC 27536

11.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

207 S Garnett St Ste A
Henderson, NC 27536

11.5 miles away

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

129 W. BELLE STREET
HENDERSON, NC 27536

STATE FARM INVESTMENT MANAGEMENT CORP.

234 Raleigh Rd
Henderson, NC 27536

12.1 miles away

EDWARD JONES

232 DABNEY DRIVE SUITE C
HENDERSON, NC 27536

12.3 miles away

EDWARD JONES

857 S BECKFORD DR SUITE D
HENDERSON, NC 27536-3486

12.5 miles away

EQUITABLE ADVISORS, LLC

64 RED OAK ROAD
HENDERSON, NC 27537

13.2 miles away

EDWARD JONES

1775 GRAHAM AVENUE SUITE 101
HENDERSON, NC 27536

13.6 miles away

EDWARD JONES

2111 Eaton Ferry Road
Littleton, NC 27850-0000

16.8 miles away

LPL FINANCIAL LLC

144 MAIN ST. SUITE 112
OXFORD, NC 27565

21.2 miles away

EDWARD JONES

110 HILLSBORO ST
OXFORD, NC 27565

21.3 miles away

THE WEALTH GROUP, LTD

102 WEST SPRING STREET
OXFORD, NC 27565

21.3 miles away

EDWARD JONES

216 N BICKETT BLVD SUITE 4
LOUISBURG, NC 27549

22.1 miles away

EDWARD JONES

215 S MECKLENBURG AVE
SOUTH HILL, VA 23970-2619

22.1 miles away

EDWARD JONES

203 E INDUSTRY DRIVE SUITE D
OXFORD, NC 27565

22.1 miles away

CETERA INVESTMENT ADVISERS LLC

113 N BRUNSWICK AVE
SOUTH HILL, VA 23970

22.2 miles away

TAR RIVER WEALTH PLANNING, LLC

109 N MAIN ST
LOUISBURG, NC 27549-9998

22.2 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

509 E. Nash Street
Louisburg, NC 27549

22.3 miles away

EDWARD JONES

801 N MECKLENBURG AVENUE
SOUTH HILL, VA 23970

22.7 miles away

OSAIC WEALTH, INC.

805 N. Mecklenburg Ave. Suite 4
South Hill, VA 23970

22.8 miles away

Firms

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

EQUITABLE ADVISORS, LLC

LPL FINANCIAL LLC

THE WEALTH GROUP, LTD

CETERA INVESTMENT ADVISERS LLC

TAR RIVER WEALTH PLANNING, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

OSAIC WEALTH, INC.

Investors

WAYNE JACK COTTRELL

RICHARD ALTLAND SPEERS

TONEY OTIS FALKNER

MATTHEW BRIEN WOODLIEF

MARGIER LUE-DIETHA WHITE

Jonathan D White

Charles Jeffery Perry

HOWELL ALEXANDER OGEARY

Christopher Ryan Manning

Alexandra Kate Adams

Anthony Wayne Adams

Bradley Stephen Smith

CLAUDE WILLIAM ALLEN

William Scott Jakes

LEONARD RALPH CREECH

Scott Wesley Allen

Jackson R Moseley

Ezekial Cody Blake

Edgar Leonard Blackley

Jeremy Hart Creedle

CARMEN GALLION TAYLOR

Reed Alfred Wheless

LOUIS ALFRED WHELESS

JAMES "TRIPP" PARKER LUMPKIN

Arturo Ynocencio Casanova Lumpkin

JAMES PARKER LUMPKIN

ADRIAN BRAME WOODY

Steven Bartholomew

Harrison H Bowlin

MICHAEL ARTHUR PUGH

STEVEN KEITH TANNER

Within 25 miles of Norlina, NC, Best Investors lists 13 registered investment advisory firms with 25 offices nearby, managing about $2.91T in combined regulatory AUM across 565,035 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 Norlina

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM