Best Investors Account Sign in

Best financial advisors in Oak Island, NC

Registered advisers within 25 miles of Oak Island, NC.

Offices
167
Firms
69
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,267,007 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CREDIT UNION INVESTMENT SERVICES
OSAIC WEALTH, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
EQUITABLE ADVISORS, LLC
FIRST FINANCIAL COACHING, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EMERSON EQUITY LLC

Investors

Adam Layne Powell
Randall A Trimm
WILLIAM FRED ROGERS
JONATHAN PHILLIP GROCOTT
EMILY MONROE POOLE
JOSEPH WELCH SEEGERS
WANDA COLEMAN MCGOWAN
Nathanial Peter Hanson
WILLIAM BRETT MCKEITHAN
WILLIAM WATSON GAULDIN
JOHN MARK ERWIN
WILLIAM ROBERT WIGGINS
Nicholas Allen Kaplenski
MAYO MCGILL FITZHUGH
Jeremy Ryan Hinson
Teresa Ann Carroll
BETH ANN NELSON
Gina L Gilb
Claudia Huerta Suazo
James Frederick Tollens
John R Query
Gary Mark McLamb
KENNETH ROBERT GARRIS
George Barron Winslow
Luke Austin Winslow
Emily M Wagoner
Tucker Phillip Polston
NINA MARIE NIWINSKI WHITE
Le K Glick

Within 25 miles of Oak Island, NC, Best Investors lists 69 registered investment advisory firms with 167 offices nearby, managing about $11.0T in combined regulatory AUM across 2,267,007 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 Oak Island

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM