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Best financial advisors in Old Fort, NC

Registered advisers within 25 miles of Old Fort, NC.

Offices
148
Firms
64
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.04M
2,041,279 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COLLIE FINANCIAL PLANNING, INC.
CREDIT UNION INVESTMENT SERVICES
THE FINANCIAL COACHING CENTER, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
GRADIENT ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
IFC

Investors

CARLI NOLTE PETIT
Scott D. Roy
MICHAEL REID COLLIE
Logan Michael Collie
Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
NICHOLAS SIMON ALDRIDGE
Ryan Michael West
BRIAN THOMAS FORTUNE
Kyle Michael Jambon
KELSEY LONG
CHAD DAVID TONEY
Andrew Livingston
MICHAEL ANTHONY DAYE
JOSEPH DONALD DAVIS
James Cameron Boles
James Hudon Engelman
BOYD RAY PHILLIPS
Catherine Morris Nink
Dustin Lee Poteat
JEFFREY MICHAEL WHITE
Brandon Jaimes
IRA JOSEPH STARR
STEPHEN CARSON SLOAN
REBECCA ELLEN BUSH
LESLEY BRIAN WILSON

Within 25 miles of Old Fort, NC, Best Investors lists 64 registered investment advisory firms with 148 offices nearby, managing about $10.2T in combined regulatory AUM across 2,041,279 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 Old Fort

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