Best financial advisors in Orrum, NC

Registered advisers within 25 miles of Orrum, NC.

Offices

20

Firms

12

Combined AUM

$3.93T

Firm-wide filings, not assets booked only here

Clients

434K

434,410 clients when Item 5C has a number

Avg / client

$9.06M

Combined AUM ÷ clients

Nearby offices

AURORA STRATEGIC ADVISORS, LLC

208 E 5TH STREET
LUMBERTON, NC 28358

13.6 miles away

TRUIST ADVISORY SERVICES, INC.

500 N PINE ST
LUMBERTON, NC 28358

13.7 miles away

LPL FINANCIAL LLC

907 N WALNUT ST
LUMBERTON, NC 28358

13.9 miles away

LPL FINANCIAL LLC

907 N. WALNUT ST.
LUMBERTON, NC 28359

13.9 miles away

CREDIT UNION INVESTMENT SERVICES

64 Nigel Road
Lumberton, NC 28360

14.3 miles away

VALIC FINANCIAL ADVISORS, INC.

300 WEST 27th STREET
LUMBERTON, NC 28359

14.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

4145 Fayetteville Road
Lumberton, NC 28358

15.6 miles away

EDWARD JONES

4246 FAYETTEVILLE RD
LUMBERTON, NC 28358

15.7 miles away

LPL FINANCIAL LLC

584 FARRINGDOM STREET
LUMBERTON, NC 28358

15.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

514 Peterson Dr
Lumberton, NC 28358

15.9 miles away

CREDIT UNION INVESTMENT SERVICES

4840 FAYETTEVILLE ROAD
LUMBERTON, NC 28358

16.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

601 HIGHWAY 301 N
DILLON, SC 29536

19.3 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

406 Us Hwy 301 North
Dillon, SC 29536

19.4 miles away

LPL FINANCIAL LLC

122 MEMORY PLZ
WHITEVILLE, NC 28472-2640

19.4 miles away

CETERA INVESTMENT ADVISERS LLC

108 N MACARTHUR AVENUE
DILLON, SC 29536

19.5 miles away

EDWARD JONES

131 JEFFERSON ST
WHITEVILLE, NC 28472-3413

19.5 miles away

CREDIT UNION INVESTMENT SERVICES

1312 N JK POWELL BLVD.
WHITEVILLE, NC 28472

19.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

321 JEFFERSON ST.
WHITEVILLE, NC 28472-3601

19.9 miles away

EDWARD JONES

117 W MAIN ST
WHITEVILLE, NC 28472

19.9 miles away

CREDIT UNION INVESTMENT SERVICES

921 W Third St.
Pembroke, NC 28372

20.8 miles away

Firms

AURORA STRATEGIC ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

CREDIT UNION INVESTMENT SERVICES

VALIC FINANCIAL ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAREK WAYNE HUNT

TONY SCOTT BULLARD

CULBERT MCSWEEN MCLEAN

JOHN LEE GRISSOM

Ashleigh Brewer Chadwick

Jared Ray Smith

RICHARD EDGAR HARTNEY

ROBERT MATTHEW STARCHER

SHANNON HEATHER COTTER

COREY LYNN OVERCASH

HENRY TYRONE LEGGETTE

Joshua Lee Jackson

Harry Jason Walter

FLOYD FREEMAN PATE

JOSHUA E WHITLEY

ZACHARY RYAN PITTMAN

JOHN KLAYTON KENNEDY

Daniel Lee Starling

MATTHEW STEPHENSON MCLEAN

ROGER MCLELLAN SLOAN

Eric Gerard Lanier

CHARLES SHANNON WARD

ROBERT CHRISTIAN DEW

Carl Jamille Gore

Frankie Odell Hunt

Within 25 miles of Orrum, NC, Best Investors lists 12 registered investment advisory firms with 20 offices nearby, managing about $3.93T in combined regulatory AUM across 434,410 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 Orrum

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM