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Best financial advisors in Patetown, NC

Registered advisers within 25 miles of Patetown, NC.

Offices
42
Firms
22
Combined AUM
$4.21T
Firm-wide filings, not assets booked only here
Clients
777K
777,309 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

FOSS WEALTH MANAGEMENT, INC.
GRADIENT INVESTMENTS, LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
LEVEL FOUR ADVISORY SERVICES
EQUITABLE ADVISORS, LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

CHARLES CREIG FOSS
Jeffrey Joseph Navarro
Donald Gene Duggin
Luke Evan Taylor
Adam Simpson
Stephen Lee Parker
STANLEY BRUCE COATS
Tracy Haworth Harrison
Michael Mullins
CHRISTOPHER JOEL KEY
TONYA KEY MANESS
MATTHEW RAY ROGERS
WILBUR SPEAR HEMBY
Orvin Lee Johnson
Elizabeth Eason Manning
DANNY VESTER BROWN
BOMAN WAYNE RICHARDSON
Grayson B Hussey
Roland Brent Andrews
MICHAEL SHANE PATE
DANA FLOWERS DAWSON
MICHAEL ERNEST SPEARS
JUSTIN EDWIN TART

Within 25 miles of Patetown, NC, Best Investors lists 22 registered investment advisory firms with 42 offices nearby, managing about $4.21T in combined regulatory AUM across 777,309 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 Patetown

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM