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Best financial advisors in Peace Haven Estates, NC

Registered advisers within 25 miles of Peace Haven Estates, NC.

Offices
302
Firms
108
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,936,343 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

VIRTUE CAPITAL MANAGEMENT, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
SHEETS SMITH WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
COMPASS FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
SALEM INVESTMENT COUNSELORS INC
ACCRUENT WEALTH ADVISORS
HORIZON FINANCIAL SERVICES, LLC
WRENN HOUSE INVESTMENTS LLC
JT STRATFORD, LLC

Investors

NICK DELL'AQUILA
STANLEY DARRYL HAYES
MICHAEL DEAN STOKES
JOSHUA ROBERT DONLEY
Corbin Taylor Watson
Andrew Wesley Weaver
MICHAEL COLE OWEN
JOHN RICHARD SHEETS
PHU MINH Roy O
TRENT RYAN SHEETS
THOMAS EDWARD CARTEE
NTINA Karagiannis Skoteiniadis
PAUL THOMAS ANTHONY
MARY CAROLINE SHAMBURG
JEFFREY MERRILL CHRISTOPHER
ROBERT EMERSON PIKE
DAVID BEELER GILBERT
PAUL ANDREW EBERT
TIMOTHY CLAY EBERT
KEVIN JOHN EBBINK
Salvador Valencia
STEVEN EDWARD BRENDLE
DANIEL THURSTON CROUSE
SCOTT EUGENE SAFFER
JAMES MICHAEL MCBRIDE
MYRON DOWELL MITCHELL
JOHN ALVIN BARROW
Charmon M Baker
TODD WAYNE LOCKHART
GRANT RYAN BRIDGES
DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS
JOSEPH KYLE MCCAFFREY
WILLIAM ROBERT WATSON
JEFFREY CLAUDE HOWARD
ROBERT THOMPSON BEACH
Weston Claude Bryan
NATHAN Jeffery SNOW
DAVID JOESPH KLEPEISZ
SCOTT DUNNING WALKER
JOSEPH M PERKINS
SAMUEL SEYMOUR MERRICK
JOHN JOSEPH BRAIS
Angel Broughton Moorefield
BEN MAY MILLER
KATHRYN PATRICIA HIGGINS
EDWIN LEONARD ROBINS
Carter Stephen Lievens
Thomas Ashcraft Sherrill
JAMES ANTHONY DAVENPORT
JAMES RYAN DAVENPORT

Within 25 miles of Peace Haven Estates, NC, Best Investors lists 108 registered investment advisory firms with 302 offices nearby, managing about $13.5T in combined regulatory AUM across 2,936,343 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 Peace Haven Estates

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM