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Best financial advisors in Peden, NC

Registered advisers within 25 miles of Peden, NC.

Offices
22
Firms
10
Combined AUM
$4.06T
Firm-wide filings, not assets booked only here
Clients
455K
454,633 clients when Item 5C has a number
Avg / client
$8.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
HORACE MANN INVESTORS, INC.

Investors

Wiley M. Mock
RANDAL JOSEPH COKELEY
MITCHELL LYNN PHILLIPS
JONATHAN CHAD SMITH
Jason Neal Sutherland
Tyler David Moore
CHRISTOPHER MICHAEL FINNEY
Robert Brett Liverman
Ches Robert Helmick
ROBERT DALE WINGATE
Makayla Johnson Lemly
RALPH EUGENE HUGHES
THOMAS FREDERICK MORIARTY
STEPHANIE LORRAINE RODRIGUEZ
LES VERNON DYER
Trenton Taylor Walsh
CHAD JONES
CAROL JONES OWENS
EVAN QUINCY HANDY
BROOK NICHOLAS BIDDY
MEGAN GRAY SASSONE
LAUREN ELIZABETH BARNES
CASEY BLAKE BUMGARNER
RODERICK LAMONT BARNES
CHARLES KEITH LYALL
SHELLEY CLYDE YORK
JUSTIN WAYNE BRYSON

Within 25 miles of Peden, NC, Best Investors lists 10 registered investment advisory firms with 22 offices nearby, managing about $4.06T in combined regulatory AUM across 454,633 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 Peden

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM