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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ABSHER WEALTH MANAGEMENT, LLC

Investors

Carla Nadine Souther
Kathleen Rouse Shepherd
CHRISTINE MARIE FOSTER-PERRY

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