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Best financial advisors in Pembroke, NC

Registered advisers within 25 miles of Pembroke, NC.

Offices
23
Firms
12
Combined AUM
$3.28T
Firm-wide filings, not assets booked only here
Clients
310K
310,061 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AURORA STRATEGIC ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Frankie Odell Hunt
Ashleigh Brewer Chadwick
Jared Ray Smith
BRAD DOUGLAS CURRIE
RICHARD EDGAR HARTNEY
ROBERT MATTHEW STARCHER
SHANNON HEATHER COTTER
COREY LYNN OVERCASH
ZACHARY RYAN PITTMAN
FLOYD FREEMAN PATE
JOSHUA E WHITLEY
Mary Jo Walter
Joshua Lee Jackson
Harry Jason Walter
HENRY TYRONE LEGGETTE
CULBERT MCSWEEN MCLEAN
JOHN LEE GRISSOM
DAREK WAYNE HUNT
TONY SCOTT BULLARD
Bette G Sellers
Rebecca Whitley Hughes
Paul Gerves Brooks
Joseph A Bowen
JOHN KLAYTON KENNEDY
Daniel Lee Starling
ROGER MCLELLAN SLOAN
Alexander Cornell Oliver

Within 25 miles of Pembroke, NC, Best Investors lists 12 registered investment advisory firms with 23 offices nearby, managing about $3.28T in combined regulatory AUM across 310,061 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 Pembroke

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM