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Best financial advisors in Plymouth, NC

Registered advisers within 25 miles of Plymouth, NC.

Offices
20
Firms
10
Combined AUM
$2.87T
Firm-wide filings, not assets booked only here
Clients
285K
284,959 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
CREDIT UNION INVESTMENT SERVICES
UNITED BROKERAGE SERVICES, INC
KESTRA PRIVATE WEALTH SERVICES, LLC

Investors

LISA ROLL
THOMAS ROLL
RANDALL SCOTT WEST
Ashley Keith Woolard
MARK A CONWAY
MERLE THOMAS GREEN
BLAKLEE RENN WOLFE
Kasey Clayton Fletcher
Michael James Goodwin
Adam Joseph Clough
Michael Ray Barclift
Kraig David Osborne
PATRICIA BEACHAM RESPESS
ANGELA HARRELL FUTRELL
Adrianna Gray Winslow
Roy L. Parker
Graham Parker
James D Linton
Stuart Willis ONeal
Jonathon Donald Oliver
Jonathan Mark Nelson
AARON BENJAMIN SAULS
CHRISTOPHER NEIL WILLIAMS
Logan Pierce Everette
LISA ENGELHARDT CLARK
Rodney L. Cantrell
Jordan Leigh Cantrell

Within 25 miles of Plymouth, NC, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $2.87T in combined regulatory AUM across 284,959 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 Plymouth

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 KESTRA PRIVATE WEALTH SERVICES, LLC 109 clients · 218 advisers $13.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM