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Best financial advisors in Pollocksville, NC

Registered advisers within 25 miles of Pollocksville, NC.

Offices
61
Firms
28
Combined AUM
$6.79T
Firm-wide filings, not assets booked only here
Clients
622K
621,697 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

TAYLOE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
LPL ENTERPRISE, LLC
PRINCIPAL SECURITIES, INC.
BLUESKY WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
COOPER MCMANUS
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
EAGLE STRATEGIES LLC

Investors

DEBORAH COOK TAYLOE
DALE LEON ELKS
William Garrett Slack
Bruce Fortin
DEBORAH L COOK
Larry Earl Swinson
DAVID LAURENCE BLAIN
MOLLY SUTZ
Christie Lynn Bonacci
AYASHA JONES
JOHN A. STATON
MADELINE VALENTE
TARA LORRAINE HUGHES
CAROLINE JONES
JOHN ANDREWS NELSON
Katherine Anne Dougherty
Joanna Faircloth Carr
Heather Megan Retzler
ELEVIA MC COY HEARNE
DANIEL EDWARD MURPHY
Ashley Taylor Woolard Paramore
Bryson Farley
JAMES PERKINS EARLE
Michelle Martin Neuhalfen
Alberto Rivera
HILLARY THEODOSIA CROSS
TIMOTHY B SAWYER
WILLIAM THOMAS CLIFTON PIKE
LYNDON CHARLES PALFREY
JOSHUA MICHAEL VESTAL
LOWELL JARED TAYLOR
ADAM CHARLES PERSKY
Jordan Silver
Michael Leonard Bass
Kevin D Page
KEITH WAYNE HOWELL
DAVID LEE DAVIS
E B TALLMAN
ABDUL KAREEM AR-RUSHDI

Within 25 miles of Pollocksville, NC, Best Investors lists 28 registered investment advisory firms with 61 offices nearby, managing about $6.79T in combined regulatory AUM across 621,697 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 Pollocksville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM