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Best financial advisors in Portsmouth, NC

Registered advisers within 50 miles of Portsmouth, NC.

Offices
17
Firms
10
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
219K
218,794 clients when Item 5C has a number
Avg / client
$13.2M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
GOOD LIFE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL SOLUTIONS GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

SUMNER M PARHAM
JASON LEO WILSON
Hilton Bryan O'Neal
STEVEN RODNEY JONES
TIFFANY NICOLE GRAMMER-NEWLIN
JENNIFER COX MANN
GREG DANIEL PATTERSON
JACOB RICHARD HOYUMPA
JAMES ALLEN CANADY
Noel Kristin Rupprecht
TARA NICOLE GOULD
WILLIAM VALLECILLO
DANIEL GLEN FISCHLER
Michael James Goodwin
Ryan Wayne Morris
JOHN WILLIAM TULLOSS
ASHLEY GARRETT HARDISON
CARLO WALTER OLDANI
Morgan Tingen Edmondson
CHARLIE LEE TINGEN
Henry Kahen
Barton K Farrell
Browning Scott Sanderson
Gabriel Tiller

Within 50 miles of Portsmouth, NC, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $2.89T in combined regulatory AUM across 218,794 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 Portsmouth

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 GOOD LIFE ADVISORS, LLC 95 advisers $4.35B AUM 8 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM