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Best financial advisors in Providence, NC

Registered advisers within 25 miles of Providence, NC.

Offices
37
Firms
16
Combined AUM
$4.52T
Firm-wide filings, not assets booked only here
Clients
580K
580,442 clients when Item 5C has a number
Avg / client
$7.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
DAVENPORT & COMPANY LLC
REGAL INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Gary Carroll
Patrick Carroll
James L. Abercrombie
Jacob Mark Boyer
MARVIN SCOTT WALLER
Patrick Michael Wales
CHRISTOPHER DEVIVI
JON PAUL CASSADA
JOHN DAVID HOLSHOUSER
FRANK SEWARD ANDERSON
KIRK E SMITH
MARK CLIFTON LEWIS
JEFFREY MICHAEL STALEY
JOHN MICHAEL NIXON
Roger Lee Keaton
Christopher Scott Mitchell
DAVID ALAN SATTERFIELD
MICHAEL ALLEN MAYHEW
Christopher Randolph Eastwood
Janet Collins Yoder
NANCY ADAMS
JONATHAN NICHOLAS HOLLIE
SONYA CROSS WENTZ
EDGAR MONTROSE LOVE
PAUL WAYNE ASHWORTH
KARI THOMPSON COLLINS
Eli Alexander Ashworth
BARRY RAY RIDDLE
Joshua Adam Barrett
Phillip David Thompson
Donald Wayne Aaron
THOMAS J LEE
Jamison Scott Sanders
Troy Wayne Stowe
Kristy Harville Wolfe
Hershel Matthew Stone
TERRY JOE BLAKELY
JOHN CHARLES BRUGGMAN
Mark Allen Pruitt

Within 25 miles of Providence, NC, Best Investors lists 16 registered investment advisory firms with 37 offices nearby, managing about $4.52T in combined regulatory AUM across 580,442 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 Providence

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM