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Best financial advisors in Roanoke Rapids, NC

Registered advisers within 25 miles of Roanoke Rapids, NC.

Offices
9
Firms
5
Combined AUM
$1.05T
Firm-wide filings, not assets booked only here
Clients
104K
103,751 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PARK AVENUE SECURITIES LLC
CREDIT UNION INVESTMENT SERVICES

Investors

TAYLOR ARCHER
Zachary Theunis Misak
James Colby Lyles
Spencer Brady Nichols
Donna Shearin Dunlow
Willis Robert Caudle III
Bradley Stephen Smith
ELMO WILSON CLARY
Alexander Joseph Hoscila

Within 25 miles of Roanoke Rapids, NC, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $1.05T in combined regulatory AUM across 103,751 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 Roanoke Rapids

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 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM 5 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM