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Best financial advisors in Rock Creek, NC

Registered advisers within 25 miles of Rock Creek, NC.

Offices
184
Firms
84
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,629,308 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
INTEGRITY ADVISORY SOLUTIONS
MWA FINANCIAL SERVICES INC.
ATLANTIC UNION MUNICIPAL ADVISORS, INC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

ANDREA NICOLE COCKERHAM
Graham Harding Moore
BRIAN SHAWN CLAYTON
Johnny Butler Campbell
John Henly Chaulklin
ERIC THOMAS HAWKINS
Anthony Christopher Sconzo
ERIN LYNCH COCKMAN
Robert Grandison Cockman
DOUGLAS RUSSELL EVERETT
Andrew Bryce Reynolds
Brian William Spangler
JILL PARRISH MIDDLETON
AUSTIN MICHAEL DAUGHERTY
Cole James Sanders
Jeffrey Scott Blaser
STOWE NIXON PARKER
GREGORY YOWELL ELLINGTON
ANDREW DOUGLAS DAVIS
Brooke Thornton Carpenter
James Hayden Fleming
Matthew Wyant Garcia
BETTY PARRISH ANDREWS
WILLIAM CAMPBELL FISHER
RICHARD NORTHRUP FISHER
TIMOTHY REID BOLINGER
LOGAN GREY SHARPE
RACHEL ELIZABETH WALSTON
Walter Steven Yates
Alec Lloyd
Ronald Craig Smith
KRISTIN Vincent MOORE
Michael E Vatter
William Thomas Austin
Kacie N Loye
Alexander Craig Durham
Sharlene Stanley-Martin
STANLEY WILLIAM SMITH
ADAM TYLER PARKER

Within 25 miles of Rock Creek, NC, Best Investors lists 84 registered investment advisory firms with 184 offices nearby, managing about $11.3T in combined regulatory AUM across 2,629,308 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 Rock Creek

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM