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Best financial advisors in Rocky Mount, NC

Registered advisers within 25 miles of Rocky Mount, NC.

Offices
59
Firms
26
Combined AUM
$5.74T
Firm-wide filings, not assets booked only here
Clients
597K
597,446 clients when Item 5C has a number
Avg / client
$9.61M
Combined AUM ÷ clients

Nearby offices

Firms

OBP CAPITAL
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
LIVE OAK PRIVATE WEALTH, LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
IRONSIDES ASSET ADVISORS, LLC
FIRST ADVISORS NATIONAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
THE WEALTH GROUP, LTD
CREDIT UNION INVESTMENT SERVICES
EMERALD ASSET MANAGEMENT, INC.

Investors

MATTHEW DUNLAP VAUGHAN
Mary Angela Bolton
FRANK GEHMAN JOLLEY
WILLIAM HENRY COLLIER
JEFFREY LYNN COLLINS
BRYAN KRISTOPHER RICHARDSON
John Andrew Hawkins
CHRISTOPHER WAYNE CANADY
JUSTIN BROOKS BUNTING
Robert Freeman Grady
EMMETT WAYNE GIBSON
MARK ERVIN ROBERTS
Benjamin Wadsworth Brock Roberts
Philp Winston Thomas
WARREN S BRASWELL
MELANIE GABRIELA HERNANDEZ-CALZADA
MONTY RAY POLLARD
JOHN MARVIN MEBANE
LISA JOE TAYLOR
RUSSELL L PROCTOR
Wesley Hunter Strandberg
RUSSELL LEON PROCTOR
ANGELA KILGO MOSS
BOBBY LEWIS MOSS
JASON STANCIL
KEITH COYNER BECK
CREIGHTON LEE HAYWORTH
STEVEN DANIEL FELTON
JOHN THOMAS GRIMES
JOYCELYN YVETTE WHITE STOKES
JAMES BLAKE THARIN
WILLIAM TYLER GUPTON

Within 25 miles of Rocky Mount, NC, Best Investors lists 26 registered investment advisory firms with 59 offices nearby, managing about $5.74T in combined regulatory AUM across 597,446 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 Rocky Mount

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 ROCKEFELLER CAPITAL MANAGEMENT 223 clients · 1,058 advisers $99.6B AUM