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Best financial advisors in Roxobel, NC

Registered advisers within 25 miles of Roxobel, NC.

Offices
6
Firms
3
Combined AUM
$1.02T
Firm-wide filings, not assets booked only here
Clients
65.1K
65,058 clients when Item 5C has a number
Avg / client
$15.7M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES

Investors

Wingate Gordon Joyner
FRANK CLEVELAND JONES
Melissa Anne Howell
Sara Johnson Crowder
Adam Joseph Clough
BLAKLEE RENN WOLFE

Within 25 miles of Roxobel, NC, Best Investors lists 3 registered investment advisory firms with 6 offices nearby, managing about $1.02T in combined regulatory AUM across 65,058 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 Roxobel

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 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 3 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM