Best Investors Account Sign in

Best financial advisors in South Brunswick, NC

Registered advisers within 25 miles of South Brunswick, NC.

Offices
34
Firms
18
Combined AUM
$5.76T
Firm-wide filings, not assets booked only here
Clients
670K
669,547 clients when Item 5C has a number
Avg / client
$8.60M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BUCK WEALTH STRATEGIES, LLC
WEALTH MANAGEMENT ADVISORS, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED BROKERAGE SERVICES, INC
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

Alister K Chick
John Ingraham
Evan Cutler
Trent Richardson
Timothy M White
WILLIAM DAVIS MILLIGAN
Angela Sue Diehl
Jared L Diehl
JARROD DANIEL GOULD
KRISTIN NICHOLE DOWDY
Jeremy S Johnson
Silvia M Sevast
Henderson Louviere
Brian William Karg
ROGER HENRY WEISMILLER
Tiffany Musso
Jeremy Ryan Hinson
Teresa Ann Carroll
Justin Taft Shaw
Lynne M Robinson
Taylor W Faile
THOMAS JAMES BORNASCHELLA
WENDEL GREGORY YOUNG
MATTHEW RANDY MILLIGAN
THOMAS MICHAEL MULDOON
Monty Dean Faile
Maxwell Faile
DANIEL AARON FORD
DREMA KAY SMITH
HEATHER ANN EDWARDS
Bryan Stephen Kaye

Within 25 miles of South Brunswick, NC, Best Investors lists 18 registered investment advisory firms with 34 offices nearby, managing about $5.76T in combined regulatory AUM across 669,547 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 South Brunswick

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM