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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

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CREDIT UNION INVESTMENT SERVICES
INDEPENDENT ADVISOR ALLIANCE, LLC
EQUITABLE ADVISORS, LLC
FIRST FINANCIAL COACHING, INC.

Investors

WILLIAM FRED ROGERS
JONATHAN PHILLIP GROCOTT
Harold McCager Mitchell
BETH ANN NELSON
JOSEPH WELCH SEEGERS
Adam Layne Powell
Randall A Trimm
EMILY MONROE POOLE
WANDA COLEMAN MCGOWAN
Nathanial Peter Hanson
WILLIAM BRETT MCKEITHAN
WILLIAM WATSON GAULDIN
JOHN MARK ERWIN
WILLIAM ROBERT WIGGINS
Nicholas Allen Kaplenski
MAYO MCGILL FITZHUGH
Theopolus S Mickles
Taneisha L. Gore
Andrew Nelson Hazle
Richard Ernest Lundy

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