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Best financial advisors in Southern Pines, NC

Registered advisers within 25 miles of Southern Pines, NC.

Offices
79
Firms
49
Combined AUM
$8.74T
Firm-wide filings, not assets booked only here
Clients
1.53M
1,528,812 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
CREDIT UNION INVESTMENT SERVICES
VIRTUE CAPITAL MANAGEMENT, LLC
FOUNDERS FINANCIAL ALLIANCE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEVEL FOUR ADVISORY SERVICES
POTTLE FINANCIAL SERVICES, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUIST ADVISORY SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
RELIANT INVESTMENT PARTNERS, LLC
GOLDEN PINE ADVISORY, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MARK R. LEMMOND CPA, PLLC

Investors

SAMUEL FRANCIS STOREY
Philip Tomwin Bailey
Hayden Nicholas Ayers
MICHAEL PATRICK CONLEY
DANIELLE ANN GOLLEHON
JEFFREY JAY GOLLEHON
MICHAEL TAFT GANTT
DAVID YODER
KATHERINE MARGARET KING
STEVEN JOSEPH MENENDEZ
BETTY BLAKE KING
MARK DOUGLAS AVERELL
DAVID B. PALMER
HILLARY KRISTIN ROGERS
Judson Bullard
GARY MICHAEL THOMAS
CHRISTOPHER TODD HUNT
Jacob Britt Lawson
John Robert Lawson
Christshon Hicks
BARBARA ANNE LUTKE
William W Thomas
NOELLE GRANVILLE MCINTYRE
Anna Bair Pottle
JOSEPH BAILEY VAUGHAN
Richard Russell Palmer
RICHARD RUSSELL PALMER
WILLIAM ROBERT EASTMAN
JAMES EDWARD FITCH
WILLIAM ANDREW HANLON
ILIR BERBERI
JAMES MICHAEL BAKER
BRIAN MACINTOSH
MICHAEL SALVATORE BUCCERI
ALBERT CHEN
Douglas Edward Lynam
THOMAS PATRICK WALTERS
THOMAS PATRICK WALTERS
Lorin Noelle Wagler
JOHN PATRICK HUTCHINSON
ROBERT JAY WAGLER
MARK ALAN BARE
Gregory Robert Grimshaw
Troy Puchalski
Kevin M Ley
TODD ANDREW WALTON
MICHAEL A LEACH

Within 25 miles of Southern Pines, NC, Best Investors lists 49 registered investment advisory firms with 79 offices nearby, managing about $8.74T in combined regulatory AUM across 1,528,812 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 Southern Pines

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM