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Best financial advisors in Southern Pnes, NC

Registered advisers within 25 miles of Southern Pnes, NC.

Offices
66
Firms
42
Combined AUM
$7.24T
Firm-wide filings, not assets booked only here
Clients
1.38M
1,381,558 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
BROOKSTONE CAPITAL MANAGEMENT LLC
KIAROS ADVISORS, LLC
ALIGN FINANCIAL PLANNING
HICKS FINANCIAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
WE EDUCATION INVESTMENT MANAGER LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MODERA WEALTH MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
DREHER FINANCIAL PARTNERS
EDWARD JONES
THE PINES WEALTH MANAGEMENT, LLC
NEWEDGE ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.

Investors

TRACEY LEE MCINNIS
David Alan Hammond
Mitchell Keiser
PETER THOMAS KISVER
Katherine Taylor Stevick
Timothy Wayne Hicks
Jordan Robert Hicks
COLLEEN K O'DONNELL
Taylor Gillis Clement
Christopher Chance Bleeker
TODD CHARLES STOUT
RALPH TRENT WILLIAMSON
Bryan Paul Griffin
JEFFREY SCOTT KITTRELL
MICHAEL EUGENE CHAPMAN
KATHERINE ANN IVES
Nathan Aaron Cherry
AUDRA WEBB LUBAWSKI
MICHAEL STEPHEN WHITE
THOMAS EDWARD VELEVIS
Mary Spooner Rocca
Merralee Ann Perkins Thorpe
MICHELLE CRANDALL ROBINSON
HOWELL EVANS NEVILLE
WINFRED NORMAN HASTY
MARY KAY ZASTROW
Aaron Michael Breasseale
TERESA ZAHRAN WHITE
Timothy J Gendron
MATTHEW SCOTT GREGORY
JUSTIN DAVID BRADFORD

Within 25 miles of Southern Pnes, NC, Best Investors lists 42 registered investment advisory firms with 66 offices nearby, managing about $7.24T in combined regulatory AUM across 1,381,558 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 Pnes

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM