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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

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CREDIT UNION INVESTMENT SERVICES

Investors

Lauren W Cox
Dargan Lucas Moore
Amber Hinton Kidd
Johnathan Christan Stephens
JARED LEE SPENCER
STEVEN CANALI
Darrall Fredrick Murchison
JAIME HOPE SHANNON

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