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Best financial advisors in Speed, NC

Registered advisers within 25 miles of Speed, NC.

Offices
41
Firms
21
Combined AUM
$3.82T
Firm-wide filings, not assets booked only here
Clients
580K
580,281 clients when Item 5C has a number
Avg / client
$6.59M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES

Investors

Kristeena Michele Beasley
Daryle L Coppedge
Sherlon Page Belk

Within 25 miles of Speed, NC, Best Investors lists 21 registered investment advisory firms with 41 offices nearby, managing about $3.82T in combined regulatory AUM across 580,281 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 Speed

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM