Best financial advisors in Spring Hope, NC

Registered advisers within 25 miles of Spring Hope, NC.

Offices

103

Firms

41

Combined AUM

$6.95T

Firm-wide filings, not assets booked only here

Clients

1.20M

1,199,565 clients when Item 5C has a number

Avg / client

$5.80M

Combined AUM ÷ clients

Nearby offices

PNC WEALTH MANAGEMENT LLC

109 S BARNES ST
NASHVILLE, NC 27856

EDWARD JONES

207 W Washington Street
NASHVILLE, NC 27856

EDWARD JONES

622 E. WASHINGTON ST
NASHVILLE, NC 27856

CREDIT UNION INVESTMENT SERVICES

1201 N ARENDELL Ave
Zebulon, NC 27597

13.7 miles away

EDWARD JONES

5100 Brewer Court Suite G
WILSON, NC 27896

EDWARD JONES

4061 CAPITAL DRIVE
ROCKY MOUNT, NC 27804

RBC CAPITAL MARKETS, LLC

4051 Capital Drive
ROCKY MOUNT, NC 27804-3655

EQUITABLE ADVISORS, LLC

4020 CAPITAL DRIVE
ROCKY MOUNT, NC 27804

WHITENER CAPITAL MANAGEMENT, INC

3993 SUNSET AVENUE
ROCKY MOUNT, NC 27804

14.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

120 Roundabout Ct
Rocky Mount, NC 27804

14.3 miles away

EDWARD JONES

105 KANDEMOR LANE
ROCKY MOUNT, NC 27804

14.3 miles away

EDWARD JONES

3709 Westridge Circle Dr Suite B
Rocky Mount, NC 27804

14.8 miles away

EDWARD JONES

216 N BICKETT BLVD SUITE 4
LOUISBURG, NC 27549

14.8 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

509 E. Nash Street
Louisburg, NC 27549

14.8 miles away

PROSPERITY CAPITAL ADVISORS

204 N. Winstead Avenue
Rocky Mount, NC 27804

EDWARD JONES

212 N WINSTEAD AVE
ROCKY MOUNT, NC 27804

TAR RIVER WEALTH PLANNING, LLC

109 N MAIN ST
LOUISBURG, NC 27549-9998

EMERALD ASSET MANAGEMENT, INC.

2343 PROFESSIONAL DRIVE SUITE B
ROCKY MOUNT, NC 27804

15.2 miles away

EDWARD JONES

3679 N HALIFAX RD
ROCKY MOUNT, NC 27804

15.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3305 Sunset Ave
Rocky Mount, NC 27858

15.3 miles away

Firms

PNC WEALTH MANAGEMENT LLC

CREDIT UNION INVESTMENT SERVICES

RBC CAPITAL MARKETS, LLC

EQUITABLE ADVISORS, LLC

WHITENER CAPITAL MANAGEMENT, INC

AMERIPRISE FINANCIAL SERVICES, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

PROSPERITY CAPITAL ADVISORS

TAR RIVER WEALTH PLANNING, LLC

EMERALD ASSET MANAGEMENT, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Clifford Douglas Joyner

Marcus Chester Osterhoudt

QUINTON RAMSEY RANNELLS

Wesley Graham Brown

Danusia Grace Honeycutt

Kristeena Michele Beasley

Daryle L Coppedge

Sherlon Page Belk

CARLTON GENE TURNER

SARAH TAYLOR DIXON

SHANNA BOTTOMS STRICKLAND

Mackenzie Shaye Thompson Stussie

RICHARD LEE SANFORD

Michael Kennedy

JONATHAN DONALD COLSTON

Roscoe Flemmings Speight

Christy T. Warrick

Scott Wesley Allen

ADRIAN BRAME WOODY

Anthony Joseph Engrassia

ANTHONY GERARD ENGRASSIA

Zachary T Leonard

Cathy Goff Porter

Reed Alfred Wheless

LOUIS ALFRED WHELESS

JAMES "TRIPP" PARKER LUMPKIN

Arturo Ynocencio Casanova Lumpkin

JAMES PARKER LUMPKIN

JAMES BLAKE THARIN

WILLIAM TYLER GUPTON

Nathan Matthew Lindeman

JOHN THOMAS GRIMES

Within 25 miles of Spring Hope, NC, Best Investors lists 41 registered investment advisory firms with 103 offices nearby, managing about $6.95T in combined regulatory AUM across 1,199,565 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 Spring Hope

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM