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Best financial advisors in State Road, NC

Registered advisers within 25 miles of State Road, NC.

Offices
43
Firms
17
Combined AUM
$4.29T
Firm-wide filings, not assets booked only here
Clients
560K
560,368 clients when Item 5C has a number
Avg / client
$7.65M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
GOOD LIFE ADVISORS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
FORTRESS PRIVATE LEDGER, LLC
LPL FINANCIAL LLC
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

Investors

JUSTIN ALLEN HALL
CHRISTOPHER SCOTT KING
JAMES STEVEN OWINGS
JASON THOMAS SINGLETON
Elizabeth Bahena
Frank H. Beals
Nathaniel Sturgill
Timothy Michael Johnson
Barry Kendell Revis
Aaron Locke Misenheimer
Audra Gillespie Cox
Scott Christian Assali
Paul James Bunke
JULIANA VIDA LOWE
Amber Boyd Creed
JESSE CARL HUDSON
Christopher Lee Funk
Casey Lin Best
JOHN BATTLE PHILIPS
ANTHONY DANE SHINAULT
Dale Draughn
Kent Gravely
W. SKYLER HARRISON
George Logan Draughn
Andi Draughn Schnuck
MATTHEW WADE VOREH
ZACHARY STAN SMITH

Within 25 miles of State Road, NC, Best Investors lists 17 registered investment advisory firms with 43 offices nearby, managing about $4.29T in combined regulatory AUM across 560,368 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 State Road

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM