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Best financial advisors in Stumpy Point, NC

Registered advisers within 25 miles of Stumpy Point, NC.

Offices
13
Firms
10
Combined AUM
$2.69T
Firm-wide filings, not assets booked only here
Clients
468K
468,199 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
DARE CAPITAL MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
HUTCHINS CANNING & COMPANY PA

Investors

JASON CRAIG SHERWOOD
Matthew Forrest
Jason Hollis Johnson
Kelli Rose Harmon
Jason Borland
JOIE PITTMAN WHITE
JOSEPH RICHARD CAMPBELL
ROBERT ANTHONY GENTRY
Scott Ryan Brown
CYNTHIA LYNN BITTLE
JOHN EDWARD DAWSON
DAVID DANIEL WARNER
WILLIAM THOMAS SULLIVAN

Within 25 miles of Stumpy Point, NC, Best Investors lists 10 registered investment advisory firms with 13 offices nearby, managing about $2.69T in combined regulatory AUM across 468,199 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 Stumpy Point

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 STRATOS WEALTH PARTNERS, LTD 376 clients · 377 advisers $18.6B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 HUTCHINS CANNING & COMPANY PA 1 clients · 1 advisers $78.5M AUM