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Best financial advisors in Sunbury, NC

Registered advisers within 25 miles of Sunbury, NC.

Offices
19
Firms
12
Combined AUM
$3.40T
Firm-wide filings, not assets booked only here
Clients
322K
321,635 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST HEARTLAND CONSULTANTS, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
DAVENPORT & COMPANY LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RIVER CRESCENT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
W. F. ROBINS, III, LLC

Investors

CARSON LYLE STALLINGS
Ryan M Smith
Phillip Douglas Bates
Justin Wright Sorensen
Chase Dylan Baccus
JOSEPH EUGENE CHORY
AARON M BROWN
RANDALL SCOTT CARR
LEIGH ANNE ELDER
DAVID ALLEN LOVE
Electra Eiras Armstead
Russell Maughan Hull
Roy Aldon Runyon
Tyler Reed Dunn
Christopher Blake Barcliff
JOHN DAVID SIMPSON
Mitchell Tucker Brown
WILLIAM WHICHARD
JOHN WOOLARD
MIRIAM CRANK
LAURA MELINDA VAN BUREN
MEREDITH MORELAND
WILLIAM JEFFREY MITCHELL
MICHELLE LYNN HOFF
KRISTEN WARREN GARDNER
Shawn-Michael manniel
Jason Scott Guill
DANIEL A YATES
KENNETH ALLEN DELOACH
WILLARD FAYETTE ROBINS

Within 25 miles of Sunbury, NC, Best Investors lists 12 registered investment advisory firms with 19 offices nearby, managing about $3.40T in combined regulatory AUM across 321,635 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 Sunbury

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 DAVENPORT & COMPANY LLC 84 clients · 341 advisers $24.7B AUM