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Best financial advisors in Sunny Point Military Ocean T, NC

Registered advisers within 25 miles of Sunny Point Military Ocean T, NC.

Offices
89
Firms
40
Combined AUM
$6.80T
Firm-wide filings, not assets booked only here
Clients
803K
803,457 clients when Item 5C has a number
Avg / client
$8.47M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
INDEPENDENT ADVISOR ALLIANCE, LLC
EQUITABLE ADVISORS, LLC
FIRST FINANCIAL COACHING, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EMERSON EQUITY LLC
TRUIST ADVISORY SERVICES, INC.
WEALTH MANAGEMENT ADVISORS, LLC

Investors

BETH ANN NELSON
JOSEPH WELCH SEEGERS
WILLIAM FRED ROGERS
JONATHAN PHILLIP GROCOTT
Adam Layne Powell
Randall A Trimm
EMILY MONROE POOLE
Jeremy Ryan Hinson
Teresa Ann Carroll
WANDA COLEMAN MCGOWAN
Nathanial Peter Hanson
WILLIAM BRETT MCKEITHAN
WILLIAM WATSON GAULDIN
JOHN MARK ERWIN
WILLIAM ROBERT WIGGINS
Nicholas Allen Kaplenski
MAYO MCGILL FITZHUGH
Gina L Gilb
Claudia Huerta Suazo
James Frederick Tollens
John R Query
KRISTIN NICHOLE DOWDY
JARROD DANIEL GOULD
Angela Sue Diehl
Jared L Diehl

Within 25 miles of Sunny Point Military Ocean T, NC, Best Investors lists 40 registered investment advisory firms with 89 offices nearby, managing about $6.80T in combined regulatory AUM across 803,457 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 Sunny Point Military Ocean T

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM