Best financial advisors in Supply, NC

Registered advisers within 25 miles of Supply, NC.

Offices

71

Firms

35

Combined AUM

$6.72T

Firm-wide filings, not assets booked only here

Clients

696K

695,831 clients when Item 5C has a number

Avg / client

$9.65M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

4519 Main St
Shallotte, NC 28470

TRUIST ADVISORY SERVICES, INC.

100 SHALLOTTE CROSSING PKWY
SHALLOTE, NC 28470

EDWARD JONES

4700 MAIN ST SUITE 1
SHALLOTTE, NC 28470

WEALTH MANAGEMENT ADVISORS, LLC

4705 MAIN STREET
SHALLOTTE, NC 28459

WEALTH MANAGEMENT ADVISORS, LLC

4705 MAIN STREET
SHALLOTTE, NC 28470

BUCK WEALTH STRATEGIES, LLC

5039-5 Main St.
Shallotte, NC 28470

BUCK WEALTH STRATEGIES, LLC

5039 Main St. #5
Shallotte, NC 28470

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

624 Village Rd SW Ste 2
Shallotte, NC 28470

EDWARD JONES

2831 MIDWAY RD SE STE 112
BOLIVIA, NC 28422

STATE FARM INVESTMENT MANAGEMENT CORP.

4330 Southport Supply Rd SE Unit 202
Southport, NC 28461

12.8 miles away

LPL FINANCIAL LLC

4330 SOUTHPORT-SUPPLY RD SE, UNIT 203
SOUTHPORT, NC 28461

12.8 miles away

EDWARD JONES

925 SEASIDE RD SW SUITE 5
OCEAN ISLE BEACH, NC 28469

14.1 miles away

OSAIC WEALTH, INC.

4030 Old Bridge Road SE
Southport, NC 28461

14.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

8509 E Oak Island Dr Unit 2
Oak Island, NC 28465-8070

14.5 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

7455 HIGH MARKET ST
SUNSET BEACH, NC 28468

14.5 miles away

UNITED BROKERAGE SERVICES, INC

840 Sunset Blvd North
Sunset Beach, NC 28468

14.6 miles away

EDWARD JONES

4870 Long Beach Rd SE Ste 1
Southport, NC 28461

14.7 miles away

CREDIT UNION INVESTMENT SERVICES

5190 Eason St
Southport, NC 28461

15.1 miles away

LPL FINANCIAL LLC

1456 N HOWE STREET STE 200
SOUTHPORT, NC 28461

16.3 miles away

INDEPENDENT ADVISOR ALLIANCE, LLC

715 N. Howe St. Unit 2
Southport, NC 28461

16.9 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

TRUIST ADVISORY SERVICES, INC.

WEALTH MANAGEMENT ADVISORS, LLC

BUCK WEALTH STRATEGIES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UNITED BROKERAGE SERVICES, INC

CREDIT UNION INVESTMENT SERVICES

INDEPENDENT ADVISOR ALLIANCE, LLC

Investors

KRISTIN NICHOLE DOWDY

JARROD DANIEL GOULD

Angela Sue Diehl

WILLIAM DAVIS MILLIGAN

Trent Richardson

Timothy M White

Alister K Chick

Jeremy Ryan Hinson

Teresa Ann Carroll

WILLIAM FRED ROGERS

JONATHAN PHILLIP GROCOTT

Jeremy S Johnson

Silvia M Sevast

JOSEPH WELCH SEEGERS

BETH ANN NELSON

Henderson Louviere

Brian William Karg

Adam Layne Powell

Randall A Trimm

EMILY MONROE POOLE

WANDA COLEMAN MCGOWAN

Nathanial Peter Hanson

WILLIAM BRETT MCKEITHAN

Within 25 miles of Supply, NC, Best Investors lists 35 registered investment advisory firms with 71 offices nearby, managing about $6.72T in combined regulatory AUM across 695,831 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 Supply

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM