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Best financial advisors in Surf City, NC

Registered advisers within 25 miles of Surf City, NC.

Offices
95
Firms
50
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.89M
1,886,140 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CG ADVISORY SERVICES
EDWARD JONES
OSAIC WEALTH, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
ROCKEFELLER FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
D.A. DAVIDSON & CO.
RBC CAPITAL MARKETS, LLC
THE BREIT GROUP
MORGAN STANLEY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Investors

Brian Joseph Fernander
ANDREW DEVITT FINNEGAN
JOSIAH WHITTEN
Denis Ingalls
JOSEPH DANIEL DAHL
PATRICK J DEAN
BONNIE MARIE CELIA
MICHAEL RAY SKIBBE
WILLIAM P. PATTERSON
Ian Joseph Faulkner
DONIS Noe SMITH
MICHAEL CHARLES PEARSON
JILLIAN MARIE PROPST
KRISTIN K MCCARTHY
TYLER CHAD YAW
THOMAS JOSEPH BURKE
ERIC ALLEN KULLBERG
PATRICIA OSBURN KUSEK
JUSTIN BRAND WOLFE
STEVEN ELIOT KRASNIPOL
RUSSELL B MOORE
RYAN M RIEDEL
Michael Hunter Womble
RICHARD AUGUSTINE SEMENTA
WILLIAM ANDREWS VESTAL
Danielle Potts
James Wawner
Clarence Albert Burton
SCOTT EDWARD DEFFINBAUGH
ROBERT TYLER THOMAS
CHARLES MC INTOSH LEAK
JEREMY DAVID BEAKES
DAVID C. TINGELSTAD
Caroline Cameron Theobald
Brett T McDonough
BRET FREDERICK SCHARDT
PAUL SCOTT BRINKLEY
ADAM MICHAEL VANDAMME
MICHAEL THOMAS BREITFELLER
Lauren Elizabeth Breitfeller
Cynthia L. Williams
RACHEL ANN HUNT
DAVID RAY PRICE
RICHARD HALEY HOBGOOD
WILLIAM ARTHUR WAYLETT
SONJA LEE AARNINK
MICHAEL ROBERT KRAUS
TIFFANY R BARLOW
ALEASHA Marie Conroy
John Craig Collie
Angelina S Patarini
LOUIS AUGUSTUS BURNEY
ANTHONY SUTERA
EDWARD ALBERT GLENN
PATRICIA E COLLIE
Megan Laura Wallace Heathcote
PETER OWENS COX
DANIEL HILL OWEN
STEPHEN SCOTT COOLEY
Robert Morgan
Ashley Myers Brown

Within 25 miles of Surf City, NC, Best Investors lists 50 registered investment advisory firms with 95 offices nearby, managing about $10.2T in combined regulatory AUM across 1,886,140 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 Surf City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM