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Best financial advisors in Swansboro, NC

Registered advisers within 25 miles of Swansboro, NC.

Offices
60
Firms
29
Combined AUM
$6.11T
Firm-wide filings, not assets booked only here
Clients
586K
585,793 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Patrick Clayton Cottle
James Clyde Phillips
Craig Kopka
Ashley Faye Lindsay
Laura Hartz Connors
PAIGE HARRIS JOYNER
DAVID WINFIELD MILLER
TIMOTHY ALLAN NECAISE
DONNA HOLMES COMER
Sara Catherine Snavely
Michael Edward Sprague
Bruce Fortin
James Harold Bass
Gabriel Tiller
James E Dee
Cheryl Henke Mansfield
CLARK NAYLOR CALLAWAY
ROBERT ANDREW HARDIN
CAROLINE HELEN GEORGIADIS
DALLAS PRESTON GARNER
JOHN CURTIS FLOYD
JOSEPH KENT SPENCER
Andrew Rubem Alves
John Lee Beraud
Weiguo Richard Xu
Mary Vieregge
Todd Morin
JOHN CAPRON GUGGENHEIMER
SUSAN LOVETTE CHEEK
KEVIN ROYCE WAGNER
Brian Joseph Fernander

Within 25 miles of Swansboro, NC, Best Investors lists 29 registered investment advisory firms with 60 offices nearby, managing about $6.11T in combined regulatory AUM across 585,793 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 Swansboro

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM