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Best financial advisors in Tarboro, NC

Registered advisers within 25 miles of Tarboro, NC.

Offices
78
Firms
37
Combined AUM
$4.94T
Firm-wide filings, not assets booked only here
Clients
647K
646,884 clients when Item 5C has a number
Avg / client
$7.63M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OBP CAPITAL
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED BROKERAGE SERVICES, INC
OSAIC INSTITUTIONS, INC.
LIVE OAK PRIVATE WEALTH, LLC
EQUITABLE ADVISORS, LLC
IRONSIDES ASSET ADVISORS, LLC
FIRST ADVISORS NATIONAL, LLC
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC

Investors

Alison Thompson Blodgett
KELLY BETH WATSON
Matthew Bugg Thompson
Ricky Reynolds Thompson
Jennifer Chavis Purnell
Andre D Barnes
Kevin Lee DeBruhl
MATTHEW DUNLAP VAUGHAN
BRYAN KRISTOPHER RICHARDSON
CHRISTOPHER WAYNE CANADY
John Andrew Hawkins
JUSTIN BROOKS BUNTING
Robert Freeman Grady
Mary Angela Bolton
FRANK GEHMAN JOLLEY
WILLIAM HENRY COLLIER
JEFFREY LYNN COLLINS
EMMETT WAYNE GIBSON
MARK ERVIN ROBERTS
Benjamin Wadsworth Brock Roberts
WARREN S BRASWELL
Philp Winston Thomas
JOYCELYN YVETTE WHITE STOKES
MELANIE GABRIELA HERNANDEZ-CALZADA
MONTY RAY POLLARD
JOHN MARVIN MEBANE
LISA JOE TAYLOR
RUSSELL L PROCTOR
Wesley Hunter Strandberg
RUSSELL LEON PROCTOR
ANGELA KILGO MOSS
BOBBY LEWIS MOSS
CREIGHTON LEE HAYWORTH
STEVEN DANIEL FELTON

Within 25 miles of Tarboro, NC, Best Investors lists 37 registered investment advisory firms with 78 offices nearby, managing about $4.94T in combined regulatory AUM across 646,884 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 Tarboro

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B 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