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Best financial advisors in Trent Woods, NC

Registered advisers within 25 miles of Trent Woods, NC.

Offices
42
Firms
22
Combined AUM
$3.60T
Firm-wide filings, not assets booked only here
Clients
270K
270,218 clients when Item 5C has a number
Avg / client
$13.3M
Combined AUM ÷ clients

Nearby offices

Firms

TAYLOE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BLUESKY WEALTH ADVISORS, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
COOPER MCMANUS
STATE FARM INVESTMENT MANAGEMENT CORP.
BANKERS LIFE ADVISORY SERVICES, INC.
PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
CREDIT UNION INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DEBORAH COOK TAYLOE
DALE LEON ELKS
DAVID LAURENCE BLAIN
MOLLY SUTZ
Christie Lynn Bonacci
AYASHA JONES
JOHN A. STATON
MADELINE VALENTE
TARA LORRAINE HUGHES
CAROLINE JONES
JOHN ANDREWS NELSON
William Garrett Slack
Bruce Fortin
DEBORAH L COOK
JAMES PERKINS EARLE
HILLARY THEODOSIA CROSS
TIMOTHY B SAWYER
Michelle Martin Neuhalfen
Alberto Rivera
Larry Earl Swinson
Katherine Anne Dougherty
Joanna Faircloth Carr
Heather Megan Retzler
ELEVIA MC COY HEARNE
DANIEL EDWARD MURPHY
WILLIAM THOMAS CLIFTON PIKE
LYNDON CHARLES PALFREY
JOSHUA MICHAEL VESTAL
Bryson Farley
Ashley Taylor Woolard Paramore
ADAM CHARLES PERSKY
Jordan Silver
Michael Leonard Bass
LOWELL JARED TAYLOR
Christopher Allen Richey
ASHLEY ROSALIE IRIZARRY

Within 25 miles of Trent Woods, NC, Best Investors lists 22 registered investment advisory firms with 42 offices nearby, managing about $3.60T in combined regulatory AUM across 270,218 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 Trent Woods

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM