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Best financial advisors in Trenton, NC

Registered advisers within 25 miles of Trenton, NC.

Offices
64
Firms
29
Combined AUM
$6.14T
Firm-wide filings, not assets booked only here
Clients
497K
497,446 clients when Item 5C has a number
Avg / client
$12.3M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
FINANCIAL SECURITY ADVISORY INC
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST COMMAND ADVISORY SERVICES
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CREDIT UNION INVESTMENT SERVICES

Investors

KEITH WAYNE HOWELL
DAVID LEE DAVIS
E B TALLMAN
ABDUL KAREEM AR-RUSHDI
Matthew Conard
MARK EDWARD CONARD
RICHARD LEE PUGH
MICHAEL GERARD WILLE
Kathryn Thomas Giles
DAVID MICHAEL WILKINS
Kayla Dunnell Goins
TAYLOR J WHITFORD
Shannon Nicole Hudson
ROBERT WILLIAM OVERMAN
JAY WARREN RISHEL
Angie Martin Moran
Ashley Roberts Carpenter
Daniel Merritt Roberts
Daniel M Roberts
MARY JONES
TRAVIS MOSER
SHELLY MALLARD
HOVEY AIKEN
Georgiana Aileen Bowman
Charles Robert Knisley
THOMAS M GINGRICH
Charles Garland Benson
CHAD EVERETTE REYNOLDS
Brian Joseph Fernander
Richard S Hamilton
Kelley Renee Tyson
JOSEPH KENT SPENCER
Andrew Rubem Alves
John Lee Beraud
Weiguo Richard Xu
Mary Vieregge
Todd Morin
JAMES BALL
THOMAS GREGORY COOPER
Carrie Laurin Spaulding
KEVIN ROYCE WAGNER
Casey Allen Simpson

Within 25 miles of Trenton, NC, Best Investors lists 29 registered investment advisory firms with 64 offices nearby, managing about $6.14T in combined regulatory AUM across 497,446 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 Trenton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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