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Best financial advisors in Vanceboro, NC

Registered advisers within 25 miles of Vanceboro, NC.

Offices
100
Firms
45
Combined AUM
$5.82T
Firm-wide filings, not assets booked only here
Clients
817K
816,641 clients when Item 5C has a number
Avg / client
$7.13M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

CHAD EVERETTE REYNOLDS
SARYN ELIZABETH KELLER
TRACY KENT MONK
ADAM CHARLES PERSKY
Jordan Silver
Michael Leonard Bass
Frederick Howard Howdy
TIMOTHY B SAWYER
HILLARY THEODOSIA CROSS
WILLIAM THOMAS CLIFTON PIKE
LYNDON CHARLES PALFREY
JOSHUA MICHAEL VESTAL
JAMES PERKINS EARLE
Michelle Martin Neuhalfen
Alberto Rivera
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
ELEVIA MC COY HEARNE
DANIEL EDWARD MURPHY
Katherine Anne Dougherty
Joanna Faircloth Carr
Heather Megan Retzler
Larry Earl Swinson
ASHLEY ROSALIE IRIZARRY
THOMAS LAURIE SOUTHERN
Christopher Allen Richey
Bryson Farley

Within 25 miles of Vanceboro, NC, Best Investors lists 45 registered investment advisory firms with 100 offices nearby, managing about $5.82T in combined regulatory AUM across 816,641 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 Vanceboro

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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