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Best financial advisors in W Field, NC

Registered advisers within 25 miles of W Field, NC.

Offices
40
Firms
18
Combined AUM
$3.93T
Firm-wide filings, not assets booked only here
Clients
435K
434,822 clients when Item 5C has a number
Avg / client
$9.03M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TIMONIER
APOLLON WEALTH MANAGEMENT, LLC
VOYA FINANCIAL ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Bryan Andrew Everly
ERIC BRYANT EVERLY
Cody Charles McCollem
Audra Gillespie Cox
Scott Christian Assali
Paul James Bunke
ROBERT EDWARD GALLERT
Benjamin Hawkins
Fitzhugh Lee McMurry
Calvin Bruce Hodgin
Kenneth Judson Bell
Wesley Calvin Hodgin
THAD EUGENE TUCKER
Justin William Smith
Catherine Barker Smith
JON CARL FOX
Robert Lynn Hargrove
Benjamin David SHAMBERGER
TYLER JORDAN SCHWEIGERT
Zachariah B Baker
William Scott Nason
BRIAN SCOTT NASON
Kenneth Hedgecock Brown
JANICE JACOBY FRENCH
NICHOLAS SCOTT YEAKLE
SAMUEL BRADFORD SOOTS
NICHOLAS C BAKER
Dax Carlyle Allred
Jason Gary Pardue
Neil Andrew Allerton
Odysseus James Chamis
DAVID WAIN GOOGE
CARLA WICKLINE THRASHER
Christie B Severino
TRACY CLINTON DUNCAN
Anthony Guy Diffenbaugh
Jodie Nicole Baker
LAURA ELAINE BANASIEWICZ
JASON PAUL STERN
RYAN EDWARD BEAUDRY
Alexis Simpson Reeves

Within 25 miles of W Field, NC, Best Investors lists 18 registered investment advisory firms with 40 offices nearby, managing about $3.93T in combined regulatory AUM across 434,822 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 W Field

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 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 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM