Best Investors Account Sign in

Best financial advisors in Warrenton, NC

Registered advisers within 25 miles of Warrenton, NC.

Offices
13
Firms
7
Combined AUM
$1.89T
Firm-wide filings, not assets booked only here
Clients
410K
409,999 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
EQUITABLE ADVISORS, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
TAR RIVER WEALTH PLANNING, LLC
LPL FINANCIAL LLC

Investors

WAYNE JACK COTTRELL
RICHARD ALTLAND SPEERS
TONEY OTIS FALKNER
MATTHEW BRIEN WOODLIEF
MARGIER LUE-DIETHA WHITE
Jonathan D White
Charles Jeffery Perry
Bradley Stephen Smith
Christopher Ryan Manning
Alexandra Kate Adams
Ava Adams
Anthony Wayne Adams
HOWELL ALEXANDER OGEARY
Scott Wesley Allen
ADRIAN BRAME WOODY
KIM WEBER
Reed Alfred Wheless
LOUIS ALFRED WHELESS
JAMES "TRIPP" PARKER LUMPKIN
Arturo Ynocencio Casanova Lumpkin
JAMES PARKER LUMPKIN
MATTHEW RONALD CRACCHIOLO
CHRISTOPHER RONALD CRACCHIOLO

Within 25 miles of Warrenton, NC, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $1.89T in combined regulatory AUM across 409,999 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 Warrenton

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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM 6 TAR RIVER WEALTH PLANNING, LLC 5 advisers $401M AUM 7 PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC 3 advisers $163M AUM