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Best financial advisors in Wilmington, NC

Registered advisers within 25 miles of Wilmington, NC.

Offices
238
Firms
107
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,482,359 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

SANCTUARY ADVISORS, LLC
VERITY ASSET MANAGEMENT
EQUITABLE ADVISORS, LLC
COUNTERWEIGHT PRIVATE WEALTH
PFS INVESTMENTS INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL ENTERPRISE, LLC
SHAMROCK FINANCIAL SERVICES
EDWARD JONES
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
TILIA FIDUCIARY PARTNERS, INC.
AE WEALTH MANAGEMENT, LLC
D.A. DAVIDSON & CO.
FARTHER
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

MICHAEL C TUNNEY
AMY LOUISE KEPLER
Eric S Starkey
KATHERINE E MEDINA
Allen Neal Huggins
ROSS MARTIN MOORE
BRIAN S JOHNSON
ANGELA Coffman MACKINNON
NICHOLAS JAMES MURPHY
STEVEN MATTHEW SWIERKOWSKI
EDWARD GERARD GROGAN
RICHARD JUSTIN SCHRUM
MICHAEL E FOGARTY
JAMES THOMAS CAULFIELD
Kelly Luckhaus
ERIC ALLAN BRANDT
STEPHEN ALAN CHAPPELL
THOMAS JAMES GREEN
MATTHEW JOHN GRASSO
JENNA DORI YINGLING
CONNER WILLIAM CARVELL
DIANE L MANNINO
Ryan Edward Casey
Shawn Dustin Hudspeth
Alexis Lynn Delia
WALKER LEE ABNEY
Thomas Paul Favor
Samantha Elizabeth Shucavage
DAVID RAY SHUCAVAGE
Trenton Allen Shady
Alec Hutchinson
Joseph Lecter Sizemore
MATTHEW STEPHENSON BRYANT
Grant Michael Sylvester
CHRISTOPHER RYAN THOMAS
Kevin Littlejohn
MATTHEW TAYLOR BEATTY

Within 25 miles of Wilmington, NC, Best Investors lists 107 registered investment advisory firms with 238 offices nearby, managing about $12.6T in combined regulatory AUM across 2,482,359 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 Wilmington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM