Best financial advisors in Wilson, NC

Registered advisers within 25 miles of Wilson, NC.

Offices

81

Firms

33

Combined AUM

$7.82T

Firm-wide filings, not assets booked only here

Clients

742K

741,775 clients when Item 5C has a number

Avg / client

$10.5M

Combined AUM ÷ clients

Nearby offices

EMERALD ASSET MANAGEMENT, INC.

2343 PROFESSIONAL DRIVE SUITE B
ROCKY MOUNT, NC 27804

19.7 miles away

LPL ENTERPRISE, LLC

571 NAPOLEON ROAD
SELMA, NC 27576

19.8 miles away

EDWARD JONES

622 E. WASHINGTON ST
NASHVILLE, NC 27856

19.9 miles away

CREDIT UNION INVESTMENT SERVICES

2811 Wayne Memorial Dr
Goldsboro, NC 27534

FIRST ADVISORS NATIONAL, LLC

880 Country Club Rd
Rocky Mount, NC 27804

EDWARD JONES

207 W Washington Street
NASHVILLE, NC 27856

20.2 miles away

PNC WEALTH MANAGEMENT LLC

109 S BARNES ST
NASHVILLE, NC 27856

20.2 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

2600 Medical Office Place
Goldsboro, NC 27533

20.2 miles away

EDWARD JONES

2501 Wayne Memorial Dr Ste B
Goldsboro, NC 27534

20.3 miles away

EDWARD JONES

1061 N WINSTEAD AVE SUITE 100
ROCKY MOUNT, NC 27804

20.5 miles away

UNITED BROKERAGE SERVICES, INC

1378 Benvenue Road
Rocky Mount, NC 27804

20.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

800 TIFFANY BLVD STE 219
ROCKY MOUNT, NC 27804

20.6 miles away

OSAIC INSTITUTIONS, INC.

1405 BENVENUE RD
ROCKY MOUNT, NC 27804

20.6 miles away

EDWARD JONES

2447 HURT DR
ROCKY MOUNT, NC 27804-7976

20.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1133 Jeffreys Rd
Rocky Mount, NC 27804

20.8 miles away

LPL ENTERPRISE, LLC

1306 WAYNE MEMORIAL DRIVE SUITE B
GOLDSBORO, NC 27534

LEVEL FOUR ADVISORY SERVICES

2805 N. PARK DRIVE
GOLDSBORO, NC 27534

21.2 miles away

CREDIT UNION INVESTMENT SERVICES

601 Gregory Ave
Snow Hill, NC 28580

21.3 miles away

CREDIT UNION INVESTMENT SERVICES

2550 Benvenue Rd
Rocky Mount, NC 27804

21.3 miles away

EDWARD JONES

113 HERITAGE CROSSING
SNOW HILL, NC 28580

21.4 miles away

Firms

EMERALD ASSET MANAGEMENT, INC.

LPL ENTERPRISE, LLC

CREDIT UNION INVESTMENT SERVICES

FIRST ADVISORS NATIONAL, LLC

PNC WEALTH MANAGEMENT LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

UNITED BROKERAGE SERVICES, INC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC INSTITUTIONS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LEVEL FOUR ADVISORY SERVICES

Investors

JAMES BLAKE THARIN

WILLIAM TYLER GUPTON

DANNY VESTER BROWN

Marcus Chester Osterhoudt

Destaney Deana Jones

WARREN S BRASWELL

Clifford Douglas Joyner

JAMES HARRISON MARTIN

DEBORAH CHRISTINE Wright

Rodney Dewey Woodard

Clarence B Bunting

John Andrew Hawkins

BRYAN KRISTOPHER RICHARDSON

JUSTIN BROOKS BUNTING

Robert Freeman Grady

Donald Milton Adkins

CHRISTOPHER WAYNE CANADY

Andrew Thomas McKnight

BOMAN WAYNE RICHARDSON

JOYCELYN YVETTE WHITE STOKES

Grayson B Hussey

Roland Brent Andrews

Within 25 miles of Wilson, NC, Best Investors lists 33 registered investment advisory firms with 81 offices nearby, managing about $7.82T in combined regulatory AUM across 741,775 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 Wilson

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM