Best Investors Account Sign in

Best financial advisors in Windsor, NC

Registered advisers within 25 miles of Windsor, NC.

Offices
14
Firms
8
Combined AUM
$2.85T
Firm-wide filings, not assets booked only here
Clients
283K
283,459 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
LPL FINANCIAL LLC

Investors

BLAKLEE RENN WOLFE
Adam Joseph Clough
LISA ROLL
THOMAS ROLL
Ashley Keith Woolard
MARK A CONWAY
RANDALL SCOTT WEST
Kasey Clayton Fletcher
MERLE THOMAS GREEN
Adrianna Gray Winslow
Michael Ray Barclift
PATRICIA BEACHAM RESPESS
ANGELA HARRELL FUTRELL
Kraig David Osborne
FRANK CLEVELAND JONES
Wingate Gordon Joyner

Within 25 miles of Windsor, NC, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $2.85T in combined regulatory AUM across 283,459 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 Windsor

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 CREDIT UNION INVESTMENT SERVICES 36,300 clients · 262 advisers $111.0K AUM