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Best financial advisors in Winterville, NC

Registered advisers within 25 miles of Winterville, NC.

Offices
75
Firms
37
Combined AUM
$5.42T
Firm-wide filings, not assets booked only here
Clients
746K
746,090 clients when Item 5C has a number
Avg / client
$7.27M
Combined AUM ÷ clients

Nearby offices

Firms

THE JOURNEYS GROUP, INC.
CREDIT UNION INVESTMENT SERVICES
TYNDALL STROUD WEALTH MANAGEMENT, LLC
CPS INVESTMENT ADVISORS
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CONE ADVISORY GROUP, INC.
EAGLE STRATEGIES LLC
CAROLINA WEALTH MANAGEMENT, INC.
VANDALIA WEALTH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUIST ADVISORY SERVICES, INC.
RESURGENT ADVISORS
INTEGRATED WEALTH CONCEPTS LLC

Investors

GEORGE THOMAS PATE III
GEORGE THOMAS PATE
Caleb Anthony Jarman
DEREK HUGH STROUD
LARRY KEITH TYNDALL
Joshua Sweeley
JANET EILEEN CARPENTER
John Chadwick Matta
CURTIS DEAN CONE
CURTIS DEAN CONE
J Winston Hollingsworth
Larry Whittington
Joseph Theodore Chrobak
Robert Michael Goodwin
JONATHAN CRAIG BLACKWELL
DEREK SANDERSON PSZENNY
DAVID RONALD DAMM
THOMAS DUFFY MEYER
JOSEPH PARISH PARKER
ADAM TIMOTHY OSTERBUR
Jorge Luis Martinez
PATRICK DECLAN MOLAMPHY
BRUCE ROY WACKELIN
Gregory Alan Weigum
Kim Viola Patton Alexander
DORSEY WEBSTER TYNDALL
John Davis Fleming
REBECCA LYNNE BUIE
JAMES BUIE
SCOTT MONTGOMERY WEBB SHOOK
SAMUEL REUBEN HYLTON
MARK A CUTLER
Justine Lawson
Belinda Mai Butler
DANIEL LEROY TAYLOR
Robert Bryant Hough
DAVID ROGER HUNT
Christopher Ryan House

Within 25 miles of Winterville, NC, Best Investors lists 37 registered investment advisory firms with 75 offices nearby, managing about $5.42T in combined regulatory AUM across 746,090 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 Winterville

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM