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Best financial advisors in Rocky Mount, VA

Registered advisers within 25 miles of Rocky Mount, VA.

Offices
124
Firms
59
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,141,818 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LOMBARD ADVISERS INCORPORATED
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAPITOL SECURITIES MANAGEMENT, INC.
KOMMON WEALTH, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Ryan Evan Lester
DEREK HAMMOND LAYMAN
Zachary J Wimmer
Jacob Lewis
Amy Coley Stone
Jon Mark Dabareiner
CHRISTOPHER RAY WRIGHT
CURTIS DICKERSON PILSON
Bronson Boone
DAVID MATTHEW WALKER
Cory Hart
LAWRENCE DEAN JOHNSTON
LARRY RANDOLPH ISLEY
REBECCA WIMBISH STONE
JOHN JASON DOVE
JENNIFER C NEASE
LORI DEAN FRISE
JESSE H WADE
WILLIAM WHEELER NEASE
KRISTOPHER DAVID MONTGOMERY
Autumn Clark Morris
Kimberly H Clark
Matthew Augustus Erikson
Andrew Mark Fenstermaker
Daniel Andrew Webb
MARC DANIEL HIRSHORN
BILLY CHRISTOPHER MASON

Within 25 miles of Rocky Mount, VA, Best Investors lists 59 registered investment advisory firms with 124 offices nearby, managing about $11.2T in combined regulatory AUM across 2,141,818 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 Rocky Mount

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM