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Best financial advisors in Balsam Grove, NC

Registered advisers within 25 miles of Balsam Grove, NC.

Offices
94
Firms
36
Combined AUM
$8.49T
Firm-wide filings, not assets booked only here
Clients
727K
726,673 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ENCOMPASS ADVISORS, LTD.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES

Investors

Theodore Whitlock
JONATHAN MICHAEL LAROCCA
Kyle Jacob McDonald
GERALD TYRE HENDRIX
Carson Gray Waddell
William Tyre Hendrix
JON RANDOLPH GREEN
Joshua Maines Tilley
Jason M Lefler
MILTON GAY TYNCH
MICHAEL STEPHEN BOULOS
Lindsey Robert Caughel
Martin Sohovich
Emily Warren McCurry
Travis Jacob Brotherton
CAITLIN JILL GILMAN
DAWN MICHELE MCALLEN
JEFFREY CHAD MURI
Ashley Jennifer Cedrone
Jeremy Lloyd Phillips
Jenny Marie Martin
SHANNON E CARLOCK
LARRY EUGENE EAST
MATHEW UNDERWOOD
JENNY STILES HOLLAND
GRANVILLE JOSEPH YOUNCE
JACKEY JOSEPH WEBB
KEVIN WILLIAM DONOCHOD
SETH ABRAHAM SHIMANSKY
CHAD LANDON MCMAHON
Sandi Jacob Carroll
MARK KENNON LEAR
MARK KENNETH BLAKEMAN
Douglass Michael Rostick
Colbie Edward Dwiggins

Within 25 miles of Balsam Grove, NC, Best Investors lists 36 registered investment advisory firms with 94 offices nearby, managing about $8.49T in combined regulatory AUM across 726,673 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 Balsam Grove

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 CAPTRUST 963 advisers $1.24T 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM