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Best financial advisors in Bear Creek, NC

Registered advisers within 25 miles of Bear Creek, NC.

Offices
43
Firms
22
Combined AUM
$5.73T
Firm-wide filings, not assets booked only here
Clients
652K
652,299 clients when Item 5C has a number
Avg / client
$8.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
CREDIT UNION INVESTMENT SERVICES
CAPTRUST
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
DAVENPORT & COMPANY LLC
WEST FINANCIAL STRATEGIES, INC.

Investors

Laura Marsh Clapp
Jonathon Reinhard Marsh
JOHN THOMAS QUIGGLE
JAMES BRADSHAW PARRISH
Eric Thomas Vernon
CHARLES MURPHY PADERICK
Ian Hunter Vernon
Renee Davis Thomas
MILLER D ROBINS
WILLIAM KELLER NORMANN
Lisa Morris Pace
TIMOTHY WAYNE WILSON
Bobby M Pulgarin
THOMAS M ROSSER
Lauren W Cox
Dargan Lucas Moore
Amber Hinton Kidd
Johnathan Christan Stephens
JARED LEE SPENCER
Todd M Graddy
Chadwick Douglas Virgil
Douglas M Gay
Gregory Scott Pace
Leigh Ann Harris
LAUREL GODFREY JOHNSON
HEATHER MCCOY WICKER
CARTER MATHIS
Brian T. Mathis
JAMES WALSTON SHEARIN
JAMES AARON THOMAS
Kevin Christopher Maley
Clinton James Paul Chapman
Blake Stewart
Shari Becker
Amanda Wood Klier
MILTON LEE WEST
CHARLES FREDERICK VON CANON

Within 25 miles of Bear Creek, NC, Best Investors lists 22 registered investment advisory firms with 43 offices nearby, managing about $5.73T in combined regulatory AUM across 652,299 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 Bear Creek

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPTRUST 963 advisers $1.24T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM