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Best financial advisors in Bear Grass, NC

Registered advisers within 25 miles of Bear Grass, NC.

Offices
69
Firms
33
Combined AUM
$4.66T
Firm-wide filings, not assets booked only here
Clients
651K
651,283 clients when Item 5C has a number
Avg / client
$7.16M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
FOUNDERS FINANCIAL ALLIANCE, LLC

Investors

MERLE THOMAS GREEN
Kasey Clayton Fletcher
MARK A CONWAY
Ashley Keith Woolard
RANDALL SCOTT WEST
Mathew Davis Hopkins
David Bryan Leigh
George Erick Bell
Jeffrey A. Wakefield
Walter Clark Pate
CORY ARMAND KENNEDY
Stephen T Sharpe
MATTHEW DAVID KENNEDY
JAMES MICHAEL BENGALA
Miranda Ann Shelp
Dustin Dane Thornton
KENDRICK MARTIN WHITEHURST
BYRON DECHELLIS
DEBRA LYNN ALLEN
Lisa Dawn Booth
Robert Clark Moore
Eric Cohen
Matthew John Stork
John Xavier Corcoran
JERRY ALLEN CARSON
DIANA SERMONS RATH
WILLIAM HERMAN HOPKINS
Jonathan R Powers
ALEXANDER WORDSWORTH
CHRISTOPHER EARL JENKINS
Robert Jason Howell
DON MICHAEL RUDOLPH

Within 25 miles of Bear Grass, NC, Best Investors lists 33 registered investment advisory firms with 69 offices nearby, managing about $4.66T in combined regulatory AUM across 651,283 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 Grass

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM