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Best financial advisors in Black Mountain, NC

Registered advisers within 25 miles of Black Mountain, NC.

Offices
176
Firms
73
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.13M
2,128,136 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
COLLIE FINANCIAL PLANNING, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
IFC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
THE FINANCIAL COACHING CENTER, LLC
ACT ADVISORS
SOUTHLAND EQUITY PARTNERS, LLC.
CORNERSTONE ADVISORS, LLC
MORGAN STANLEY
COLTON GROOME FINANCIAL ADVISORS, LLC

Investors

CARLI NOLTE PETIT
Scott D. Roy
Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
NICHOLAS SIMON ALDRIDGE
MICHAEL REID COLLIE
Logan Michael Collie
BRIAN THOMAS FORTUNE
Kyle Michael Jambon
JEFFREY MICHAEL WHITE
Brandon Jaimes
IRA JOSEPH STARR
STEPHEN CARSON SLOAN
REBECCA ELLEN BUSH
LESLEY BRIAN WILSON
Justin Wesley Powell
Nicole Leann Barrett
RYAN PATRICK MORAN
PATRICK JENNINGS LATTA
ROGER WESLEY JOHNSON
MARTHA RUTH HAYS
DOUGLAS BARRY ENGLISH
ROBERT BURKS WOOD
DAVID KARL WILHELM
Lisa Marise Green
CARLOS HERNAN FONSECA
DAVID WHITNER SANDERS
ADAM HUNTER STANFORD
Amy Elizabeth Lewallen
Craig S Harris
MARK RICHARD GREEN
DAVID BRIAN MCAFOOS
TAYLOR S MCLENNAN
JOSHUA RICHARDS HIX
RYAN ADDISON ANDERSON
Daniel J Hroback
Adam M Groff
RICHARD CARTER EATON
MICHAEL ANDRY
DAVID MICHAEL NELSON
TAYLOR BELL POTEAT
Matthew William Donohue
Robin Vickery Barber
JAY GARST REESE
MATTHEW LINDSAY GROOME
Stacey McIntosh Anderson
Todd Burkhalter
DONALD LAWRENCE REICHERT
KYLE EDGAR GRANDSTAFF

Within 25 miles of Black Mountain, NC, Best Investors lists 73 registered investment advisory firms with 176 offices nearby, managing about $10.7T in combined regulatory AUM across 2,128,136 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 Black Mountain

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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