Best Investors Account Sign in

Best financial advisors in Blounts Creek, NC

Registered advisers within 25 miles of Blounts Creek, NC.

Offices
43
Firms
22
Combined AUM
$3.47T
Firm-wide filings, not assets booked only here
Clients
271K
271,391 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
UNITED BROKERAGE SERVICES, INC
KESTRA PRIVATE WEALTH SERVICES, LLC
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Frederick Howard Howdy
Roy L. Parker
Graham Parker
CHRISTOPHER NEIL WILLIAMS
Logan Pierce Everette
LISA ENGELHARDT CLARK
Rodney L. Cantrell
Jordan Leigh Cantrell
James D Linton
Stuart Willis ONeal
Jonathan Mark Nelson
AARON BENJAMIN SAULS
Jonathon Donald Oliver
CHAD EVERETTE REYNOLDS
Michael James Goodwin
ROBERT WILLIAM OVERMAN
JAY WARREN RISHEL
ASHLEY ROSALIE IRIZARRY
THOMAS LAURIE SOUTHERN
Christopher Allen Richey
Georgiana Aileen Bowman
Charles Robert Knisley
MARY JONES
TRAVIS MOSER
SHELLY MALLARD
HOVEY AIKEN
Matthew Conard
MARK EDWARD CONARD
Charles Garland Benson
THOMAS M GINGRICH
Angie Martin Moran
Ashley Roberts Carpenter
Daniel Merritt Roberts
Daniel M Roberts

Within 25 miles of Blounts Creek, NC, Best Investors lists 22 registered investment advisory firms with 43 offices nearby, managing about $3.47T in combined regulatory AUM across 271,391 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 Blounts Creek

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM