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Best financial advisors in Boger City, NC

Registered advisers within 25 miles of Boger City, NC.

Offices
317
Firms
100
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,747,336 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

CREDIT UNION INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
UNITED BROKERAGE SERVICES, INC
FIFTH THIRD SECURITIES, INC.
GREAT VALLEY ADVISOR GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
LEONARD WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Ashlie Kelley Link
DEANA MARIE SPAINHOUR
MELISSA ANN SPIVEY
FRANCES KAY PUMPHREY
Samuel Dyk Hershberger
ROBIN BIDDY RADOVICH
JACLYN MCGREW
AUSTIN HOUSER
CARMEN MARIA BOLIUS ANDREWS
Jessica Beard
JOSEPH CAIN LEONARD
John Varney Gregory
PAUL E PARKER
Brent Reynolds
Candance Bryan Heavner
Matthew Foster
Michael Talbott Macomson
JOSEPH MUNDY RHYNE
Cooper Bumgarner
CHRISTOPHER ALLEN RHYNE
Amy B Matthews
Michael Wayne Bowen
Brentley William Jenkins
Florance A Johnson
MICHAEL DAVID GERKEN
RYAN KEITH SPLEET
Natalie Rose Raatz
TIFFANY JO HART
DAVID CALDWELL BROWN
ANNE ABERNETHY
HENRY PHILLIP ABERNETHY WEPNER
TIM WEPNER
Sarah White

Within 25 miles of Boger City, NC, Best Investors lists 100 registered investment advisory firms with 317 offices nearby, managing about $14.3T in combined regulatory AUM across 2,747,336 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 Boger City

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM