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Best financial advisors in Boiling Springs, NC

Registered advisers within 25 miles of Boiling Springs, NC.

Offices
67
Firms
28
Combined AUM
$9.13T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,146,930 clients when Item 5C has a number
Avg / client
$7.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC

Investors

Adam Kevin Larsen
Wade Phillip Hartman
THOMAS ALLAN MCNICHOL
RICHARD JASON WINN
RICHARD DALE WINN
Jackson Reid Wilson
PATRICK LAWRENCE MAUNEY
ROBERT GRAHAM PITT
PHILLIP WALLACE POSTON
Stephen Lee Price
KATHLEEN ELIZABETH BRIDGES
Garrett Scott Sharp
Jonathan Merrill Rhodes
NICHOLAS MCNEILL CATO
Tara Wilkerson Buckley
Jamie Burgin Richard
Sara Anne Richard
SHEILA D DOBBINS
DAVID LEN BEST
LACEY FORE BEAM
O PHIL HAYDON
CORY J TAYLOR
JAMES MONROE TAPP
JEFFREY LEE RICHARDSON
Brian Luther Ware
NATHAN SCHELLER
Tracy Armstrong Faucette
Bradford Thorne
Charles Conner Chitty
Mason Bradley Bell
Janet Coyle Shuford
DEBRA SCRUGGS MILLER
Mason Layne Standridge
NICHOLAS HAYES ELLIOTT

Within 25 miles of Boiling Springs, NC, Best Investors lists 28 registered investment advisory firms with 67 offices nearby, managing about $9.13T in combined regulatory AUM across 1,146,930 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 Boiling Springs

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM