Best Investors Account Sign in

Best financial advisors in Boonville, NC

Registered advisers within 25 miles of Boonville, NC.

Offices
157
Firms
67
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,158,526 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
GOOD LIFE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CURATED CAPITAL & PLANNING LLC
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

Christopher Lee Funk
Casey Lin Best
Aaron Locke Misenheimer
Nathaniel Sturgill
Timothy Michael Johnson
Barry Kendell Revis
Elizabeth Bahena
Frank H. Beals
CHRISTOPHER SCOTT KING
JASON THOMAS SINGLETON
JAMES STEVEN OWINGS
JUSTIN ALLEN HALL
JULIANA VIDA LOWE
Amber Boyd Creed
Audra Gillespie Cox
Scott Christian Assali
Paul James Bunke
Tiffany Louise Smith
BRANDON CHASE
Anne Marie Webster
Douglas G Esleeck
Seth Kyle Maynard
Wesley David Carter
JESSE CARL HUDSON
ALEXANDER JORDAN CARTRETTE
JACOB LEE HEDRICK
Calvin Bruce Hodgin
Kenneth Judson Bell
Wesley Calvin Hodgin
Jason Gary Pardue
Neil Andrew Allerton

Within 25 miles of Boonville, NC, Best Investors lists 67 registered investment advisory firms with 157 offices nearby, managing about $10.2T in combined regulatory AUM across 2,158,526 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 Boonville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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