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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

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
JANNEY MONTGOMERY SCOTT LLC
SHEETS SMITH WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HORIZON FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
YOUR CAPITAL FINANCIAL, LLC

Investors

CARLA WICKLINE THRASHER
Christie B Severino
TRACY CLINTON DUNCAN
Anthony Guy Diffenbaugh
Jodie Nicole Baker
LAURA ELAINE BANASIEWICZ
JASON PAUL STERN
RYAN EDWARD BEAUDRY
Laurie Laucks
MICHAEL DEAN STOKES
JOSHUA ROBERT DONLEY
Corbin Taylor Watson
Andrew Wesley Weaver
MICHAEL COLE OWEN
JOHN RICHARD SHEETS
PHU MINH Roy O
TRENT RYAN SHEETS
THOMAS EDWARD CARTEE
NTINA Karagiannis Skoteiniadis
PAUL THOMAS ANTHONY
MARY CAROLINE SHAMBURG
JEFFREY MERRILL CHRISTOPHER
ROBERT EMERSON PIKE
DAVID BEELER GILBERT
JASON MICHAEL BOWERS
PAUL ANDREW EBERT
TIMOTHY CLAY EBERT
Alexis Simpson Reeves
RALPH CURTIS MILLER
Benjamin David SHAMBERGER
TYLER JORDAN SCHWEIGERT
Zachariah B Baker
MICKEY LEE SMITH
Griffin L Smith
Edith Jean Broccolo
NICK DELL'AQUILA
STANLEY DARRYL HAYES
William Scott Nason
BRIAN SCOTT NASON
Kenneth Hedgecock Brown
SCOTT DUNNING WALKER
JOSEPH M PERKINS
SAMUEL SEYMOUR MERRICK
JOHN JOSEPH BRAIS
Angel Broughton Moorefield
JAMES BRYAN DANIEL
FRANK C. MILLER
SHANNON A THOMPSON
Jasmine Mikell
RICHARD SAMUEL BASHAM
JOY LYNN RICHARDSON
RICHARD EDWARD WHITAKER
KENNETH CLIFTON DAVIS
BEN MAY MILLER

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