Best financial advisors in Bostic, NC

Registered advisers within 25 miles of Bostic, NC.

Offices

48

Firms

18

Combined AUM

$4.46T

Firm-wide filings, not assets booked only here

Clients

702K

702,011 clients when Item 5C has a number

Avg / client

$6.36M

Combined AUM ÷ clients

Nearby offices

CREDIT UNION INVESTMENT SERVICES

1004 W TATE STREET MARION, NC, USA, 28752
Marion, NC 28752

18.6 miles away

EDWARD JONES

353 SANFORD DR
MORGANTON, NC 28655

18.7 miles away

LPL FINANCIAL LLC

205 NORTH KING STREET
MORGANTON, NC 28655

18.8 miles away

MML INVESTORS SERVICES, LLC

116 S Sterling St Suite 101
Morganton, NC 28655

18.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 W UNION 2ND FL
MORGANTON, NC 28655

18.8 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

217 NORTH STERLING STREET
MORGANTON, NC 28655

18.9 miles away

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE
MORGANTON, NC 28655

18.9 miles away

TRUIST ADVISORY SERVICES, INC.

105 AVERY AVE FL 2
MORGANTON, NC 28655

18.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

207 E. UNION ST. PO BOX 1786
MORGANTON, NC 28655

18.9 miles away

EDWARD JONES

304 NORTH STERLING STREET
MORGANTON, NC 28655

18.9 miles away

EDWARD JONES

100 COLLETT ST
MORGANTON, NC 28655

18.9 miles away

EDWARD JONES

305 E UNION ST SUITE A-125
MORGANTON, NC 28655

LPL FINANCIAL LLC

107 E Grover St
SHELBY, NC 28150

EDWARD JONES

111A White St
Morganton, NC 28655-3461

19.1 miles away

EDWARD JONES

1235-1 FALLSTON RD
SHELBY, NC 28150

19.2 miles away

EDWARD JONES

201 N Morgan St
Shelby, NC 28150-4430

19.3 miles away

LPL FINANCIAL LLC

201 S. WASHINGTON ST., STE 102
SHELBY, NC 28150

19.5 miles away

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

310-2 EAST GRAHAM STREET
SHELBY, NC 28150

19.7 miles away

MML INVESTORS SERVICES, LLC

523 S DeKalb St
Shelby, NC 28150

19.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

941 E Marion Suite 1
Shelby, NC 28150

Firms

CREDIT UNION INVESTMENT SERVICES

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MAUNEY-PITT FINANCIAL MANAGEMENT, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Ryan Michael West

Chad Adam Burel

JOHN FRANKLIN BLACK

WILLIAM B CANNON

JORDAN NASH GREENE

THOMAS O BLACKWELL

MARSHA TONEY CARVER

TRAVIS JONATHAN MULL

BRENDA WHISNANT WHITE

WILLIAM DONALD HAUGEN

EDWINA RUMFELT GOWAN

ASHLEY MOODY GALLION

LAURA VIA CHATHAM

DANIEL JOHN COLLINSON

ROBERT ALFRED BROCKLAND

Rondal Scott Mulwee

Joseph Matthew Anderson

Martin Joseph Sohovich

Tyler Chance Barnhardt

Rachel G Gilley

PHILLIP WALLACE POSTON

Rachel Nicole Weiland

Garrett Scott Sharp

Adam Kevin Larsen

RICHARD JASON WINN

RICHARD DALE WINN

Jackson Reid Wilson

PATRICK LAWRENCE MAUNEY

ROBERT GRAHAM PITT

Wade Phillip Hartman

THOMAS ALLAN MCNICHOL

KATHLEEN ELIZABETH BRIDGES

Within 25 miles of Bostic, NC, Best Investors lists 18 registered investment advisory firms with 48 offices nearby, managing about $4.46T in combined regulatory AUM across 702,011 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 Bostic

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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