Best financial advisors in Brevard, NC

Registered advisers within 25 miles of Brevard, NC.

Offices

71

Firms

31

Combined AUM

$6.98T

Firm-wide filings, not assets booked only here

Clients

702K

701,584 clients when Item 5C has a number

Avg / client

$9.95M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

191 West Main Street Suite A
BREVARD, NC 28712

LPL FINANCIAL LLC

29 W FRENCH BROAD ST #209
BREVARD, NC 28712

LPL FINANCIAL LLC

30 GREEN ACRE AVE
BREVARD, NC 28712-3204

ENCOMPASS ADVISORS, LTD.

10 ENCOMPASS PLAZA
BREVARD, NC 28712

EDWARD JONES

13 Park Pl W Suite A
Brevard, NC 28712

STIFEL, NICOLAUS & COMPANY, INCORPORATED

9 PARK PLACE WEST, SUITE 103
BREVARD, NC 28712

EDWARD JONES

1301 Asheville Hwy Suite B
Brevard, NC 28712

EDWARD JONES

5046 BOYLSTON HWY SUITE 5
MILLS RIVER, NC 28759

18.3 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

101 Cross Road Dr
MILLS RIVER, NC 28759

18.7 miles away

EDWARD JONES

1725 BREVARD RD STE 2
HENDERSONVILLE, NC 28791

18.8 miles away

AE WEALTH MANAGEMENT, LLC

80 Peachtree Rd Ste 220
Hendersonville, NC 28803

19.1 miles away

EDWARD JONES

1303 5TH AVE W STE B
HENDERSONVILLE, NC 28739-4173

19.3 miles away

EDWARD JONES

45 WESTSIDE VILLAGE RD SUITE C
HENDERSONVILLE, NC 28791

19.5 miles away

AE WEALTH MANAGEMENT, LLC

735 5th Avenue West
Hendersonville, NC 28739

19.7 miles away

EDWARD JONES

2689 GREENVILLE HWY SUITE E
FLAT ROCK, NC 28731-0382

19.8 miles away

OSAIC WEALTH, INC.

603 5TH AVENUE W
HENDERSONVILLE, NC 28739

19.8 miles away

ENVISION PLANNING, LLC

100 CHADWICK SQUARE COURT SUITE E
HENDERSONVILLE, NC 28739-3233

19.9 miles away

EDWARD JONES

101 Chadwick Square Court Suite C
HENDERSONVILLE, NC 28739

19.9 miles away

VERITAS INVESTMENT ADVISORY GROUP LLC

558 FLEMING ST SUITE B
HENDERSONVILLE, NC 28739

19.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

421 S CHURCH ST STE 100
HENDERSONVILLE, NC 28792

19.9 miles away

Firms

LPL FINANCIAL LLC

ENCOMPASS ADVISORS, LTD.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

FIRST CITIZENS INVESTOR SERVICES, INC.

AE WEALTH MANAGEMENT, LLC

OSAIC WEALTH, INC.

ENVISION PLANNING, LLC

VERITAS INVESTMENT ADVISORY GROUP LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

Theodore Whitlock

JONATHAN MICHAEL LAROCCA

Kyle Jacob McDonald

GERALD TYRE HENDRIX

Carson Gray Waddell

William Tyre Hendrix

JON RANDOLPH GREEN

Joshua Maines Tilley

MILTON GAY TYNCH

MICHAEL STEPHEN BOULOS

Lindsey Robert Caughel

Douglass Michael Rostick

JAY ALLEN WILDERMAN

Sandra Ann Shaw

Ken Douglas Adams

Michael A Amoroso

CARLTON WRIGHT MURREY

David Joseph Maupin

Timothy Roger Cawthorn

Zachary Storm Cawthorn

Sarah Marie Dupree

CARL ANTHONY LEBLANC

RENEE GEORGETTE LAGUE

THOMAS C CONNELLY

Bernard Francis Leonard

Jared Michael Fackrell

BARRY CRAIG MACDONALD

Lenward Wesley Jones

Keith William Johnson

Paul Brian Mayes

JAMES DEWEY WILEY

PATRICK STEVEN SALLEE

SCOTT EDWARD PRICE

MATTHEW JAMES DICKELMAN

JAMES TOWNSEND TANNER

JOHN CLARON MCCORMICK

ROGER HAROLD AIKEN

Within 25 miles of Brevard, NC, Best Investors lists 31 registered investment advisory firms with 71 offices nearby, managing about $6.98T in combined regulatory AUM across 701,584 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 Brevard

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM