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Best financial advisors in Bunnlevel, NC

Registered advisers within 25 miles of Bunnlevel, NC.

Offices
114
Firms
48
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,474,405 clients when Item 5C has a number
Avg / client
$7.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STRATEGIC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
CREDIT UNION INVESTMENT SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Investors

Angela Johnson Brown
Ahmed Iri Monley
Phillip Harris
RYAN TIMOTHY POPE
Cody James Nussbaum
Bryson Trace Lee
WILLIAM JORDAN BAREFOOT
Jonathan L Proffitt
John Michael Ausley
JAMES PATRICK HOKE
Robbie Wayne Misplay
JAMES DUSTIN HINSON
Charles Ray Bradshaw
Russell Antonio Galvan
EDGAR ANTHONY BARBOUR
DAVID LANCE OWEN
Danielle Marie Osborne
Mark Harrell
Austin Fitzpatrick
Waverlyn Royals
CHRISTY ROGERS KENNEDY
JAMES JOHN WILSON
Sean Gordon
JAIME HOPE SHANNON
TROY DALE HILL

Within 25 miles of Bunnlevel, NC, Best Investors lists 48 registered investment advisory firms with 114 offices nearby, managing about $10.4T in combined regulatory AUM across 1,474,405 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 Bunnlevel

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM