Best Investors Account Sign in

Best financial advisors in Burnsville, NC

Registered advisers within 25 miles of Burnsville, NC.

Offices
75
Firms
40
Combined AUM
$9.67T
Firm-wide filings, not assets booked only here
Clients
964K
963,623 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THE FINANCIAL COACHING CENTER, LLC
LPL FINANCIAL LLC
COLLIE FINANCIAL PLANNING, INC.
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.

Investors

James M Gentry Jr
Kenneth C Howell
DAVID M WILSON
Harry Howard Crosby
Thomas A Perkins
MICHAEL REID COLLIE
Logan Michael Collie
NICHOLAS SIMON ALDRIDGE
CARLI NOLTE PETIT
Scott D. Roy
Matthew James Sykes
Sara Kaldahl
James Kenneth Guffey
Averyl Harrison Basolo
David Adam Hartman
Alex Michael Dinley
William Best Boughton
Emily J Rider
NICOLE ANN GRELLMAN
MATTHEW MARK OCONNOR
BENJAMIN THOMAS SMITLEY
CHRISTOPHER MICHAEL WILSON
TYLER CHRISTOPHER NOWACK
REBECCA MCDANIEL SANDOVAL
Jordan Williams
Ryan Michael West
KELSEY LONG
CHAD DAVID TONEY
Andrew Livingston

Within 25 miles of Burnsville, NC, Best Investors lists 40 registered investment advisory firms with 75 offices nearby, managing about $9.67T in combined regulatory AUM across 963,623 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 Burnsville

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 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