Best financial advisors in Clifton, NC

Registered advisers within 25 miles of Clifton, NC.

Offices

27

Firms

15

Combined AUM

$5.85T

Firm-wide filings, not assets booked only here

Clients

532K

532,155 clients when Item 5C has a number

Avg / client

$11.0M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

310 S Main St Suite 103
Jefferson, NC 28640

EDWARD JONES

416 E 2nd St
West Jefferson, NC 28694

STATE FARM INVESTMENT MANAGEMENT CORP.

875 Mount Jefferson Rd
West Jefferso, NC 28694

EDWARD JONES

765 E Main St
JEFFERSON, NC 28640

CETERA INVESTMENT ADVISERS LLC

1441 MT JEFFERSON RD
WEST JEFFERSON, NC 28694

LPL FINANCIAL LLC

1996 NC HIGHWAY 163
WEST JEFFERSON, NC 28694

EDWARD JONES

2001 S SHADY ST
MOUNTAIN CITY, TN 37683-2023

13.4 miles away

CREDIT UNION INVESTMENT SERVICES

410 New Market Blvd
Boone, NC 28607

18.2 miles away

RCX CAPITAL GROUP ADVISORS, LLC

271 SLEEPY VALLEY DRIVE
BOONE, NC 28607

18.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

4469 BAMBOO RD MUTTON CROSSING STE 105
BOONE, NC 28607

18.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

870 West King Street Unit D, #206
Boone, NC 28607

18.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

805 State Farm Rd Ste 203
Boone, NC 28607-4914

19.2 miles away

LPL ENTERPRISE, LLC

584 STATE FARM RD. SUITE 207
BOONE, NC 28607

19.2 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

540 Highway 105 Ext
Boone, NC 28607

19.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

895 State Farm Rd Ste 201
Boone, NC 28607

19.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

958 BLOWING ROCK RD
BOONE, NC 28607

19.4 miles away

TRUIST ADVISORY SERVICES, INC.

971 BLOWING ROCK RD
BOONE, NC 28607

19.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1013 Highway 105
Boone, NC 28607

19.5 miles away

CREDIT UNION INVESTMENT SERVICES

1470 Blowing Rock Rd
Boone, NC 28607

19.5 miles away

EDWARD JONES

147 MEADOWVIEW DRIVE
BOONE, NC 28607

19.5 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

CREDIT UNION INVESTMENT SERVICES

RCX CAPITAL GROUP ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL ENTERPRISE, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

Investors

RANDAL JOSEPH COKELEY

Jason Neal Sutherland

Tyler David Moore

MITCHELL LYNN PHILLIPS

JONATHAN CHAD SMITH

CHRISTOPHER MICHAEL FINNEY

Michael Donald Stevens

Bradley Steven Dillard

JEAN-LOUIS GUINCHARD

PAUL ANGELO MANESE

GARY THOMAS MOSS

Jennifer Lehwald Parker

ROBERT ALEXANDER MCCUISTON

James Claywell Hogan

Michael Alfred Mcglinsky

JOSEPH PARKIN TURECKY

WILLIAM MARSHALL HELMS JR

JAMES LUKE COPLEY

ALFRED JOSEPH GONZALEZ

Matthew William Bagley

John Michael Sanders

Within 25 miles of Clifton, NC, Best Investors lists 15 registered investment advisory firms with 27 offices nearby, managing about $5.85T in combined regulatory AUM across 532,155 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 Clifton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM