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Best financial advisors in Maggie Valley, NC

Registered advisers within 25 miles of Maggie Valley, NC.

Offices
22
Firms
11
Combined AUM
$4.06T
Firm-wide filings, not assets booked only here
Clients
484K
483,937 clients when Item 5C has a number
Avg / client
$8.39M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Martin Sohovich
CHAD LANDON MCMAHON
Ashley Jennifer Cedrone
Jeremy Lloyd Phillips
CAITLIN JILL GILMAN
DAWN MICHELE MCALLEN
Emily Warren McCurry
Travis Jacob Brotherton
JEFFREY CHAD MURI
KEVIN WILLIAM DONOCHOD
SETH ABRAHAM SHIMANSKY
JACKEY JOSEPH WEBB
SHANNON E CARLOCK
LARRY EUGENE EAST
MATHEW UNDERWOOD
JENNY STILES HOLLAND
GRANVILLE JOSEPH YOUNCE
Jenny Marie Martin
Jennifer Marmie Johnston
Molly Boyce
Colbie Edward Dwiggins
Justin Adam Castle
Julie Kristine Lucas
Steven Nathaniel Long
THOMAS KYLE CLAYTON
KELLY MIELOCH SPARKS
Sandi Jacob Carroll
MARK KENNON LEAR
MARK KENNETH BLAKEMAN
CLYDE MOULTRIE DANGERFIELD
Kara Paige Bridges
Scott Smith
Theodore A Goshorn
Robert Webster Loafman
Joyce Marie Wilkie
MICHAEL PATRICK MOMPER

Within 25 miles of Maggie Valley, NC, Best Investors lists 11 registered investment advisory firms with 22 offices nearby, managing about $4.06T in combined regulatory AUM across 483,937 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 Maggie Valley

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM