Best financial advisors in Newland, NC

Registered advisers within 25 miles of Newland, NC.

Offices

53

Firms

19

Combined AUM

$5.95T

Firm-wide filings, not assets booked only here

Clients

535K

535,312 clients when Item 5C has a number

Avg / client

$11.1M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1900 Tynecastle Hwy
Banner Elk, NC 28604

EDWARD JONES

496B Balsam Avenue
SPRUCE PINE, NC 28777

10.1 miles away

COMMONWEALTH FINANCIAL NETWORK

397 Shawneehaw Avenue Unit C
Banner Elk, NC 28604

10.4 miles away

EDWARD JONES

13924 S 226 HWY
SPRUCE PINE, NC 28777

LPL FINANCIAL LLC

54 N MITCHELL AVE
BAKERSVILLE, NC 28705

EDWARD JONES

7535 VALLEY BLVD
BLOWING ROCK, NC 28605

17.2 miles away

ALLEN WEALTH MANAGEMENT, LLC

980 HIGHWAY 105
BOONE, NC 28607

18.5 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

540 Highway 105 Ext
Boone, NC 28607

18.7 miles away

EDWARD JONES

2348 Highway 105 Ste 3
BOONE, NC 28607

18.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1013 Highway 105
Boone, NC 28607

19.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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

19.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

958 BLOWING ROCK RD
BOONE, NC 28607

19.8 miles away

TRUIST ADVISORY SERVICES, INC.

971 BLOWING ROCK RD
BOONE, NC 28607

19.8 miles away

EDWARD JONES

147 MEADOWVIEW DRIVE
BOONE, NC 28607

19.9 miles away

CREDIT UNION INVESTMENT SERVICES

1470 Blowing Rock Rd
Boone, NC 28607

19.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

206 Southgate Dr Ste 21A
Boone, NC 28607

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1800 BLOWING ROCK ROAD
BOONE, NC 28607

AMERIPRISE FINANCIAL SERVICES, LLC

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

20.2 miles away

LPL ENTERPRISE, LLC

584 STATE FARM RD. SUITE 207
BOONE, NC 28607

20.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

895 State Farm Rd Ste 201
Boone, NC 28607

20.3 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

ALLEN WEALTH MANAGEMENT, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

CREDIT UNION INVESTMENT SERVICES

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

LPL ENTERPRISE, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JOHN STEVEN BARRIER

Harry Howard Crosby

Cody Adam Hoilman

Thomas A Perkins

Bradley McDonald Greer

ERIC SCOTT FRANKLIN

JONATHAN CHESLEY ALLEN

Rylee Greer Critcher

Michael Alfred Mcglinsky

JOSEPH PARKIN TURECKY

David Matthew Mosher

William Franklin Williams

Matthew William Bagley

Jennifer Lehwald Parker

JAMES LUKE COPLEY

ALFRED JOSEPH GONZALEZ

Tyler David Moore

John Michael Sanders

Jonathan Adam Jackson

Pamela Palka Watson

ROBERT ALEXANDER MCCUISTON

James Claywell Hogan

WILLIAM MARSHALL HELMS JR

Within 25 miles of Newland, NC, Best Investors lists 19 registered investment advisory firms with 53 offices nearby, managing about $5.95T in combined regulatory AUM across 535,312 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 Newland

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM