Best financial advisors in Parsonville, NC

Registered advisers within 25 miles of Parsonville, NC.

Offices

48

Firms

19

Combined AUM

$6.11T

Firm-wide filings, not assets booked only here

Clients

673K

673,325 clients when Item 5C has a number

Avg / client

$9.07M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

765 E Main St
JEFFERSON, NC 28640

15.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

310 S Main St Suite 103
Jefferson, NC 28640

15.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

895 State Farm Rd Ste 201
Boone, NC 28607

15.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1800 BLOWING ROCK ROAD
BOONE, NC 28607

15.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

206 Southgate Dr Ste 21A
Boone, NC 28607

15.9 miles away

LPL ENTERPRISE, LLC

584 STATE FARM RD. SUITE 207
BOONE, NC 28607

15.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

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

CREDIT UNION INVESTMENT SERVICES

1470 Blowing Rock Rd
Boone, NC 28607

EDWARD JONES

147 MEADOWVIEW DRIVE
BOONE, NC 28607

16.1 miles away

CREDIT UNION INVESTMENT SERVICES

410 New Market Blvd
Boone, NC 28607

16.1 miles away

TRUIST ADVISORY SERVICES, INC.

971 BLOWING ROCK RD
BOONE, NC 28607

16.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1013 Highway 105
Boone, NC 28607

16.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

958 BLOWING ROCK RD
BOONE, NC 28607

16.5 miles away

EDWARD JONES

7535 VALLEY BLVD
BLOWING ROCK, NC 28605

17.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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

17.4 miles away

EDWARD JONES

2348 Highway 105 Ste 3
BOONE, NC 28607

17.7 miles away

ALLEN WEALTH MANAGEMENT, LLC

980 HIGHWAY 105
BOONE, NC 28607

19.1 miles away

FIRST CITIZENS INVESTOR SERVICES, INC.

540 Highway 105 Ext
Boone, NC 28607

19.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

1005 BLOWING ROCK BLVD
LENOIR, NC 28645

21.1 miles away

LPL FINANCIAL LLC

140 TREMONT PARK DR NE
LENOIR, NC 28645

21.3 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

CREDIT UNION INVESTMENT SERVICES

TRUIST ADVISORY SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO CLEARING SERVICES, LLC

ALLEN WEALTH MANAGEMENT, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

LPL FINANCIAL LLC

Investors

RANDAL JOSEPH COKELEY

WILLIAM MARSHALL HELMS JR

Pamela Palka Watson

Jonathan Adam Jackson

James Claywell Hogan

ROBERT ALEXANDER MCCUISTON

John Michael Sanders

Tyler David Moore

Bradley Steven Dillard

ALFRED JOSEPH GONZALEZ

Matthew William Bagley

JAMES LUKE COPLEY

Jennifer Lehwald Parker

David Matthew Mosher

William Franklin Williams

Bradley McDonald Greer

ERIC SCOTT FRANKLIN

JONATHAN CHESLEY ALLEN

Rylee Greer Critcher

Michael Alfred Mcglinsky

JOSEPH PARKIN TURECKY

JOSE JOHNSON GRANADOS PEREZ

JOHN LAWRENCE DAVIS

Harrison Douglas Gardner

Within 25 miles of Parsonville, NC, Best Investors lists 19 registered investment advisory firms with 48 offices nearby, managing about $6.11T in combined regulatory AUM across 673,325 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 Parsonville

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM