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Best financial advisors in Roaring River, NC

Registered advisers within 25 miles of Roaring River, NC.

Offices
28
Firms
15
Combined AUM
$4.30T
Firm-wide filings, not assets booked only here
Clients
644K
644,357 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GOOD LIFE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HORACE MANN INVESTORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
ABSHER WEALTH MANAGEMENT, LLC

Investors

Nathaniel Sturgill
Timothy Michael Johnson
Barry Kendell Revis
JASON THOMAS SINGLETON
JAMES STEVEN OWINGS
Elizabeth Bahena
Frank H. Beals
JUSTIN ALLEN HALL
CHRISTOPHER SCOTT KING
EVAN QUINCY HANDY
THOMAS FREDERICK MORIARTY
Aaron Locke Misenheimer
RODERICK LAMONT BARNES
CHARLES KEITH LYALL
Carla Nadine Souther
Kathleen Rouse Shepherd
CAROL JONES OWENS
SHELLEY CLYDE YORK
BROOK NICHOLAS BIDDY
MEGAN GRAY SASSONE
LAUREN ELIZABETH BARNES
CASEY BLAKE BUMGARNER
JUSTIN WAYNE BRYSON
CHAD JONES
LES VERNON DYER
Trenton Taylor Walsh
Stephen D Patton
Craig Langston
Sam Morrison
CHRISTINE MARIE FOSTER-PERRY
RALPH EUGENE HUGHES
STEPHANIE LORRAINE RODRIGUEZ

Within 25 miles of Roaring River, NC, Best Investors lists 15 registered investment advisory firms with 28 offices nearby, managing about $4.30T in combined regulatory AUM across 644,357 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 Roaring River

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM