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Best financial advisors in Sapphire, NC

Registered advisers within 25 miles of Sapphire, NC.

Offices
28
Firms
14
Combined AUM
$7.05T
Firm-wide filings, not assets booked only here
Clients
921K
920,512 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

CAPTRUST
COVENANT INVESTMENT SOLUTIONS L.L.C.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ENCOMPASS ADVISORS, LTD.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

ROBIN LYNN COOK
DONALD BRIAN MCCLELLAN
Todd Donald Holder
Mary Beth Brody
JUSTIN ANDREW SOUMA
Theodore Whitlock
JONATHAN MICHAEL LAROCCA
Kyle Jacob McDonald
GERALD TYRE HENDRIX
Carson Gray Waddell
William Tyre Hendrix
JON RANDOLPH GREEN
Joshua Maines Tilley
Jason M Lefler
MILTON GAY TYNCH
MICHAEL STEPHEN BOULOS
Lindsey Robert Caughel
KELLY MIELOCH SPARKS
Steven Nathaniel Long
THOMAS KYLE CLAYTON
SARA DUGGER TURGEON
David Allen Grant
Kayla Mitchell
MICHAEL FRANCIS WIERCINSKI
TIFFANY LEANN GILL
TODD MATTHEW KURSTIN
Olivia G Swift
Benjamin Joseph Rodriguez
William Lee DeWandeler

Within 25 miles of Sapphire, NC, Best Investors lists 14 registered investment advisory firms with 28 offices nearby, managing about $7.05T in combined regulatory AUM across 920,512 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 Sapphire

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM