Best financial advisors in Sparta, NC

Registered advisers within 25 miles of Sparta, NC.

Offices

35

Firms

13

Combined AUM

$4.28T

Firm-wide filings, not assets booked only here

Clients

560K

560,257 clients when Item 5C has a number

Avg / client

$7.64M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

40 S GRAYSON ST SUITE 2
SPARTA, NC 28675

STATE FARM INVESTMENT MANAGEMENT CORP.

578 E Main St Ste A
Independence, VA 24348

EDWARD JONES

111 WEST MAIN STREET
INDEPENDENCE, VA 24348

AMERIPRISE FINANCIAL SERVICES, LLC

115 N MONROE ST
GALAX, VA 24333-2821

15.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

300 N MAIN ST
GALAX, VA 24333

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

411 North Main Street
Galax, VA 24333

16.1 miles away

EDWARD JONES

104 Cranberry Road Suite 100A
GALAX, VA 24333-2516

18.7 miles away

EDWARD JONES

765 E Main St
JEFFERSON, NC 28640

18.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

310 S Main St Suite 103
Jefferson, NC 28640

19.8 miles away

CETERA INVESTMENT ADVISERS LLC

29 Melrose Lane
Galax, VA 24333

20.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

7526 CARROLLTON PIKE
GALAX, VA 24333

20.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

875 Mount Jefferson Rd
West Jefferso, NC 28694

20.5 miles away

CETERA INVESTMENT ADVISERS LLC

1441 MT JEFFERSON RD
WEST JEFFERSON, NC 28694

20.7 miles away

LPL FINANCIAL LLC

1996 NC HIGHWAY 163
WEST JEFFERSON, NC 28694

EDWARD JONES

416 E 2nd St
West Jefferson, NC 28694

21.1 miles away

TRUIST ADVISORY SERVICES, INC.

1661 N BRIDGE ST FL 1
ELKIN, NC 28621

22.2 miles away

CREDIT UNION INVESTMENT SERVICES

426 CC Camp Rd
Elkin, NC 28621

22.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1332 N BRIDGE STREET
ELKIN, NC 28621

22.6 miles away

GOOD LIFE ADVISORS, LLC

1328 North Bridge Street
Elkin, NC 28621

22.6 miles away

EDWARD JONES

965 NORTH BRIDGE STREET
ELKIN, NC 28621

23.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

CREDIT UNION INVESTMENT SERVICES

GOOD LIFE ADVISORS, LLC

Investors

Robert Brett Liverman

ROBERT DALE WINGATE

Ches Robert Helmick

JACQUELINE F VAUGHAN

EDWARD AMBROSE HANKS

Douglas Eugene Morgan

Joshua Kent Garrett

KODY RIAN MCDANIEL

CHRISTOPHER RONALD PORTER

LYNN HAYES FUNK

Samuel Hendrick Beasley

John Hampton Bryant

Douglas S Bryant

RANDAL JOSEPH COKELEY

Robert Donald Elijah Morgan

LARRY JUSTIN EDWARDS

LARRY EVERETT EDWARDS

MITCHELL LYNN PHILLIPS

JONATHAN CHAD SMITH

CHRISTOPHER MICHAEL FINNEY

Jason Neal Sutherland

Tyler David Moore

JUSTIN ALLEN HALL

CHRISTOPHER SCOTT KING

JAMES STEVEN OWINGS

JASON THOMAS SINGLETON

Elizabeth Bahena

Within 25 miles of Sparta, NC, Best Investors lists 13 registered investment advisory firms with 35 offices nearby, managing about $4.28T in combined regulatory AUM across 560,257 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 Sparta

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