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Best financial advisors in Spindale, NC

Registered advisers within 25 miles of Spindale, NC.

Offices
49
Firms
20
Combined AUM
$4.50T
Firm-wide filings, not assets booked only here
Clients
690K
689,910 clients when Item 5C has a number
Avg / client
$6.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CREDIT UNION INVESTMENT SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
THE AMERIFLEX GROUP
ADVISORY SERVICES NETWORK
LPL FINANCIAL LLC
INTELLIVEST WEALTH MANAGEMENT

Investors

Grant Dana Threlfall
Martin Kevin Larsen
Daniel Reed Hudson
Joshua Paul Justice
Michael Anthony Loiacono
Andrew Thomas Tisdale
JONERIK HUBBARD
Elijah Benfield Poe
Gregory Scott Poe
Joshua David Poe
JAMES RICKY SHERRILL
Ivey Deecon Bright
MATTHEW PATRICK BRIGHT
NICHOLAS HAYES ELLIOTT
Tracy Armstrong Faucette
Bradford Thorne
Taylor Renee Jones
MARY B STEELE
JOHN NEVILLE BOYLE
CYNTHIA MARESCA BOYLE
TIFFANY NICOLE BISHOP FREEL
LENA MCCALL MEREDITH
Beth Head
DUDLEY CARLISLE WHITLOCK
WALLACE BRUCE MASON
Christopher Byron Chestnut
Carol A Hartis
James Jackson Geddings
MICHAEL KEITH ASHWORTH
LISA PAGE MURPHY
Bryson Mitchell Shook
KATHERYN LEE GORDON
Logan Martin Dickey
MICHAEL JAMES DICKEY

Within 25 miles of Spindale, NC, Best Investors lists 20 registered investment advisory firms with 49 offices nearby, managing about $4.50T in combined regulatory AUM across 689,910 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 Spindale

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM