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Best financial advisors in Spruce Pine, NC

Registered advisers within 25 miles of Spruce Pine, NC.

Offices
33
Firms
15
Combined AUM
$3.49T
Firm-wide filings, not assets booked only here
Clients
382K
381,995 clients when Item 5C has a number
Avg / client
$9.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
THE FINANCIAL COACHING CENTER, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
CREDIT UNION INVESTMENT SERVICES
GRADIENT ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Harry Howard Crosby
Thomas A Perkins
DAVID M WILSON
James M Gentry Jr
Kenneth C Howell
KELSEY LONG
CHAD DAVID TONEY
Andrew Livingston
MICHAEL ANTHONY DAYE
JOSEPH DONALD DAVIS
James Cameron Boles
James Hudon Engelman
BOYD RAY PHILLIPS
Catherine Morris Nink
Ryan Michael West
Dustin Lee Poteat
JOHN STEVEN BARRIER
Cody Adam Hoilman
CASSANDRA NODINE SMITH
Chad Adam Burel
Brooke Smith
Rondal Scott Mulwee
Joseph Matthew Anderson
JOHN FRANKLIN BLACK
WILLIAM B CANNON
JORDAN NASH GREENE

Within 25 miles of Spruce Pine, NC, Best Investors lists 15 registered investment advisory firms with 33 offices nearby, managing about $3.49T in combined regulatory AUM across 381,995 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 Spruce Pine

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM