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Best financial advisors in Waynesville, NC

Registered advisers within 25 miles of Waynesville, NC.

Offices
30
Firms
14
Combined AUM
$4.07T
Firm-wide filings, not assets booked only here
Clients
560K
559,928 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRITY ALLIANCE, LLC.

Investors

Jennifer Marmie Johnston
Molly Boyce
CHAD LANDON MCMAHON
Colbie Edward Dwiggins
KEVIN WILLIAM DONOCHOD
SETH ABRAHAM SHIMANSKY
JACKEY JOSEPH WEBB
SHANNON E CARLOCK
LARRY EUGENE EAST
MATHEW UNDERWOOD
JENNY STILES HOLLAND
GRANVILLE JOSEPH YOUNCE
Ashley Jennifer Cedrone
Jeremy Lloyd Phillips
Jenny Marie Martin
JEFFREY CHAD MURI
CAITLIN JILL GILMAN
DAWN MICHELE MCALLEN
Emily Warren McCurry
Travis Jacob Brotherton
Martin Sohovich
CLYDE MOULTRIE DANGERFIELD
Kara Paige Bridges
Scott Smith
Sandi Jacob Carroll
MARK KENNON LEAR
MARK KENNETH BLAKEMAN
Justin Adam Castle
Julie Kristine Lucas
Steven Nathaniel Long
THOMAS KYLE CLAYTON
KELLY MIELOCH SPARKS
Theodore A Goshorn
Robert Webster Loafman
Joyce Marie Wilkie
COBY VAN HARPER

Within 25 miles of Waynesville, NC, Best Investors lists 14 registered investment advisory firms with 30 offices nearby, managing about $4.07T in combined regulatory AUM across 559,928 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 Waynesville

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM