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Best financial advisors in Spartansburg, PA

Registered advisers within 25 miles of Spartansburg, PA.

Offices
12
Firms
8
Combined AUM
$2.86T
Firm-wide filings, not assets booked only here
Clients
549K
549,456 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

ROGER A BURLINGAME
David M Garres
Gary Mark Barnes
SARAH CHRISTINE IRWIN
Jessica D Walters
WILLIAM ARTHUR EMMINGER
Dustin James Kingsley
Chance Schmader
Kenneth S Bodamer
Michael David Watson
STEVEN ROBERT MARTIN
Keith Jordan Strain
Timothy Gerard Mannino
RENCHENG CUI
Rebecca Rae Hausmann
SAMUEL NATALE VRENNA
GREGORY CHARLES KEIL
Allison Paige Rebich
ELI TODD REBICH
BRIAN GREGORY LONG
Zane Lawrence Wright

Within 25 miles of Spartansburg, PA, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $2.86T in combined regulatory AUM across 549,456 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 Spartansburg

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM