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Best financial advisors in Aiken, SC

Registered advisers within 25 miles of Aiken, SC.

Offices
128
Firms
62
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.43M
1,429,781 clients when Item 5C has a number
Avg / client
$7.97M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INTEGRATED PLANNING LLC
EDWARD JONES
EAGLE STRATEGIES LLC
XRC INVESTMENT ADVISORS LLC
PIPER VENTURES LLC
JANNEY MONTGOMERY SCOTT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATOS WEALTH PARTNERS, LTD
ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
FIRST DOMINION WEALTH ADVISORS LLC

Investors

BRUCE E HOVEY
Brandon Hasting Williams
William Fitzhugh Kemp
Kelby Dugan Heydt
Jack Steven Potzauf
WILLIAM ANDREW DORAN
Alicia Scalia Kough
Ned Deforrest Kough
BONNIE KATHERINE ROBERTS
MARYANN BARRETT
ALEXANDROS S VLAHOS
JAMES JOHN FOLEY
SCOTT FLETCHER SINGER
ADAM CHRISTOPHER DUNHAM
Haley Anne Culp
James Belin Foley
PETER EDWIN SAMPSON
STEVEN EUGENE MASON
ROBERT LAWRENCE FREITAS
Michael James Byrns
Craig Paul Archer
RUSSELL ALLEN PADGETT
JONATHAN ANDREW LABRADOR
JOEL HOCKEN JOHNSON
Michael Aaron Young
James Lovuolo
James C. Mizell
James Allison
Gerry L Owen
Jason Kyle Crane
Dylan T Jones
Dustin Brooks Ennis

Within 25 miles of Aiken, SC, Best Investors lists 62 registered investment advisory firms with 128 offices nearby, managing about $11.4T in combined regulatory AUM across 1,429,781 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 Aiken

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM