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Best financial advisors in Batesville, SC

Registered advisers within 25 miles of Batesville, SC.

Offices
373
Firms
131
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,733,658 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

INTELLIGENT INVESTING
PACKERLAND BROKERAGE SERVICES, INC.
SILVER OAK SECURITIES, INCORPORATED
FIRST COMMAND ADVISORY SERVICES
GRADIENT ADVISORS, LLC
PRIMETRUST ADVISORS LLC
EQUITABLE ADVISORS, LLC
ALPHASTAR CAPITAL MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
MORGAN INVESTMENTS INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

HANS TIMOTHY BLAKE
Amanda Jo Blake
MICHAEL SCOTT WADE
JONATHAN DEXTER POLSON
William Merrill Conde
Katherine Elizabeth Steifle
Cody Ray Leopard
David Gentry
Christopher Kelly Barton
JULIAN GRICE HUNT
James Pearce Hunt
JESSICA LEWIS HAINES
GARY CHRISTOPHER JOHNSON
CHRISTOPHER THOMAS MILLER
MICHAEL P BYNAROWICZ
Joseph Mitchell Davies
Lara R Bishop
BEVERLY KAIB TEDSTONE
STEWART SWINTON SMITH
BRYAN C NEILL
PATRICK ROGERS
THOMAS David PUGH
Ryan Keith Milem
Joshua Lee Blackwelder
Angel M Ramirez-Vazquez
John Shannon Wyatt
Joseph Macias
Ryan Douglas Mitchell
JONATHAN B ERWIN
MICHAEL THOMAS BOSTICK
HENRY CAMPBELL MCGEE
ROBERT ALAN CLANTON
Spencer Inman
WESLEY HEATH SATTERFIELD
Charles Murray Tate
JEFFERY W LOCKMAN

Within 25 miles of Batesville, SC, Best Investors lists 131 registered investment advisory firms with 373 offices nearby, managing about $15.0T in combined regulatory AUM across 2,733,658 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 Batesville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM