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Best financial advisors in Batsbrg-Levil, SC

Registered advisers within 25 miles of Batsbrg-Levil, SC.

Offices
65
Firms
31
Combined AUM
$6.36T
Firm-wide filings, not assets booked only here
Clients
967K
967,280 clients when Item 5C has a number
Avg / client
$6.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
&PARTNERS
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
EQUITY SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
BRIGHTWORKS FINANCIAL PLANNING LLC

Investors

Douglas Paul Rickert
Andy Lorne Shumpert
Christopher Whitehead
George Heyward Barnes
Douglas Nease Bruner
Dumitru Gasan
THOMAS HOLMES HERLONG
SHAWN MCILRAVY
Elijah Luke Harris
Raymond William Bradley
Meredith Katherine Wilson
ALAN KEITH HYATT
Andrew Sprouse
MARTY RYAN GRUBBS
GERRIE MICHAEL GRESHAM
Grayson Stoneking
Kyle Nathaniel Jones
Robert Parker Streett
Austin Philip Pees
Kathy Jo Bradley-Belstock
Christopher Eric Jewett
LISA LYNN TAYLOR
RODNEY KEITH DOOLEY
RODNEY KEITH DOOLEY
KIRK JEFFREY SEGARS
ROBERT THOMAS BLAKE
BRIAN CHARLES ZARNICK
Robert NEAL Doebler
Forest William Addison Dutton
Christopher Dwayne Smith

Within 25 miles of Batsbrg-Levil, SC, Best Investors lists 31 registered investment advisory firms with 65 offices nearby, managing about $6.36T in combined regulatory AUM across 967,280 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 Batsbrg-Levil

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM