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Best financial advisors in Catawba, SC

Registered advisers within 25 miles of Catawba, SC.

Offices
528
Firms
227
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,427,951 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BURKETT FINANCIAL SERVICES, LLC
ANDERSON GRIGGS INVESTMENTS
WELLS FARGO CLEARING SERVICES, LLC

Investors

DAVID TRACY BOWMAN
MICHAEL PATRICK MEHLTRETTER
Christina Ostran Mehltretter
Alexis Thomas
Frederick Jerome Graves
BRETT OCONNOR
Hayden Reed Watkins
James Michael Bower
Robert Arthur Needham
BENJAMIN HOMER DENNING
JASON Michael DRIVER
Todd Evans Tyrie
Amy Wurthmann
JAMES THOMPSON NORRIS
Michelle Leigh Guissinger
LARRY CARROLL
LESLIE KASSANDRA ORTIZ-QUIROZ
John Bennett Jordan
KEVIN A HARPER
CARLISLE CLARKE MOORE III
JAMIE LEIGH KULIK
Gabe Garrett Gregory
David Michael Brown
PHILLIP KEVIN SMILEY
NEIL ASHTYN BROWN
LEMUEL HOYLE MITCHUM
JANA BLACKWELL MORRISON
JUSTIN THOMAS ANDERSON
CRAIG TAYLOR FERGUSON
KENDALL JAMES ANDERSON
Jordan Hernandez
MATTHEW GEORGE GRIFFIN

Within 25 miles of Catawba, SC, Best Investors lists 227 registered investment advisory firms with 528 offices nearby, managing about $17.6T in combined regulatory AUM across 3,427,951 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 Catawba

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