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Best financial advisors in Cateechee, SC

Registered advisers within 25 miles of Cateechee, SC.

Offices
283
Firms
121
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,641,183 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

NEWEDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
HARDIN CAPITAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
TREK FINANCIAL
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PRIMETRUST ADVISORS LLC
MORGAN INVESTMENTS INC
ADVANCED PLANNING, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC

Investors

KRISTIAAN W. DE ROOS
EDWARD STEVEN PATTERSON
ANDREW JOSEPH HARDIN
WILSON TYLER STOKES
MICHAEL THOMAS BOSTICK
HENRY CAMPBELL MCGEE
ROBERT ALAN CLANTON
JEFFREY S. HODGSON
Mark Bruce Allen
MICHAEL SHANNON TRENT
Matthew Brookshire
MARIE ANN SWINGLE
GERALD RAY JOHNSON
Christopher Cannon Hall
William Stuckey Lynn
Corey Eason Phillips
Dianna Michelle Puskas
Susanna Ruth Dorminy
Jacob Scott Dunn
Dustin K Owens
Samuel Clayton Woods
TYLER STEVEN CAMPBELL
JULIAN GRICE HUNT
James Pearce Hunt
CARROLL DANIEL CARSON
JOSEPH MONTGOMERY GRIM
Charles Murray Tate
Carlton O Hoskins
DANIEL FOWLER
MATTHEW A MILLER
Trevor Zachary Hastings
Matthew D Tardugno
BRIAN CHRISTOPHER LUSCO
Timothy Edward Johnson

Within 25 miles of Cateechee, SC, Best Investors lists 121 registered investment advisory firms with 283 offices nearby, managing about $14.7T in combined regulatory AUM across 2,641,183 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 Cateechee

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