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Best financial advisors in Cayce, SC

Registered advisers within 25 miles of Cayce, SC.

Offices
252
Firms
94
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,734,516 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
BROOKSTONE WEALTH ADVISORS, LLC
PERIGON WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
AXIO CONSULTING GROUP
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
&PARTNERS
ALLISON INVESTMENT MANAGEMENT, LLC

Investors

RYAN PAUL TIDWELL
William Covington Crouch
KARL KILPATRICK MUELLER
Monica Elena Wilson
Paul Whitaker Jasinski
Neil Harrison Stalker
Jennifer Suzanne Wilkes
THEODORE CALCINA
THEODORE CALCINA
JASON LEE-KARL BECKETT
BENJAMIN L COVAR
Sally McFarland
MICHAEL SEAN CAMPBELL
AUSTIN SCOTT FULMER
JOE HARVEY GILTNER
VARSHA PARIKH
Christopher John Frey
SHAWN HARRIS
GILES RUDOLPH ARTHUR FOX
JOSHUA DAVID FORKEY
David Murray Kirkpatrick
JENNA MARIE RICCI
DARRELL EUGENE LAING
SAMUEL I OGBONNA
PETER KEILMAN
ARIEL ALEJANDRO MARIN
Ethan Earl
GEORGE SHIELDS KING
RAYMOND MARCUS HRIN
Jeremy D Setzer
Crystal C Masincupp
JOHN MARSHALL CAIN
ELIZABETH PORTEE
ANGELA EILEEN THAMES
DAVID LINDSEY ALLISON
JOHN EDWARD ALLISON
BRANDON GARRETT POWELL

Within 25 miles of Cayce, SC, Best Investors lists 94 registered investment advisory firms with 252 offices nearby, managing about $11.5T in combined regulatory AUM across 2,734,516 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 Cayce

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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