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Best financial advisors in Cleora, SC

Registered advisers within 25 miles of Cleora, SC.

Offices
99
Firms
51
Combined AUM
$9.74T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,373,845 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
HB WEALTH
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
KOVACK ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Matthew John Loss
JASON G. ROSS
JOEL HOCKEN JOHNSON
GARY PHILIP JONES
Craig Paul Archer
Ronald Lentz
KATHY MICHELLE KEADLE
Kristen Shrader Wilson
Zachary Thomas Pearson
BROADUS WILLIAM CLEVELAND
Joan Dawson Kerr
LARRY BRENT WELDER
BRANDON ANDERSON BOWMAN
Loren Shane Fields
DAGAN JAMES SHARPE
Michael Louis Koltz
JOSHUA LEE LINTON
CYNTHIA A WESTERVELT
DANIELLE WILSON BOUTWELL
Benjamin Spanton Bissell
LACEY RENEE KNEECE
JEFFREY Lee FOREMAN
Frank Warner Anderson
JEFFERY SCOTT FEHRMAN
VIRGINIA AGEE GRAY
Katie Fehrman Edmonds
Bailey Edmonds
CONRAD WIENGES SANDERS
ALBERT LEE MILLER
CHARLES MORGAN COLE

Within 25 miles of Cleora, SC, Best Investors lists 51 registered investment advisory firms with 99 offices nearby, managing about $9.74T in combined regulatory AUM across 1,373,845 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 Cleora

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM