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Best financial advisors in Cleveland, SC

Registered advisers within 25 miles of Cleveland, SC.

Offices
312
Firms
121
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,774,000 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
ENCOMPASS ADVISORS, LTD.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.

Investors

JONATHAN MICHAEL LAROCCA
Kyle Jacob McDonald
Timothy Edward Johnson
BRIAN CHRISTOPHER LUSCO
Theodore Whitlock
JON RANDOLPH GREEN
GERALD TYRE HENDRIX
Carson Gray Waddell
William Tyre Hendrix
Collin Castlebury
MICHAEL JAMES WEST
ANDREW OLIVER WEST
Trevor Andrew Sherf
Joseph Francis Montgomery
Justin Blake Smith
Jacob Farley
Joshua Maines Tilley
Jason M Lefler
MILTON GAY TYNCH
MICHAEL STEPHEN BOULOS
KYLE PUCKETT
David Allen Grant
Kayla Mitchell
Lindsey Robert Caughel
SARA DUGGER TURGEON
DYLAN T SCHAEFER
Thomas Rose
Carley Elizabeth Dudley
Matthew Nicolas Moehlman
STACEY DE PAYNE
Bernard Francis Leonard
Jared Michael Fackrell

Within 25 miles of Cleveland, SC, Best Investors lists 121 registered investment advisory firms with 312 offices nearby, managing about $15.0T in combined regulatory AUM across 2,774,000 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 Cleveland

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