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Best financial advisors in Columbia, SC

Registered advisers within 25 miles of Columbia, SC.

Offices
303
Firms
114
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,921,976 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CCM INVESTMENT ADVISERS, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SYNOVUS SECURITIES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
FIRST CITIZENS ASSET MANAGEMENT, INC
ALLISON INVESTMENT MANAGEMENT, LLC

Investors

VARSHA PARIKH
BRANDON GARRETT POWELL
JOHN MARSHALL CAIN
MICHAEL SEAN CAMPBELL
REBECCA FOLLINE RHODES
RICHARD JOSEPH LINDEN
CHRISTIAN JOHN LEVEQUE
MICHAEL ANTHONY BURKETT
ANTHONY FRANKLIN CARIMI
Mackenzie C. Macklen
CHRISTOPHER WILSON ANTLEY
ROBERT FRAZER KEY
John Phillip Marshall
JOHN HAMPTON HUDGENS
ANTHONY M DEL PRIORE
ERIC MICHAEL GLUSE
LAWTON R SMITH
ELAINE WEATHERFORD RAINES
STOKES KEISLER SHEALY
Richard G Williams
MARTIN ROSS MCCLURE
LAURICE FURNIFOLD RHEM
THOMAS J BRUNSON
ADAM PAUL DAVIS
DANIEL GREGORY SMITH
Michael Anthony D'Amelio
ROBERT CHARLES JOHNSON
William Oliver Gibson
Jason Thomas Burkett
Ross Martin
MATTHEW ALAN SWINNEY
Juanita D Vitali-Cox
RENELLE LEIGH HERNDON
LAURA R WILLIAMS
ROBERT D FORSYTH
Ludmila Alexandrovna Baynard
Salvatore Nicholas Costagliola
Blake Anderson Loggins
Mary-Katelyn Windham McKenzie
LARRY CRANE COBB
Margaret N Randle
Ernest Leanard Allen
Caden Clamp
G K LLOYD
VICKI MIDDLEBROOKS
JOHN F DAWALT
AMANDA CAMERON TURNER
BRIAN MICHAEL PALISIN
KEVIN MICHAEL BRAZELL
GRAHAM EDWARD BOKINSKY
JOSEPH READ FOLLINE
Cathy Lynn Hinson
AARON KARL ROWLAND
WILLIAM STUART PAULK
ROBERT NEWTON KING
COURTNEY L MYERS
TERRY ALAN WHIGHAM
SHERRY BELL SONS
WILLIAM G MEINEL
Eric A Group
Gregg NELSON Frierson
JEANNA M LIZZI
Kristine Marie Ashley
Alex Johnson
Taylor E Stevens
Jason Edwin Mitchell
Rebecca Beckley
Thomas Marshall
Lindsey Spires Griffin
Elizabeth Bailey Conger
Jeremy M Coliton
Jessie Lynn Palisin
Benjamin Ferguson
JEFFREY CECIL BEACH
JEFFREY DEAN KENNARD
RICHARD THOMAS MIGLIORE
PAUL ELLIOTT CASH
F Ronald Dennis
JAMES D TURNER
FRANK R PURDY
THOMAS R KIBLER
Robert Banish
JEFFREY W INABINET
Vincent E Schiano
Sabrina C Bell
SAVANNAH A AMICK
VAUGHN K REYNOLDS
CHRISTOPHER C LEIGH
BRIGID RUTH MIZELL
JESSICA ANNE MILES
Ryan Fain
Jonathan Christopher Wynkoop
Matthew Alexander Elleby
L LANDRUM JOHNSON
KAREN MULLANEY ALESSI
Patricia Havenstein Cartin
Merry P Robinson
David James Wells
BOYD BENSON JONES
JENNIFER WILLIAMS BLACKHURST
JEFFREY PAUL MUTHIG
SAMUEL IRVIN BAXTER
GRANT O'BRINE CATOE
Kathryn Dianne Vause
KATHERINE DAVIDSON STEWART
CARLOS CATO
BRETT ADAM BLANKENSHIP
JAMES N WHITT
BRIAN R CAMPBELL
Michele S Lowery
Zachary Callahan
Rachel Caroline Summerton
KATHERINE ANNE Gagner
GABRIEL J GONZALEZ
HENRY ALBERT KOWALEWSKI
ROBERT EDWARD SPIRES
JARED WESLEY DAVISON
KATHERINE Tracy Pepper
CYNTHIA JONES WILLIAMS
VANYA JUSTINE HINES
ADAM EVERETTE CROTTS
GREGORY TODD RISINGER
RONALD LECOSTE CHAPMAN
NORMAN EDWARD KIRKWOOD
TIMOTHY RYAN CALVERT
MARCUS EUGENE ATKINSON
KARL KILPATRICK MUELLER
KELLY DANIEL FINGER
BENJAMIN CAMPBELL INGRAM
BRANDON LEE FOSTER
UMAR FAROOQ ALI
Ryan Ferguson
Donna Michelle Morris
Alexander James Andrews
Hayden Godshall Brown
William Covington Crouch
Daniel Lee Starling
Dillon Edward Smith
Sarah Leadbitter Allen
JEANNIE MARIE WHITLOCK GRAVELLE
Lauren D Greene
RYAN GRIPPER
Amanda Simconis Gunn
JOSEPH A CARRINGTON
JAMES PRESTON COVINGTON
DAVID P BARTON
Rick H Starnes
John Brandon Whitaker
Gabriel N Glover
DAVID LINDSEY ALLISON
JOHN EDWARD ALLISON

Within 25 miles of Columbia, SC, Best Investors lists 114 registered investment advisory firms with 303 offices nearby, managing about $13.6T in combined regulatory AUM across 2,921,976 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 Columbia

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM