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Best financial advisors in Cypress Crossroads, SC

Registered advisers within 25 miles of Cypress Crossroads, SC.

Offices
67
Firms
26
Combined AUM
$5.29T
Firm-wide filings, not assets booked only here
Clients
644K
644,330 clients when Item 5C has a number
Avg / client
$8.20M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
KESTRA ADVISORY SERVICES, LLC
SEAS MANAGEMENT, LLC
KIRBY FINANCIAL ASSOCIATES, LLC
&PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

Edward LaVerne Melton
Jordan Melton
ROBERT KELLY MCGEE
MARVIN KENNETH ODOM
JOHN WAYNE JOHNSON
FRANCES S JONES
EDWIN JERRY KINNEY
Hannah Ellen Amell
Johnathan Dillon Campbell
Joseph Allen Thomas
CHELSEY JOHNSON MUNN
Leah A. Paul
Jacob Michael Davidson
Howard Charles Tripp
Copeland Anderson Edmunds
Arthur Townsend Moore
Frank E O'Shea
David Edward Corry
Nancy Matthews
COY CLEVELAND KIRBY
Wendell Elmore Jones
JAMES GREGORY STEWART
Marvin Brent June
RONALD LECOSTE CHAPMAN
Nicole Simmons Hupfer

Within 25 miles of Cypress Crossroads, SC, Best Investors lists 26 registered investment advisory firms with 67 offices nearby, managing about $5.29T in combined regulatory AUM across 644,330 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 Cypress Crossroads

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM