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Best financial advisors in Fort Mill, SC

Registered advisers within 25 miles of Fort Mill, SC.

Offices
867
Firms
345
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.76M
3,760,705 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

MCGEHEE WEALTH ADVISORY GROUP, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
OMEGA WEALTH MANAGEMENT, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
CREDIT UNION INVESTMENT SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
ELEVATED PERFORMANCE INVESTMENT GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SUPREME ALLIANCE LLC

Investors

James Bernard McGehee
Dwight House
Daniel James Bubbico
Gabe Garrett Gregory
ANDREW VIDITZ-WARD
Robert Arthur Needham
BENJAMIN HOMER DENNING
Gregory E Marsh
Aaron Michael Kauffman
Alexis Thomas
Frederick Jerome Graves
BRETT OCONNOR
DAVID TRACY BOWMAN
MICHAEL PATRICK MEHLTRETTER
Christina Ostran Mehltretter
Mahendra Singh Rathore
Frederic Charles Kane
Troy Johnson Moore
MARC LEONARD LA VIGNE
MATTHEW TRUMAN FALLAW
Dwayne McCord Deatherage
Ross Elton Hendrix
Tyler Fiorenza
MERINDA KAY POWERS
Thomas B. Alvis
MEGHANNE MARIE SVATOS
JAMES DENNIS RICE
MARK JOHN ANTONICH
Russell P Miller
TODD ANDREW ROSE
SCOTT WILLIAM DAVIS
JOHN PHILIP WILLIAMS
Corey Todd Myers
Michael Raymond Guerra
MICHAEL WASHINGTON JONES
SANG PHAM WALKER
SARAH E ROBINSON
Cathie A Leonard
JAMES EDMOND MONIZ
CHARLES JOHN EHNOT
KENNETH CHRISTIAN REESE
Steven Gerard Tornatore

Within 25 miles of Fort Mill, SC, Best Investors lists 345 registered investment advisory firms with 867 offices nearby, managing about $22.3T in combined regulatory AUM across 3,760,705 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 Fort Mill

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM