Best Investors Account Sign in

Best financial advisors in Greenville, SC

Registered advisers within 25 miles of Greenville, SC.

Offices
444
Firms
163
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,747,159 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

FORTIS CAPITAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
GODSEY & GIBB WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
GOEPPER BURKHARDT LLC
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
TRUNORTH ADVISORS
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
ADVISORY SERVICES NETWORK

Investors

RUSSELL GERARD CHRISTOPHER
William Brady Coughlin
Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS
MACKENZIE KONDOS MUYCO
AARON MICHAEL GALLOWAY
KYLE MICHAEL FISCHER
KEVIN DAVID RILEY
DANNY LEE SAVAGE
LISA WEST VAUGHAN
Lisa Sinclair Wilson
Luke Barnett
AUSTIN Taylor ROSE
Terry FLINT Steele
KIMBERLY A ELMORE
WILLIAM BROWN WEST
BRADLEY NICHOLSON VAUGHAN
BRYON THEODORE FORBES
COURTNEY G TURNER
JOHN G HYATT
Robert Wilson Kennemur
Kyle Marc Cote
Mark P Ferguson
SCOTT GARDNER ROSS
Ann Karen Robinson
JEFFREY OTTWIN ANDERSON
DAVID NATHANIEL VAUGHAN
JOSEPH BRADFORD SCHUR
Janet L Chiles
TODD RANDOLPH ATKINS
Robert OAKLEY Elrod
Frank N Wilson
WILLIAM HARDY LONG
Lindsey S Connell
Amalia Carmichael
STACEY KAY KNECHT
Johnny Ruiz
Shaila Griffis
KEVIN BOTSFORD
MARY JEANNE ROBINSON
Felipe Goodman
Harrison Branham
ERIC A KELLER
AARON GRAY CIZON
ISAAC POPLIN
TERRELL BEBOUT
JOHN RICHARD ROSS
BRIAN ALAN BARKER
Matthew Conner Day
JOHN BLAND BURKHARDT
ROBERT HUNTER FLINK
Gregory Taylor Goff
Rajwinder Kaur
Shane Adam Kendrick
James Tucker Foster
Sara Clough Allen
MAXWELL SCOTT RUSSELL
ROBERT LAWRENCE POWERS
ANNA BLUM
ETHAN GRAHAM RINDNER
CANISHA MARTIN BECK
PAUL A. VALDIVIA
JOSHUA D. BURNS
CLINTON DURBIN
HAMPTON S WILLIAMS
ISAAC W. MONKIEWICZ
AIDEN CHARLES GLANCY
JASON BRYANT
CHRISTOPHER PETRIE
ROSS BARBEE
DEVIN AYLWARD
DAVID DEVORE
RYAN NICHOLAS HAYWARD
CHRISTOPHER CARTER
DESTIN X. PAGAN
VERONICA PARKER MACKEY
SCOTT CHRISTOPHER LONG
Adam Troy Taylor
Braden Scott Weems
JULIE ANN WORLEY
Timothy Alan Trier
LOUIS Jacob PORTER
Brandon Casas
Joshua Ord
Nathaniel K Unger
Jeffrey Lindsey
Byron Paul Hurren
Matthew John Dixon
Edward Louis Heiser
Clemmy Lou Osborne
Luke Maloney-Grimes
Johnathan Brett Burgess
TYLER DECKER
Elizabeth Faith Mungo
Alan Yahir Pedraza
MATTHEW HASTINGS
Alan Hicks
CHARLES MITTEN FOX
JAMES RUSH JAYNES
JEREMY LUKE STRICKLER
JUSTIN CHAMBERLIN
MICHAEL VINCENT GIORDANO
BRANDON RIVERS CABANISS
STEVEN JAMES PHARIS

Within 25 miles of Greenville, SC, Best Investors lists 163 registered investment advisory firms with 444 offices nearby, managing about $16.8T in combined regulatory AUM across 2,747,159 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 Greenville

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM