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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

TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
REGAL INVESTMENT ADVISORS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
GRADIENT ADVISORS, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
ALTITUDE CAPITAL MANAGEMENT LLC
THE FIDUCIARY ALLIANCE
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC

Investors

SUSAN E. CRUMP
PATRICK ROGERS
THOMAS David PUGH
Ryan Keith Milem
Joshua Lee Blackwelder
Angel M Ramirez-Vazquez
John Shannon Wyatt
Joseph Macias
Ryan Douglas Mitchell
JONATHAN B ERWIN
DON FREEMAN KIZER
DONALD LYNN HILBURN
PAUL M. BAILLEY
Blane M Bailley
Lonnie L Decker
BRENT HAMLITON WHITLOCK
Mark A. Brunson
CRISTINA MARIA ORTIZ
DAVID TRAVIS WYATT
PHILIP EDWARD WYATT
KRISTIN MATHIS CHRISTOFFERSON
Vishal Raj
Ronald James Balkus
SUSAN ANN CAMPION
JAMES LUTHER CULP
Matthew Austin Glass
Katrina Domela Whitlinger
ANTONIO DEMERIO JENKINS
Joseph Lamar Brown
Andrew Lackland Rabon
DAVID JOSEPH CONLEY

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