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Best financial advisors in Greenwood, SC

Registered advisers within 25 miles of Greenwood, SC.

Offices
21
Firms
11
Combined AUM
$3.13T
Firm-wide filings, not assets booked only here
Clients
294K
294,186 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

GREENWOOD CAPITAL ASSOCIATES, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COLORADO FINANCIAL SERVICE CORPORATION
STOKES CAPITAL ADVISORS, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JOHN WESLEY COOPER
Anne Jane Thompson
Callie Mariah Roper
Mark Kurt Pyles
Karen Diane Smith
Brandon Michael Williams
JOHN DURHAM WISEMAN
CLAUD WILLIAM BOND
DENISE HEMINGWAY LOLLIS
Colin James Burns
Margaret Grier
CORRIE BUSH CRAWFORD
CHRISTOPHER EUGENE CABRI
Richard Clements Hellman
Bradley K Hinzman
CHARLES EDWARD DRAKE
BRIAN HAMPTON SCHOCH
RODNEY WAYNE STONE
Dustin William Wood
TAYLOR TENISON STOKES
MASON CARVER
ZACHARY DAVID KIRKWOOD
MICHAEL TREY PURDON
NATHAN SCOTT SANDERS
WILLIAM GRAHAM ELLENBERG
ROBERT STEVENS PATTERSON
Justin Burger
Jennifer Wilson Erwin
William Seth Kelley
JOHN RAINEY PATRICK
William Andrew Johnstone
Dan Andrew Worthing
Alexander Phillip Biffle
Phillip David Biffle
PHILIP RAYMOND NICKLES

Within 25 miles of Greenwood, SC, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $3.13T in combined regulatory AUM across 294,186 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 Greenwood

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM