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Best financial advisors in Greer, SC

Registered advisers within 25 miles of Greer, SC.

Offices
438
Firms
151
Combined AUM
$15.7T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,749,561 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
VAN DER NOORD FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
WEALTH INTELLIGENTLY NAVIGATED, LLC
MADISON AVENUE SECURITIES, LLC
FORTIS CAPITAL ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
APOLLON FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA PRIVATE WEALTH SERVICES, LLC
MML INVESTORS SERVICES, LLC

Investors

Jason P Wagner
Stewart C Nelson
Joseph Lamar Brown
DWAYNE LYNN CLENDANIEL
RICHARD VANDERNOORD
DAVID THOMAS GERDT
Samuel A Hall
Johnnie Alton Hall
Margaret Bolt Burns
James Geoffrey Osborn
RONALD JASON PAYNE
ANTHONY RICHARD MAHFOOD
ROBERT FRANCIS
STEPHEN JOSEPH STRAVOLO
WILLIAM HENRY GRANGER
TERENCE ELMER TYSINGER
STACIE WALLICE
Scott Alan Grand
Timothy J Nielsen
Daniel C Zakes
Emil J Brost
WESLEY ANDREW PALMER
David Gregory Kuzmic
MATHEW JOSEPH HULTQUIST
JOSHUA SHANE WELCH
GLENN ROBERT DEHOLLANDER
DAVID GLENN TURNER
Brandon Douglas Vincent
ANDREW CHARLES BLACKMAN
ANTHONY JOSEPH DELGADO
James Robert Lee
MICHAEL ANTHONY FAUST
LYNN COOPER FAUST
Kenneth Eric Stupski
Max Gustaf Kalfjall

Within 25 miles of Greer, SC, Best Investors lists 151 registered investment advisory firms with 438 offices nearby, managing about $15.7T in combined regulatory AUM across 2,749,561 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 Greer

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM