Best Investors Account Sign in

Best financial advisors in Horatio, SC

Registered advisers within 25 miles of Horatio, SC.

Offices
162
Firms
69
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
1.75M
1,748,553 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
FIRST CITIZENS INVESTOR SERVICES, INC.
AMERITAS ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
SANCTUARY ADVISORS, LLC

Investors

Brant Arthur Bahnmuller
Savannah Green Bahnmuller
Tyler Reid Bahnmuller
DABNEY LEE SHARP
TAMI PETERS BRADFORD
CHALMERS LANIER GLENN
SAMUEL THOMAS DUBOSE
Lee R Roberts
John Blake English
TAMMY ADAMS KELLY
RAMON GRIER SCHWARTZ
LEROY PAYNE CREECH
CHARLES B JAMES
BRENLEY ELIZABETH DAVIS
PRESTON REID SCHWARTZ
MILTON SCHWARTZ
Savannah Grace DuBose
Charles Rowland Burns
Joel Johnston Bowers
Peter Alexander Richards
James Laurence Welch
VANYA JUSTINE HINES
MALINDA STARR Williams
Leah E Barwick
Catherine King Watkins
JONATHAN HENRY ZIMPLEMAN
KELLY CHRISTOPHER FOY
James Ryan Chandler
DONALD DEWAYNE DANIEL
RETT SHERIDAN SUMMERVILLE
Elise Todd Bidwell
Ethan Hunter Bidwell
JULIA MARIE MONROE
EMILY WILSON PHILLIPS
JOHN DAVID MONROE
Kelly Steelman

Within 25 miles of Horatio, SC, Best Investors lists 69 registered investment advisory firms with 162 offices nearby, managing about $11.2T in combined regulatory AUM across 1,748,553 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 Horatio

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM