Best Investors Account Sign in

Best financial advisors in Jones Crossroads, SC

Registered advisers within 25 miles of Jones Crossroads, SC.

Offices
60
Firms
26
Combined AUM
$5.96T
Firm-wide filings, not assets booked only here
Clients
910K
909,530 clients when Item 5C has a number
Avg / client
$6.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
&PARTNERS
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED PLANNING LLC
STRATOS WEALTH PARTNERS, LTD
XRC INVESTMENT ADVISORS LLC
PIPER VENTURES LLC
JANNEY MONTGOMERY SCOTT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Douglas Paul Rickert
Andy Lorne Shumpert
Christopher Whitehead
George Heyward Barnes
Douglas Nease Bruner
THOMAS HOLMES HERLONG
Dumitru Gasan
BRUCE E HOVEY
STEVEN EUGENE MASON
Brandon Hasting Williams
William Fitzhugh Kemp
Jack Steven Potzauf
WILLIAM ANDREW DORAN
ROBERT LAWRENCE FREITAS
Kelby Dugan Heydt
Alicia Scalia Kough
Ned Deforrest Kough
BONNIE KATHERINE ROBERTS
MARYANN BARRETT
ALEXANDROS S VLAHOS
JAMES JOHN FOLEY
SCOTT FLETCHER SINGER
ADAM CHRISTOPHER DUNHAM
Haley Anne Culp
James Belin Foley
PETER EDWIN SAMPSON
Craig Paul Archer
JOEL HOCKEN JOHNSON
SHAWN MCILRAVY
Michael James Byrns
RUSSELL ALLEN PADGETT
JONATHAN ANDREW LABRADOR

Within 25 miles of Jones Crossroads, SC, Best Investors lists 26 registered investment advisory firms with 60 offices nearby, managing about $5.96T in combined regulatory AUM across 909,530 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 Jones Crossroads

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM