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Best financial advisors in Lake Wylie, SC

Registered advisers within 25 miles of Lake Wylie, SC.

Offices
719
Firms
305
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,728,684 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONCORDE FINANCIAL RESOURCES
TRUIST ADVISORY SERVICES, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
MULLOOLY WEALTH PLANNING LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREDIT UNION INVESTMENT SERVICES
COPPERLEAF CAPITAL, LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.

Investors

AMY MARIE LONGFELLOW
FADY HANI IBRAHIM
NICHOLAS GARDNER BRIGHAM
Cassia Paolone Reed
William Stuart Thompson
Brian Scott Felton
Robert William Winkler
Branon S Pope
MARY CATHERINE FERGUSON
Kenan Christian Kurtz
William Lee Youngblood
Garrett T Williams
Katie Ellis
Jonathan Carl Camp
KEITH A GREGORY
STEVEN MICHAEL MULLOOLY
Joshua T Beckham
Joshua Peters
Sandi McCarter
KENNETH MARTIN WINCE
CHARLES DAVID MCCLURE
Ryan Lee Brockington
Nathan Theodore Bragg
Connor Mark Pridnia
CHRISTOPHER MICHAEL PRIDNIA
ANDREW TED OSBORNE
JOSHUA MCDAID WHITE
SHEILA CRAFT DALTON
Eric Matthew Kotecki
BRAD JEFFERY PLAYFORD
PETER ALLEN ROSS
RYAN GARY PETERSON
COLTON TAYLOR STRAWN
JAMES HAMILTON YOUNG
JOHNATHAN STEWART LOWERY

Within 25 miles of Lake Wylie, SC, Best Investors lists 305 registered investment advisory firms with 719 offices nearby, managing about $20.2T in combined regulatory AUM across 3,728,684 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 Lake Wylie

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM