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Best financial advisors in Lancaster, SC

Registered advisers within 25 miles of Lancaster, SC.

Offices
276
Firms
111
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.28M
2,280,503 clients when Item 5C has a number
Avg / client
$5.76M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
KINGSWOOD WEALTH ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.

Investors

AUSTIN Keith TERRY
DONALD CODY BOWERS
Bradford Kyle Small
CARL DAVID TOLSON
Angela Farmer Wallace
Colby M Wallace
Drake Collin Hess
JOHN WAYNE HESS
James Edward Mullis
CARRIE ANN ELIZABETH JOHNSON
Robert David Legg
Blayne K Small
Toni Glass
Elliott Lee Wall
GEORGE L MCDOW
DERICK LIBUT PITAKSIT
MARY ELIZABETH ROBERTSON
David Jordan Hamrick
ANDREW BERKS
STACI LYNN HOWELL
MICHAEL EDWARD FRIEDMAN
THOMAS EDWARDS GRIMM
DEREK Brian HERZER
FRANKLIN PARRISH SPARKMAN
GARY THOMAS COLLINS
Thomas A McLean
Jack D Kessel
DAVID TRACY BOWMAN
MICHAEL PATRICK MEHLTRETTER
Christina Ostran Mehltretter
BRETT OCONNOR
Alexis Thomas
Frederick Jerome Graves
Robert Arthur Needham
BENJAMIN HOMER DENNING

Within 25 miles of Lancaster, SC, Best Investors lists 111 registered investment advisory firms with 276 offices nearby, managing about $13.1T in combined regulatory AUM across 2,280,503 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 Lancaster

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