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Best financial advisors in Lexington, SC

Registered advisers within 25 miles of Lexington, SC.

Offices
274
Firms
99
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,736,235 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
BRIGHTWORKS FINANCIAL PLANNING LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Robert Parker Streett
Austin Philip Pees
Elijah Luke Harris
Raymond William Bradley
Meredith Katherine Wilson
ALAN KEITH HYATT
Andrew Sprouse
MARTY RYAN GRUBBS
Grayson Stoneking
Kathy Jo Bradley-Belstock
Christopher Eric Jewett
Kyle Nathaniel Jones
BRIAN CHARLES ZARNICK
Robert NEAL Doebler
LISA LYNN TAYLOR
RODNEY KEITH DOOLEY
RODNEY KEITH DOOLEY
ROBERT THOMAS BLAKE
Forest William Addison Dutton
Dominic Enzastiga
FRANK RAWLINSON MC LEOD
RYAN EUGENE WESTMORELAND
ADAM JEFFREY HAGEN
Christopher Wilson Barnhill
JUSTIN WHITSETT
JAMES GREGORY DAVID
KELLY MARIE ANDERSON
Christopher Dwayne Smith
MISTY ANNETTE STATHOS
MATTHEW DAVID MAHRER
Burkhardt Vaughan Tennent

Within 25 miles of Lexington, SC, Best Investors lists 99 registered investment advisory firms with 274 offices nearby, managing about $11.5T in combined regulatory AUM across 2,736,235 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 Lexington

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