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Best financial advisors in Liberty, SC

Registered advisers within 25 miles of Liberty, SC.

Offices
369
Firms
137
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,727,579 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
IMPACT PARTNERSHIP WEALTH, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STRATEGIC BLUEPRINT, LLC
&PARTNERS

Investors

Brandon Harbrecht
Scott Patrick Allen
STEPHEN HOLMES CROW
Nick Demetrios Fotos
John Vassey
ROBBIN PERRY BROOME
Robert Lewis Wallace
Samuel M Wolf
DONALD GLEN BISHOP
MICHAEL TERRY CANDEE
David Franklin Mitchell
Chandler M Johnson
Brian Stuart Jetton
HILLARY GABIGA HENDERSON
SASCHA TONIETTE MATHIS
Joshua David Hollar
Bobby Lamar Moore
PAUL L GOLDSTEIN
Michael Lance Vischer
Maxwell L Vischer
SARA DUGGER TURGEON
Jonathan Matthew Healey
GIOVANNI JOSEPH LUCCIA
David Allen Grant
Kayla Mitchell
Thomas Camp
DEFORREST GRANT DURHAM
ANDREW WAYNE SHERIFF
ERIC HAYES BREAZEL
ANDREA THREATT OWENS
BRODY WAYNE SMITH
WHITNEY REED BURTON
TAMMY LYN SARTAIN
BRIAN CALVIN BAKER
SEAN AUSTIN BAKER
Thomas Alexander Campbell
Thomas Alexander Campbell

Within 25 miles of Liberty, SC, Best Investors lists 137 registered investment advisory firms with 369 offices nearby, managing about $15.1T in combined regulatory AUM across 2,727,579 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 Liberty

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