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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

CONCURRENT INVESTMENT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
OSAIC WEALTH, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CAPITOL SECURITIES MANAGEMENT, INC.
PRIMETRUST ADVISORS LLC
MORGAN INVESTMENTS INC
WEALTH MANAGEMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVANCED PLANNING, INC.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ALPHASTAR CAPITAL MANAGEMENT
OSAIC ADVISORY SERVICES, LLC
LPL FINANCIAL LLC

Investors

THOMAS BRANDON COX
WILSON TYLER STOKES
MARIE ANN SWINGLE
GERALD RAY JOHNSON
Christopher Cannon Hall
William Stuckey Lynn
Corey Eason Phillips
Dianna Michelle Puskas
Susanna Ruth Dorminy
Jacob Scott Dunn
Dustin K Owens
Samuel Clayton Woods
TYLER STEVEN CAMPBELL
EDWARD F BLACKBURN
WILLIAM B. KIBLER
Jason Collins Gibson
STUART JAY KNOBEL
JULIAN GRICE HUNT
James Pearce Hunt
DAN EDWARD WAGNER
JENNIFER LYNN OSGOOD
William Paul Pitts
Charles Murray Tate
CARROLL DANIEL CARSON
JOSEPH MONTGOMERY GRIM
MATTHEW A MILLER
Trevor Zachary Hastings
Matthew D Tardugno
JOHN ROBERT BARTLETT
DANIEL FOWLER
JASON MARK WECKEL
ROBERT KENNETH LEATHERWOOD
James Lincoln Wynn
Thomas Gregory Miller
JESSE GRANT HANSFORD
TYLER GREGORY HUTCHENS
Daniel Lee Egerdahl
BRENT FURNISH
BRIAN SCOTT SIMMONS
BOYCE MICHAEL TOLLISON

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