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Best financial advisors in Lugoff, SC

Registered advisers within 25 miles of Lugoff, SC.

Offices
173
Firms
77
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.77M
1,767,940 clients when Item 5C has a number
Avg / client
$6.47M
Combined AUM ÷ clients

Nearby offices

Firms

CANNON ADVISORS
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ADVISORY SERVICES NETWORK
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
PFS INVESTMENTS INC.

Investors

Philip Andrew Gephart
Jonathan Alan Pace
C S SPRING
Erica Mensch Chappell
Nickolas King
preston Alexander kohn
EDWIN RUDOLPH KOHN
WILLIAM EDDINS GALLOWAY
CRAIG STUART SCHINKE
CRAIG C COCHRAN
JONATHAN DAVID FIKE
BRENT NEVIN TOWNSEND
Justin Dorton
William Graham Morris
ROY MYRON FAKOURY
ELIZABETH BRANHAM BAKER
RAMON MAXTON MEJIA
JULIA MARIE MONROE
EMILY WILSON PHILLIPS
JOHN DAVID MONROE
Kelly Steelman
Elise Todd Bidwell
Ethan Hunter Bidwell
TANIA CHINEDUM SHAIE FOSTER
MITCHELL RAY HILBURN
HENRY CALHOUN WEBB
ROBERT DANIEL SUSS
BRIAN PATRICK DUNPHY
Devin Barnes
Jose C. Garcia
Anna Grace Jones
Dwight Michael Szarkowski
Erica Platt
Hunter G Crain
Jennifer Gaffney Floyd
Brandon M Briggs
VAN LINGLE HOBBS
Denise Victoria Junis
Dillon Edward Smith
JOHN PAUL SINEATH
CAROLYN MENDELSSOHN DRAKE

Within 25 miles of Lugoff, SC, Best Investors lists 77 registered investment advisory firms with 173 offices nearby, managing about $11.4T in combined regulatory AUM across 1,767,940 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 Lugoff

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