Best Investors Account Sign in

Best financial advisors in Mauldin, SC

Registered advisers within 25 miles of Mauldin, SC.

Offices
399
Firms
134
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,746,241 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
ALTITUDE CAPITAL MANAGEMENT LLC
THE FIDUCIARY ALLIANCE
PARK AVENUE SECURITIES LLC

Investors

Andrew Lackland Rabon
DAVID JOSEPH CONLEY
MELANIE PULVER HENDRIX
DENNIS ARTHUR BARRY
SUSAN ANN CAMPION
CRISTINA MARIA ORTIZ
JONATHAN B ERWIN
John Shannon Wyatt
Joseph Macias
Ryan Douglas Mitchell
PATRICK ROGERS
THOMAS David PUGH
Ryan Keith Milem
Joshua Lee Blackwelder
Angel M Ramirez-Vazquez
CEDEAN JOHNATHAN KEMATICK
JUSTIN DAVID DOWERS
TERRY MEYER
KARA ANN DOWERS
JOHN HUNTER NOEL
EALON SIDNEY THOMPSON
DON FREEMAN KIZER
DONALD LYNN HILBURN
Robert Gary Davis
MICAH ANDREW VALENTINE
Randy Alan Chalmers
Jennie Dunbar
Celinda Lee Marshall
Austin Marshall
John Walker Riley
MARK DANIEL MCGRAIL
JAMES LUTHER CULP
Matthew Austin Glass
Katrina Domela Whitlinger
ANTONIO DEMERIO JENKINS
GERALD JOSEPH NISSLY
HAROLD ASHLEY LAWSON

Within 25 miles of Mauldin, SC, Best Investors lists 134 registered investment advisory firms with 399 offices nearby, managing about $15.1T in combined regulatory AUM across 2,746,241 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 Mauldin

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