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Best financial advisors in Rock Hill, SC

Registered advisers within 25 miles of Rock Hill, SC.

Offices
674
Firms
290
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,743,023 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
BURKETT FINANCIAL SERVICES, LLC
ANDERSON GRIGGS INVESTMENTS
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JAMES THOMPSON NORRIS
Michelle Leigh Guissinger
LARRY CARROLL
LESLIE KASSANDRA ORTIZ-QUIROZ
John Bennett Jordan
KEVIN A HARPER
CARLISLE CLARKE MOORE III
JAMIE LEIGH KULIK
PHILLIP KEVIN SMILEY
NEIL ASHTYN BROWN
LEMUEL HOYLE MITCHUM
JANA BLACKWELL MORRISON
JUSTIN THOMAS ANDERSON
CRAIG TAYLOR FERGUSON
KENDALL JAMES ANDERSON
Jordan Hernandez
David Michael Brown
MATTHEW GEORGE GRIFFIN
ALLISON F GRIER
JOHN ALEXANDER BLACK
JOHN SHERRILL SLOOP
Morgan Elizabeth Hinchen
WILLIAM FRANCIS SIMPSON
KATE ALEXANDER FERGUSON
GERALD ROGER OWENS
DON PRATT FERGUSON
James Michael Bower
JASON Michael DRIVER
JOHN EVERETT RUTLAND
RICHARD KEITH SPATOLA
Jon Brownfield
Hayden Reed Watkins
Todd Evans Tyrie
Amy Wurthmann

Within 25 miles of Rock Hill, SC, Best Investors lists 290 registered investment advisory firms with 674 offices nearby, managing about $19.1T in combined regulatory AUM across 3,743,023 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 Rock Hill

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM