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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

TRICAPITAL WEALTH MANAGEMENT, INC.
PARK AVENUE SECURITIES LLC
SOUTHEAST INVESTMENTS, N.C., INC.
Y INVESTMENTS, LLC
JPFG WEALTH MANAGEMENT, L.L.C.
TRUIST ADVISORY SERVICES, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
INVESTORBLOC
INNOVATION PARTNERS LLC
ALUMINA INVESTMENT MANAGEMENT
IP FINANCIAL ADVISORY SERVICES LLC
VALMARK ADVISERS, INC.
LPL FINANCIAL LLC
BLACK OWL CAPITAL
PROJECT WELLSPRING MANAGEMENT LP

Investors

William Vance Smith
BRIAN Jeffrey DALTON
RANDALL EUGENE WHITE
Shawna Christine Minervini
WILLIAM VON HUSEN
ANDREW G BRINCEFIELD
JOEL David GARDNER
Matthew Jellison
MICHAEL RYAN ACOSTA
KATHRYN KELLEY HUGHES
Emma Marie Brandt
ESTHER MCCULLAGH PARK
KEITH E TAYLOR
THOMAS J DUMAS
BOYD F CAUBLE
JOHN ROGER MILLS
Peter H Gebre
JAMES MICHAEL MATTHEWS
LISA R HUND
Jay Rinehart
NICOLE K PILO
RICK ALLEN BURGER
Daniel Bradford Barry
TYLER PATRICK ODONNELL
COLTON MENDENHALL
BRADY DAVID HEMMERLE
JOSEPH WILLIAM PAGANI
JEFFREY D HOWARD
CHARLES W STEGALL
MICHAEL A THOMPSON
WILLIAM C MILLER
MISTY LEIGHTON PETROSINO
KATHERINE MARIE JAMIL
MICHAEL DEAN HARRIS
JEFFREY SCOTT COLLINS
ROBERT CLARK ARMSTRONG
DANIEL P MULLANE
BENJAMIN CONNOR CHEANEY
Nicholas Alan Todd
Harrison Paul
ROBERT A HOLMES
ERNEST W GLASS
GENIE B THEIMER
DENNIS EUGENE MYERS
Stuart Fontaine Thomas
Neal N Patel
Brayden Curtis
ROMAN CARID RAIES
WALTER ARMSTRONG KENNEDY
EDWARD CARSON DANSER
JOSEPH MAHONEY DUMSER
EDMOND DARBY HENLEY
DONNA JEAN OXFORD-ARRIGO
JASON GLENN COBLE
PAUL STEWART IRVING
DARREN JAMES PARSON
Helene Michele Moll
JOSHUA MICHAEL GRIFFIN
JENNIFER MARIE JAMES
Anna Elizabeth Giampietro
KATHERINE CARMICHAEL DOHERTY
BENJAMIN STEPHEN WHITE
GAVIN YOUNG SHUCK
WILLIAM MERRICK SEMANS
SAM WESLEY MERRILL
ROBERT JOSEPH STROUP
LAURA ELIZABETH ROGERS WEATHERS
PAUL EDWARD BROWN
GRANT BARNETT GOODWIN
DAVID G. CURRY
DAVID HAUSER CURRY
CHRISTOPHER KIRK PREVETTE
RACHEL HILL ASHMAN
David Wayne Karin
TODD MICHAEL DONOFRIO
ARON JOSEPH MARCINKOSKI
Thomas John Adolph
Alberto Esparza
STACE J JENSEN
Harrison Chi Chang
TREVER PETERSON
Juan Jose Lewis
JAMES RHEES PATTON
Eric Jose Medina
JEFFREY JOSEPH SCRIMENTI
JEFFREY ALAN PERRY
LYNN SMERALDO
Gregory Allen Swoverland
KALOMIRA K. ZANGOULOS
MORRIS KAUFMAN
Michael Barrows
JASON SCOTT MURRAY
Clayton Albert Cornhall
Bruce Michael DeVoogd
Yu Yeung Li
ERIC JASON STROEHLE
David Patrick Chandler
Larry Sanders
MARK CHARLES WEATHERLY
SOPHEARATH UOY
Emily Anne DeConcini
Louis Albin Woodbeck
Shineece LaDawn Sellars
Rakael Boozer Carr
William Thomas Perry
john anthony polyviou
Robert Leroy Gardner
Daniel A Odigie
Christopher Lowell Childers
Deana Carter Ingalls
Robin K Runco
Walter Neil Zurowski
jeff kantor
Shannon Marie Powers
Charles Milton Harris
DHRUV PERSHAD GUPTA
Sheila Jane Moore
MATTHEW LEE GREINER
CHASE JOHN CARLIN
JOSHUA SOUSA PACHECO
Daniel Keith Beech
Dustin Hyche
STEVEN ARI HOFFMAN
ZACHARY DARRIN RIOUX
MARIO BROWN
Scott Lawrence Olson
Eric Dean Martz
GUILLERMO FIDEL NODARSE
GLENN ROBERT DAVIDOW
CARL VINCENT GOTTUSO
STEVEN MICHAEL WHITE
ROGER LEE SLAYTON
Dale A Pope
Michael Balch
PAUL DONALD GRAFFY
Earl David Hensley
JAMES COFER WINTERS
EDWARD SANTO FINOCCHIARO
MELVIN DALE BROOKS
Erik Ryan Walker
Kurt Joseph Lawn
Thomas Tipton
ANTHONY W HINDS-FRITZ
Parviz Paul Pourfarid
DAVID ANTHONY REO
Craig Morningstar
Eric Carl Willer
JAMES KENNETH SPANN
Andrew Benet
LARRY SKARSET
Jacquelyn Diane Robinson
RICHARD EDMUND KASH
DONALD LEROY SILBERMAN
Charles Donald Schad
LUIS MANUEL ESPINOZA
SHAWN GARAND WEBB
Malik Pearson
PAUL JOSEPH ROWE
PAUL MICHAEL HAYES
VINCENT MALLON
John LEWIS James
John Harrigan
Brian Kurtich
Logan Preston Garretson
Brittaney Cooks
Michael Anthony Millard
Jeffrey J Johnson
WILLIAM DUVAL WHITE
Bradley Alan Morris
SCOTT MARSHAL JONES
NORA LOTFY MANKARYOS
NICHOLAS RYAN DENEAULT
HARRY ROBINSON GREYARD
DONOVAN GRAHAM MILLER
STEVEN SUTTON
THOMAS RAY ATKINSON
Mark Rothwell

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