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Best financial advisors in Seneca, SC

Registered advisers within 25 miles of Seneca, SC.

Offices
100
Firms
42
Combined AUM
$9.88T
Firm-wide filings, not assets booked only here
Clients
1.44M
1,438,618 clients when Item 5C has a number
Avg / client
$6.87M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
&PARTNERS
STRATEGIC BLUEPRINT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
GRADIENT SECURITIES, LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Matthew J. Golden
SARAH LOUISE GRAY
Charles Eric Lundblade
Stephen Dennis McIntee
THOMAS MITCHELL POLLOCK
MARK ALAN CHRISENBERRY
RAYMOND EDWARD CAROTHERS
Sarah Woods Fox
DARIEN ALAN SWENSON
CHRISTOPHER LARRIN LECROY
GLENN JASON INTERIANO
MATTHEW MURPHY
Thomas Alexander Campbell
Thomas Alexander Campbell
TAMMY LYN SARTAIN
BRIAN CALVIN BAKER
SEAN AUSTIN BAKER
ANDREW WAYNE SHERIFF
ERIC HAYES BREAZEL
ANDREA THREATT OWENS
BRODY WAYNE SMITH
WHITNEY REED BURTON
Lindsay Renee May
GREGORY ALLEN WALES
PAUL L GOLDSTEIN
Michael Lance Vischer
Maxwell L Vischer
Benjamin Lewis
Jonathan L Morphew
ALBERT MONROE CAMPBELL
ALBERT MONROE CAMPBELL
Brandon Harbrecht
Scott Patrick Allen
STEPHEN HOLMES CROW
SARA DUGGER TURGEON
David Allen Grant
Kayla Mitchell
MICHAEL JAMES HESTER

Within 25 miles of Seneca, SC, Best Investors lists 42 registered investment advisory firms with 100 offices nearby, managing about $9.88T in combined regulatory AUM across 1,438,618 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 Seneca

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM