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Best financial advisors in Simpsonville, SC

Registered advisers within 25 miles of Simpsonville, SC.

Offices
425
Firms
148
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,735,443 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.

Investors

Dylan Michael Manley
Joseph Elder
SAMUEL GEORGE EUBANK
Lora Whaley Eubank
Jerante Trumaine Morgan
Samuel Grady Gilliam
ELIZABETH MARIE BERRY
Michael Charles Wolfe
JASON SCOTT HUCKS
Robert Tanner Jordan
Jackson Nickles
Frank Parkin Thomas
Bradley Frank Thomas
STEPHEN MARK BAIR
MARK DANIEL MCGRAIL
Brian Stephen Vorse
Eric Addison Ponder
John Walker Riley
CEDEAN JOHNATHAN KEMATICK
JUSTIN DAVID DOWERS
TERRY MEYER
KARA ANN DOWERS
JOHN HUNTER NOEL
EALON SIDNEY THOMPSON
Carlas Wade Dixon
MELANIE PULVER HENDRIX
DENNIS ARTHUR BARRY
DON FREEMAN KIZER
DONALD LYNN HILBURN
CRISTINA MARIA ORTIZ

Within 25 miles of Simpsonville, SC, Best Investors lists 148 registered investment advisory firms with 425 offices nearby, managing about $15.3T in combined regulatory AUM across 2,735,443 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 Simpsonville

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