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Best financial advisors in Spartanburg, SC

Registered advisers within 25 miles of Spartanburg, SC.

Offices
410
Firms
136
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,736,645 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STRAVOLO WEALTH MANAGEMENT, LLC
THE FIDUCIARY ALLIANCE
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BFC PLANNING, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PALMETTO PRIVATE WEALTH, LLC
ADVISORY SERVICES NETWORK
CREATIVEONE WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH INTELLIGENTLY NAVIGATED, LLC

Investors

Anna Defenbaugh
Shawn Kenton Creal
Leslie Janell Wilkerson
NOEL BATEMAN SWAIN
Gabriel Jenson Lopez
Jeffrey Dean Stanley
Caryn Sturgis Vedane
GERRY ALLEN CIELUCH
TJ IWAN SETRO
MATTHEW SAMUEL SUMNER
JASON TERREL BROWN
DEREK HAWK
DONALD LEE MARTIN
David Elliott Wilson
ANGELA WILLS HAMILTON
SUSAN ANNE JOHNSEN
Ryan Michael Arrowsmith
Evan Charles Butler
Joshua Clinton Spencer
Paul Michael Baily
David Charles Treece
Mario Stojkoski
CHADRIC V WAGNER
Anna Flasch Wolford
ALEX SPENCE
TIMOTHY FEW
STEVEN WAYNE TOLLESON
JOSHUA GALLMAN
MICHAEL SCOTT CARTER

Within 25 miles of Spartanburg, SC, Best Investors lists 136 registered investment advisory firms with 410 offices nearby, managing about $15.2T in combined regulatory AUM across 2,736,645 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 Spartanburg

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