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Best financial advisors in Tamassee, SC

Registered advisers within 25 miles of Tamassee, SC.

Offices
54
Firms
29
Combined AUM
$7.79T
Firm-wide filings, not assets booked only here
Clients
955K
955,033 clients when Item 5C has a number
Avg / client
$8.15M
Combined AUM ÷ clients

Nearby offices

Firms

COVENANT INVESTMENT SOLUTIONS L.L.C.
CAPTRUST
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
JACKSON TAYLOR INVESTMENT SECURITIES
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HANOVER ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
IQ CAPITAL STRATEGY LLC
THE FIDUCIARY ALLIANCE
CETERA INVESTMENT ADVISERS LLC

Investors

DONALD BRIAN MCCLELLAN
ROBIN LYNN COOK
Todd Donald Holder
Mary Beth Brody
JUSTIN ANDREW SOUMA
Adam Joel Wright
LEONARD JACKSON TAYLOR
Justin Paul Blakley
LOWELL E MACHER
ROBBY THOMAS BRYANT
JASON SIDNEY WHITE
Elijah Garrett Chun
Alec Matthew Woodard
Karyn Chamerda Cavanaugh
River Lee Williams
Kathleen Ann Vista
DAVID CAMERON MONCKTON
SAMUEL RAY HEAD
STEPHEN FRANCIS MOLYNEAUX
David Adrian
Robert Doane Thomas
William Jones
Easton P Keys
MARIA ISABEL CANDELA
INGRID JENNIFER LAMPE
DANIEL JAMES MONEZ
WESLEY STILES FRIERSON
DEBORAH LYNN JOHNSON
Devyn Michael Bond
David William Stone
RAYMOND BRIAN MASSEY
Sharon M Mack
DAVID THOMAS CHUDYK
CAROLYN DEE BARE

Within 25 miles of Tamassee, SC, Best Investors lists 29 registered investment advisory firms with 54 offices nearby, managing about $7.79T in combined regulatory AUM across 955,033 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 Tamassee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM