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Best financial advisors in Taxahaw, SC

Registered advisers within 25 miles of Taxahaw, SC.

Offices
16
Firms
10
Combined AUM
$4.57T
Firm-wide filings, not assets booked only here
Clients
291K
291,445 clients when Item 5C has a number
Avg / client
$15.7M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST CITIZENS INVESTOR SERVICES, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
ADVISORY SERVICES NETWORK
CANNON ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ANDREW BERKS
DERICK LIBUT PITAKSIT
GEORGE L MCDOW
DANEEN EVANA GIMSON
Elliott Lee Wall
Angela Farmer Wallace
Colby M Wallace
Drake Collin Hess
JOHN WAYNE HESS
James Edward Mullis
AUSTIN Keith TERRY
DONALD CODY BOWERS
Bradford Kyle Small
CARL DAVID TOLSON
CARRIE ANN ELIZABETH JOHNSON
MARY ELIZABETH ROBERTSON
David Jordan Hamrick
Robert David Legg
Blayne K Small
Toni Glass
WILLIAM EDDINS GALLOWAY
CRAIG STUART SCHINKE
CRAIG C COCHRAN
JONATHAN DAVID FIKE
BRENT NEVIN TOWNSEND
Justin Dorton
William Graham Morris
ROY MYRON FAKOURY
ELIZABETH BRANHAM BAKER
Philip Andrew Gephart
C S SPRING
Erica Mensch Chappell
Nickolas King
preston Alexander kohn
EDWIN RUDOLPH KOHN
Jonathan Alan Pace

Within 25 miles of Taxahaw, SC, Best Investors lists 10 registered investment advisory firms with 16 offices nearby, managing about $4.57T in combined regulatory AUM across 291,445 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 Taxahaw

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 ADVISORY SERVICES NETWORK 49 clients · 258 advisers $10.6B AUM 8 FIRST CITIZENS INVESTOR SERVICES, INC. 423 advisers $2.63B AUM