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Best financial advisors in Tega Cay, SC

Registered advisers within 25 miles of Tega Cay, SC.

Offices
866
Firms
337
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,752,801 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ADVISORY ALPHA, LLC
STRATEGIC PLANNING CORPORATION
PFS INVESTMENTS INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHCARE CAPITAL MANAGEMENT LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MACAULAY & ASSOCIATES, LLC

Investors

KARA WILBURN BURKHOLDER
TROY RHYNE JACKSON
MICHAEL HARRISON BAKER
ROSS EVAN MARYNELL
PHILIP JAMES CORSON
ROBERT EDWARD JORDAN
Ernest Brian Mathis
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister
Mercedes R Dockery
Nicholas Twohig
Anupama Narayanan Brookins
TODD MACDONALD PETERSEN
Daniel Lee Hylton
Emily Nicole Posch
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
ALPESH JITENDRA PATEL
ROBERT ALEXANDER MANN
William Timothy Sharpe
Meghan L Keogh
BRADLEY NOEL JOUBERT
LAURA BETH WOLFROM
MICHAEL GEORGE MATUS
Jacob D Broome
Dong Hahn
TUONGVAN THI NGUYEN
ANTHONY R. RUFFALO
RYAN PATRICK COLLIN
DAVID JARVIS MACAULAY
Eugene Harrison Dixon

Within 25 miles of Tega Cay, SC, Best Investors lists 337 registered investment advisory firms with 866 offices nearby, managing about $21.4T in combined regulatory AUM across 3,752,801 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 Tega Cay

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM