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Best financial advisors in Union, SC

Registered advisers within 25 miles of Union, SC.

Offices
9
Firms
8
Combined AUM
$1.74T
Firm-wide filings, not assets booked only here
Clients
58.5K
58,511 clients when Item 5C has a number
Avg / client
$29.7M
Combined AUM ÷ clients

Nearby offices

Firms

SAVANT WEALTH MANAGEMENT
TD PRIVATE CLIENT WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UPTICK PARTNERS, LLC
EDWARD JONES
KINGSMORE WEALTH MANAGEMENT, LLC

Investors

JOHN JAY PEAY
DAVID FRANKLIN RAMAGE
Montserrat Berenice Hernandez Melo
MATTHEW H DAVIS
Roy Robert Redman Jr
Harold Edwards Cannon
JAMES LAYTON SWITZER
KATHERINE ELIZABETH COLEY
FRANCES G KERHULAS
Zulma Petty
RAND WILSON
Garson Hunter Burns
John Holden Cribb
KARMEN DWAYNE KINGSMORE

Within 25 miles of Union, SC, Best Investors lists 8 registered investment advisory firms with 9 offices nearby, managing about $1.74T in combined regulatory AUM across 58,511 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 Union

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 SAVANT WEALTH MANAGEMENT 170 clients · 405 advisers $55.6B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 TD PRIVATE CLIENT WEALTH LLC 542 advisers $8.57B AUM 7 UPTICK PARTNERS, LLC 18 advisers $1.06B AUM 8 KINGSMORE WEALTH MANAGEMENT, LLC 29 clients · 1 advisers $292.8K AUM