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Best financial advisors in West Union, SC

Registered advisers within 25 miles of West Union, SC.

Offices
68
Firms
31
Combined AUM
$7.75T
Firm-wide filings, not assets booked only here
Clients
959K
958,781 clients when Item 5C has a number
Avg / client
$8.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
JACKSON TAYLOR INVESTMENT SECURITIES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
IQ CAPITAL STRATEGY LLC
WELLS FARGO CLEARING SERVICES, LLC
HANOVER ADVISORS, INC
THE FIDUCIARY ALLIANCE
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CWM, LLC

Investors

Adam Joel Wright
LEONARD JACKSON TAYLOR
Elijah Garrett Chun
Justin Paul Blakley
Alec Matthew Woodard
Karyn Chamerda Cavanaugh
River Lee Williams
Kathleen Ann Vista
DAVID CAMERON MONCKTON
SAMUEL RAY HEAD
Sharon M Mack
WESLEY STILES FRIERSON
DEBORAH LYNN JOHNSON
Devyn Michael Bond
RAYMOND BRIAN MASSEY
MARIA ISABEL CANDELA
INGRID JENNIFER LAMPE
DANIEL JAMES MONEZ
David William Stone
David Adrian
Robert Doane Thomas
William Jones
Easton P Keys
STEPHEN FRANCIS MOLYNEAUX
DAVID THOMAS CHUDYK
LOWELL E MACHER
ROBBY THOMAS BRYANT
JASON SIDNEY WHITE
CAROLYN DEE BARE
WILLIAM STEPHEN JONES
W STEPHEN JONES
ERMIAS ERIC BODE
JOHN PATTERSON LAMB
ANDREW PRESTON PEED
ALEX CHRISTOPHER VASSEY
Sarah McKenzi Kelley
ANDREW LAMAR HOWARD
JAN STURE FREDMAN
Lori Melissa Talley-Kelley
Benjamin Lewis
Jonathan L Morphew

Within 25 miles of West Union, SC, Best Investors lists 31 registered investment advisory firms with 68 offices nearby, managing about $7.75T in combined regulatory AUM across 958,781 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 West Union

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