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Best financial advisors in York, SC

Registered advisers within 25 miles of York, SC.

Offices
491
Firms
212
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.62M
3,618,755 clients when Item 5C has a number
Avg / client
$4.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CONCORDE FINANCIAL RESOURCES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORE ADVISORY GROUP
LPL FINANCIAL LLC
GREAT VALLEY ADVISOR GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CONTINUUM CAPITAL ADVISORY, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Joshua T Beckham
Robert William Winkler
Branon S Pope
MARY CATHERINE FERGUSON
Kenan Christian Kurtz
NICHOLAS GARDNER BRIGHAM
AMY MARIE LONGFELLOW
FADY HANI IBRAHIM
Cassia Paolone Reed
William Stuart Thompson
Justin Paul Litzenberger
Vijayalakshmi Soundararajan
MEREDITH LEE STROSSER
WILLIAM MERRITT KING
Andrea Christina Kovacs
Catherine Victoria Fisher
HIRAM NMN HUTCHISON
JOSEPH PARKER BENNETT
William E Johnston
DOUGLAS EARL KISKER
Kyle Sager DiEduardo
Holly B Brown
RICHARD HARRIS HECKARD
Jon Brownfield
RICHARD KEITH SPATOLA
CATHERINE Mitchell Sherer
Jordon Kurt Accetta
Lyle Christopher Back
James Eric Moore
JOHN EVERETT RUTLAND

Within 25 miles of York, SC, Best Investors lists 212 registered investment advisory firms with 491 offices nearby, managing about $17.3T in combined regulatory AUM across 3,618,755 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 York

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM