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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

LPL FINANCIAL LLC
CLIENT FIRST INVESTMENT MANAGEMENT LLC
OSAIC WEALTH, INC.
WEALTHPOINT ADVISORS
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
PACKERLAND BROKERAGE SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOUND INCOME STRATEGIES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

WALTER FRANKLIN GREENWALD
STEVEN RAY STUDEBAKER
IAN THOMAS MCMILLAN
JOHNATHAN STEWART LOWERY
LAUREN SKIDMORE IVESTER
Julio C Gaviria
CORY ADAM SHUFORD
KYLE DAVID SIKES
Josh Haggard
Nathaniel Ray Peoples
ROBERT JOHN FURLONG
JEFFREY DAVIS
BRYAN THOMAS CASSELLS
CARRIE BRINKLEY JONES
Nathaniel Humes
Michael Joseph Abbott
David McDonald
Jeffrey Steven Thomas
HOLLY CHAPMAN CAMP
AARON THOMAS LEWIS
DEANNA LYNN STREAN
DAVID LEE SRULEVITCH
Daniel Kenneth Brackett
Janet Herdman Dukes
LESLIE KASSANDRA ORTIZ-QUIROZ
EDWARD CLYMER BARNARD
Brooke D Duncan
Samuel Walker Gault
Jack Wayman Buchanan
Lucas Charles Beatty
Taylor Rogers Flanagan
Julie Michele Hahn

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