Advisor directory / South Carolina

Financial advisors in Newberry, SC

9 active registered advisors in Newberry, SC — part of 4,092 across South Carolina.

The largest firms in Newberry

Ranked by the assets they manage.

Morgan Stanley133 advisors · $2.0T
Merrill Lynch, Pierce, Fenner & Smith Incorporated298 advisors · $1.8T
Strategic Advisers LLC104 advisors · $1.4T
Captrust5 advisors · $1.2T
Edward Jones469 advisors · $1.0T
UBS Financial Services Inc.60 advisors · $916B
LPL Financial LLC722 advisors · $819B
Invesco Advisers, Inc.2 advisors · $750B
Blackrock Investment Management, LLC1 advisor · $677B
Wells Fargo Advisors260 advisors · $671B
Ameriprise Financial Services, LLC136 advisors · $660B
Columbia Management Investment Advisers, LLC1 advisor · $502B

Advisors on file

Bradford K. MathisEdward Jones · Newberry
Buford Summer GloverCambridge Investment Research Advisors, Inc. · Newberry
David Holmes SennEdward Jones · Newberry
David Marcus DobbsWells Fargo Advisors · Newberry
Elizabeth MathisEdward Jones · Newberry
Henry Baker SummerCambridge Investment Research Advisors, Inc. · Newberry
Jason Milton JamesWells Fargo Advisors · Newberry
Robert William KoppThrivent Investment Management Inc. · Newberry
Thomas Sidney Holland IIILPL Financial LLC · Newberry

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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