Managers in Travelers Rest, SC

United States · 26 asset managers within 25 km (1 in Travelers Rest itself) · 73 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Greenville, SC 25 · Spartanburg, SC 2 · Landrum, SC 1 · Hendersonville, NC 1

Asset managers in and around Travelers Rest

#	Manager	People here	Assets
1	CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Greenville $1.2tn	15	$1.2tn
2	MATCH GRADE ADVISORS institutions · Greenville $479.4m	about 3main office	$479.4m
3	INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. private equity, venture · Greenville $367.0m	3	$367.0m
4	PROFESSIONAL PLANNING & WEALTH Greenville	about 3main office
5	SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC institutions · Greenville $5.0bn	2	$5.0bn
6	PRIMETRUST ADVISORS LLC institutions · Greenville $421.6m	about 2main office	$421.6m
7	TAVERIK CAPITAL, LLC hedge funds, real estate · Greenville $97.5m	about 2main office	$97.5m
8	NOVUS ADVISORS institutions · Greenville $91.3m	about 2main office	$91.3m
9	MARINER INSTITUTIONAL, LLC institutions · Greenville $2.8bn	1	$2.8bn
10	C-III INVESTMENT MANAGEMENT LLC hedge funds, real estate, structured credit, futures · Greenville $2.5bn	1	$2.5bn
11	ISLAND INVESTMENT MANAGEMENT LLC private equity, real estate · Greenville $1.7bn	1	$1.7bn
12	CULTIVATION CAPITAL, LLC venture · Greenville $416.4m	1	$416.4m
13	JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Greenville EDWARD JONES · 4 related pages $1.0tn	office	$1.0tn
14	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Greenville W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	office	$93.5bn
15	OSAIC HOLDINGS, INC. private equity, wealth · Greenville Osaic Advisory Services, LLC · 6 related pages $85.1bn	office	$85.1bn
16	TORONTO DOMINION BANK wealth, bank or insurer · Greenville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn	office	$60.1bn
17	CNO Financial Group, Inc. structured credit, institutions, wealth · Greenville BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn	office	$30.5bn
18	FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Greenville FIRST CITIZENS INVESTOR SERVICES, INC., First Citizens Asset Management, Inc. · 3 related pages $2.6bn	office	$2.6bn
19	Hilltop Holdings Inc. wealth, bank or insurer · Travelers Rest MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn	office	$2.5bn
20	Fiduciary Alliance LLC Greenville $1.5bn	based here	$1.5bn
21	Discipline Wealth Solutions, LLC Greenville $1.1bn	based here	$1.1bn
22	FinTrust Capital Advisors, LLC Greenville $589.5m	based here	$589.5m
23	Ballentine Capital Advisors, Inc Greenville $265.4m	based here	$265.4m
24	Hardin Capital Partners, LLC Greenville $215.4m	based here	$215.4m
25	NOVUS ADVISORS, LLC Greenville $48.0m	based here	$48.0m
26	Bakala Capital LLC Greenville $22.8m	based here	$22.8m

26 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.