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Best financial advisors in Atlantic Beach, SC

Registered advisers within 25 miles of Atlantic Beach, SC.

Offices
106
Firms
44
Combined AUM
$6.76T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,224,638 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
TRUIST ADVISORY SERVICES, INC.
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
PREMIER FINANCIAL SOLUTIONS, LLC
GRADIENT INVESTMENTS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED BROKERAGE SERVICES, INC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Justin Taft Shaw
Lynne M Robinson
Taylor W Faile
THOMAS JAMES BORNASCHELLA
WENDEL GREGORY YOUNG
MATTHEW RANDY MILLIGAN
THOMAS MICHAEL MULDOON
Monty Dean Faile
Maxwell Faile
Bryan Stephen Kaye
DANIEL AARON FORD
DREMA KAY SMITH
HEATHER ANN EDWARDS
Harold McCager Mitchell
ROGER HENRY WEISMILLER
Tiffany Musso
Theopolus S Mickles
Taneisha L. Gore
Andrew Nelson Hazle
Richard Ernest Lundy
ANDREW SCOTT PINCUS
FERNANDO COSTEIRA DAVEIGA
MICHAEL JOSEPH MCCARTHY
JOSEPH DEPALMA
WILLIAM C. ROWELL
Abbey Recser
Brittany Danielson
Henderson Louviere
Brian William Karg
DANIEL GREY GREGORY
Elizabeth Frazier McLean
James McLean
Robert Francis Bernacki
Jeremy S Johnson
Silvia M Sevast
Rebecca Jane Gibson

Within 25 miles of Atlantic Beach, SC, Best Investors lists 44 registered investment advisory firms with 106 offices nearby, managing about $6.76T in combined regulatory AUM across 1,224,638 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 Atlantic Beach

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM