Best financial advisors in Bath, SC

Registered advisers within 25 miles of Bath, SC.

Offices

119

Firms

57

Combined AUM

$9.77T

Firm-wide filings, not assets booked only here

Clients

1.37M

1,373,869 clients when Item 5C has a number

Avg / client

$7.11M

Combined AUM ÷ clients

Nearby offices

PLATFORM TECHNOLOGY PARTNERS

43 Crystal Lake Dr ste 200
North Augusta, SC 29841

SYNOVUS SECURITIES, INC.

720 SAINT SEBASTIAN WAY SUITE 130
AUGUSTA, GA 30901

RBC CAPITAL MARKETS, LLC

Enterprise Mill 1450 Greene Street, Suite 501
Augusta, GA 30901

AMERIPRISE FINANCIAL SERVICES, LLC

3814 DYCHES RD
AIKEN, SC 29801

EDWARD JONES

230 VILLAGE GREEN BLVD SUITE 110
AIKEN, SC 29803

EDWARD JONES

772 SILVER BLUFF RD
AIKEN, SC 29803

FIRST DOMINION WEALTH ADVISORS LLC

900 TRAIL RIDGE RD
AIKEN, SC 29803

EDWARD JONES

35 Varden Dr Suite D
AIKEN, SC 29803-5275

EDWARD JONES

156 UNIVERSITY PKWY SUITE 103
AIKEN, SC 29801

AMERIPRISE FINANCIAL SERVICES, LLC

592 Cardinal Dr
Aiken, SC 29803

AMERIPRISE FINANCIAL SERVICES, LLC

445 Silver Bluff Rd
Aiken, SC 29803-7858

J.P. MORGAN SECURITIES LLC

481 Fabian Dr
Aiken, SC 29803

EDWARD JONES

128 KINGS GRANT DRIVE
AIKEN, SC 29803

ALLSTATE FINANCIAL ADVISORS, LLC

1749 Whiskey Rd
Aiken, SC 29803-7337

WELLS FARGO CLEARING SERVICES, LLC

1797 WHISKEY RD
AIKEN, SC 29803

WEALTHCARE

910 DOUGHERTY RD
AIKEN, SC 29803-6515

STRATOS WEALTH PARTNERS, LTD

114 Greenwood Street, S.W.
Aiken, SC 29801

EDWARD JONES

2141 Whiskey Road Suite 120
Aiken, SC 29803

STATE FARM INVESTMENT MANAGEMENT CORP.

1231 Richland Ave W
Aiken, SC 29801

EDWARD JONES

264 EAST GATE DRIVE
AIKEN, SC 29803

Firms

PLATFORM TECHNOLOGY PARTNERS

SYNOVUS SECURITIES, INC.

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIRST DOMINION WEALTH ADVISORS LLC

J.P. MORGAN SECURITIES LLC

ALLSTATE FINANCIAL ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

STRATOS WEALTH PARTNERS, LTD

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Nathaniel Turner Simkins

NATALIE D SCHWEERS

NANCY SHANNON G. LANIER

GRADY O. JACKSON

GARY STEPHEN FREDERICK

NORMAN CHARLES SCHAFFER

JOEL HOCKEN JOHNSON

Trey Martin Brown

Andrew Roland Cox

Michael Aaron Young

Craig Paul Archer

KIMBERLY ANN KANAGY

Jason Kyle Crane

James C. Mizell

Michael James Byrns

RUSSELL ALLEN PADGETT

JONATHAN ANDREW LABRADOR

WILLIAM JOSEPH COSCIONI

ROBERT LAWRENCE FREITAS

Dustin Brooks Ennis

STEVEN EUGENE MASON

Christa Farr Evans

Jessica Stalker

Within 25 miles of Bath, SC, Best Investors lists 57 registered investment advisory firms with 119 offices nearby, managing about $9.77T in combined regulatory AUM across 1,373,869 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 Bath

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM