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Best financial advisors in Carolina Forest, SC

Registered advisers within 25 miles of Carolina Forest, SC.

Offices
117
Firms
49
Combined AUM
$6.93T
Firm-wide filings, not assets booked only here
Clients
1.23M
1,232,270 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE AMERIFLEX GROUP
TD PRIVATE CLIENT WEALTH LLC
RIVERBEND WEALTH MANAGEMENT, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HARVEST INVESTMENT SERVICES, LLC
OAK STREET ADVISORS
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.

Investors

Shawn Michael Sines
William Wheat
JAMES DAVID MCMANUS
ANTHONY RAY MCAFEE
Anthony William Holdaway
Rebecca Jane Gibson
ROBERT DINARDO
Anthony Joseph DiNardo
KELLY ANN O'BRIEN
Mark Miller
Christian Mark Lemke
Tiffany Musso
JEREMY MORRIS FINGER
Tyler Brenton Batts
DANIEL MILTON JOHNSON
Paul Saunders
SCOTT LARAY ENZOR
Zakaria Leon Gardiner
Jonathan Ray Stanley
Jeffrey Raymond Pounds
Michael Frederick Sokolik
Ryan Kent Cooper
ANTONIO CAMINO
DENNIE RAY LEWIS
MICHAEL DAVIS HUSSEY
CHARLES MICHAEL EVANS
GENIE REYNOLDS BLANTON
EARL HADEN HAMILTON
ALISON JEAN HAMILTON
ALBERT WILLIAM WIGGIN

Within 25 miles of Carolina Forest, SC, Best Investors lists 49 registered investment advisory firms with 117 offices nearby, managing about $6.93T in combined regulatory AUM across 1,232,270 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 Carolina Forest

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