Best financial advisors in Ch Hgts, SC

Registered advisers within 25 miles of Ch Hgts, SC.

Offices

322

Firms

159

Combined AUM

$10.8T

Firm-wide filings, not assets booked only here

Clients

2.65M

2,654,121 clients when Item 5C has a number

Avg / client

$4.08M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1520 OLD TROLLEY ROAD SUITE 100
SUMMERVILLE, SC 29485-5292

LPL FINANCIAL LLC

1510 OLD TROLLEY RD
SUMMERVILLE, SC 29485

OSAIC WEALTH, INC.

3955 FABER PLACE DRIVE SUITE 102
N CHARLESTON, SC 29405

GLOBAL RETIREMENT PARTNERS LLC

4401 Leeds Ave. #260
North Charleston, SC 29405

PFS INVESTMENTS INC.

4500 LEEDS AVE STE 245 W-1
N CHARLESTON, SC 29405

VALIC FINANCIAL ADVISORS, INC.

4000 S. FABER PLACE DRIVE SUITE 300
NORTH CHARLESTON, SC 29405

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

4000 S Faber Place Dr., Ste. 300
Charleston, SC 29405

HICKS FINANCIAL PARTNERS, LLC

4000 S. Faber Place Drive
Charleston, SC 29405

MKB CONSULTING LLC

4401 BELLE OAKS DR. SUITE 100
NORTH CHARLESTON, SC 29405

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

212 Lakeview Dr.
Summerville, SC 29485

ALLSTATE FINANCIAL ADVISORS, LLC

421 Old Trolley Rd
Summerville, SC 29485-5609

EQUITABLE ADVISORS, LLC

4900 O HEAR AVE SUITE 100 #108
NORTH CHARLESTON, SC 29405

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

212 SAINT JAMES AVE
GOOSE CREEK, SC 29445

EDWARD JONES

2245-A ASHLEY CROSSING DR
CHARLESTON, SC 29414

C2G CAPITAL MANAGEMENT LLC

101 OWENS CIRCLE
SUMMERVILLE, SC 29483

LPL FINANCIAL LLC

218 ST JAMES AVENUE
GOOSE CREEK, SC 29445

EDWARD JONES

1895 B BACONS BRIDGE RD
SUMMERVILLE, SC 29485

BFC PLANNING, INC.

305 Old Trolley Road
Summerville, SC 29485

CAPITOL SECURITIES MANAGEMENT, INC.

1470 Tobias Gadson Blvd Suite 202 Room 110
Charleston, SC 29407

AE WEALTH MANAGEMENT, LLC

2467 Savannah Hwy Ste 520
Charleston, SC 29414

Firms

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

GLOBAL RETIREMENT PARTNERS LLC

PFS INVESTMENTS INC.

VALIC FINANCIAL ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

HICKS FINANCIAL PARTNERS, LLC

MKB CONSULTING LLC

ALLSTATE FINANCIAL ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

C2G CAPITAL MANAGEMENT LLC

BFC PLANNING, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

AE WEALTH MANAGEMENT, LLC

Investors

Randy Scott Myers

Alton Noble Palmer

Jack Ryan DiMuzio

DANNY KIM YOUNG

LOUIS JOSEPH DIMUZIO

Dewitt Charles Miles

MARI KATHRYN HENDRICKSON

DAWN ANN VARDAKAS

MARK ANDREW TAYLOR

MATTHEW FOREMAN

DAVID ROBINSON KORNEGAY

JOSEPH CHARLES DIAMOND

CRYSTAL NELLIE AVANT

JOSHUA D COWARD

DONALD RAY MEADE

Jordan Robert Hicks

MICHAEL KEVIN ALFORD

Justin F Farnsworth

Sean Nathan Delaunay

Ellen Brankovich

MICHAEL ARTHUR ROY

Joseph Daniel Cerone

Collin Michael Flood

David Luke Maningding

Walker McClain King

THOMAS JAMES COPELAND

RYAN BRETT REEVES

William Christian Everett

JERRY ALBERT KOEBEL

WILLIAM LARRY BENDT

Carissa Phyllis Shivers

PAUL CAMERON MACDONALD

Within 25 miles of Ch Hgts, SC, Best Investors lists 159 registered investment advisory firms with 322 offices nearby, managing about $10.8T in combined regulatory AUM across 2,654,121 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 Ch Hgts

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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