Best Investors Account Sign in

Best financial advisors in Charleston, SC

Registered advisers within 25 miles of Charleston, SC.

Offices
405
Firms
205
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,113,686 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL FRONTIER INVESTMENTS, LLC
TANDEM INVESTMENT ADVISORS INC
EQUITY SERVICES, INC.
THE MARIN GROUP INC.
IVY EVERGREEN, LLC
SYNOVUS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
AKIN INVESTMENTS, L.L.C.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
FARTHER
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STRATEGIC BLUEPRINT, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
ALTRIARCH ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
BOWSIDE CAPITAL, LLC
KAIZEN WEALTH MANAGEMENT, LLC

Investors

ALEX MICHAEL ROBINETTE
Ariel Benton Davis
Elaine M Natoli
JEREMY COX
WILLIAM LEO LITTLE
BENJAMIN GREENWOOD CAREW
Charles Samuel Edwards
Jordan Scott Watson
Natalia Moriah Mattar
Mackenzie S Ferrell
Charlotte Wesley Woodham
JOHN BRIAN CAREW
BRANDON STUART GRIMM
SEAN FREDERIC GROSKOPH
ZAHRIC CHRIS LABAT
KA DEDRICK RICHARDSON
PHILLIP MASON WILLIAMS
GARY LEE GERALD
AIMEE LAUREN HORSTMAN
Jason Paul Christopher
AARON BENJAMIN JUSTICE
ZACHARY WINCHESTER
JANE W PREVOST
ALLEN THEODORE CURRY
Matthew Paul Brown
STEPHEN HERBERT AKIN
CHARLES MANUEL BURDETTE
SETH Andrew BENNETT
Eric Michael Farr
HELEN COOPER PRATT-THOMAS
LYNDSEY L HANDSCHIEGEL
William Barre McLeod Butler
BARRE MCLEOD BUTLER
ALISON WALKER BEIRLEIN BARKLEY
WAITUS HAMPTON AVANT
Constance Bergkessel
Helen R Gordon
CAROLINE Madolyn AINSWORTH
Justin Kizer
Jackson Cobb Hayward
Abigayle Julia Loblein
John Rice Edmonds
Martin Joseph Sergi
Jordan Wylie
Lushen Evans
DERRICK DANIEL DEMAY

Within 25 miles of Charleston, SC, Best Investors lists 205 registered investment advisory firms with 405 offices nearby, managing about $15.4T in combined regulatory AUM across 3,113,686 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 Charleston

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM