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Best financial advisors in Dewees Island, SC

Registered advisers within 25 miles of Dewees Island, SC.

Offices
272
Firms
144
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,646,373 clients when Item 5C has a number
Avg / client
$4.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MISSIONAL ADVISOR GROUP
DYNAMIC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOCUS PARTNERS WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
JP WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PROSPERA FUNDS, INC.
J.P. MORGAN SECURITIES LLC

Investors

Andrew Schanck Ross
Dimitar Stoyanov Matouchev
Sabrina Haley O'Dell
Christina T Brown
DAVID BLAKE MARTIN
Heather Bosse
JEFFERY MICHAEL KECZAN
JAMES DAVID SHARP
Edwards D Brawley
TROY GARRETT ZIMMERMAN
MICHAEL DAVID BARKER
Kevin C Sevlie
JASON GARRETT NOBLE
Saleah Terese Hewitt
DOUGLAS ROBERT BUCHAN
Patrick J O'Brien
Brett Elgin McClain
JEFFREY SCOTT POWELL
KELLIE SWAFFORD BAIR
Benjamin Malcolm Crane
Kathleen B Edwards
SUZETTE BARRINEAU CARRIER
JOHN FRANCIS CAREY
Lisa Ann Dempsey
NEAL WEBB
PETER ANTHONY MONTALBANO
Michael Andrew Hrubala
ROBERT IAN SWALLEN

Within 25 miles of Dewees Island, SC, Best Investors lists 144 registered investment advisory firms with 272 offices nearby, managing about $10.7T in combined regulatory AUM across 2,646,373 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 Dewees Island

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