Best financial advisors in Edisto Beach, SC

Registered advisers within 25 miles of Edisto Beach, SC.

Offices

58

Firms

28

Combined AUM

$6.49T

Firm-wide filings, not assets booked only here

Clients

827K

827,459 clients when Item 5C has a number

Avg / client

$7.84M

Combined AUM ÷ clients

Nearby offices

VERITY INVESTMENT PARTNERS

2015 BOUNDARY STREET 2ND FLOOR
BEAUFORT, SC 29902

22.9 miles away

AE WEALTH MANAGEMENT, LLC

2015 Boundary St. Suite 223
Beaufort, SC 29902

22.9 miles away

GROUND SWELL CAPITAL, LLC

105 WEST HURON AVENUE
FOLLY BEACH, SC 29439

STATE FARM INVESTMENT MANAGEMENT CORP.

630 Skylark Dr Suite L
Charleston, SC 29407

23.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

537B Wappoo Rd
Charleston, SC 29407

23.4 miles away

LPL FINANCIAL LLC

1185 FOLLY ROAD
CHARLESTON, SC 29412

23.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

874 Orleans Road Unit 5
Charleston, SC 29407

23.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1711 SAVANNAH HWY
CHARLESTON, SC 29407

23.5 miles away

TRUIST ADVISORY SERVICES, INC.

1962 SAM RITTENBERG BLVD
CHARLESTON, SC 29615

23.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

946 Orleans Rd Unit G2
Charleston, SC 29407

23.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2011 Bees Ferry Rd Ste B
Charleston, SC 29414-6683

23.6 miles away

LPL FINANCIAL LLC

1945 SAM RITTENBERG BLVD
CHARLESTON, SC 29407

23.6 miles away

J.P. MORGAN SECURITIES LLC

896 Folly Rd
Charleston, SC 29412

23.7 miles away

J. W. COLE ADVISORS, INC.

44 MARKFIELD DRIVE SUITE G
CHARLESTON, SC 29407

23.8 miles away

CETERA INVESTMENT ADVISERS LLC

925 WAPPOO ROAD SUITE B
CHARLESTON, SC 29407

23.8 miles away

EDWARD JONES

2245-A ASHLEY CROSSING DR
CHARLESTON, SC 29414

23.9 miles away

EDWARD JONES

1939 MAYBANK HWY SUITE E
CHARLESTON, SC 29412

23.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1284 Ribaut Rd
Beaufort, SC 29902-6143

CAPITOL SECURITIES MANAGEMENT, INC.

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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

540 FOLLY RD
CHARLESTON, SC 29412

24.1 miles away

Firms

VERITY INVESTMENT PARTNERS

AE WEALTH MANAGEMENT, LLC

GROUND SWELL CAPITAL, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J. W. COLE ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

CAPITOL SECURITIES MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

WILLIAM WYMOND VERITY

David Alexander Poole

JONATHAN GEORGE VERITY

PAULA MURRAY VERITY

MICHAEL PAUL KUEHN

MICHAEL WAYNE NIX

ANDREW KEVIN JONES

JESSICA LEIGH RUSNOCK

EDWARD PINCKNEY TAYLOR

CHARLES COLLINS ANDERSON

MICHAEL ANDREW KLAIBER

Jay Lynn Johnson

BENJAMIN CLIFFORD STREET

SCOTT SCHUMACHER HOWELL

JOHN TRAVIS HOWELL

KELLEN LEE COONEY

JOEY HOWARD FOXHALL

Andrew Stephen Komornik

Kevin Michael Brown

ZACHARY RYAN VOLOUSKY

John Henry Acker

MARY THOMAS JOSEPH

GABRIEL BRIAN BROGDEN

Adam R. Monical

James Henry Amick

Donald Kyle Atkins

Walker McClain King

Michael Davis Wiggins

Michael Garner Wiggins

AMY JEAN BOWMAN

WILLIAM LARRY BENDT

DONALD I RHODES

Within 25 miles of Edisto Beach, SC, Best Investors lists 28 registered investment advisory firms with 58 offices nearby, managing about $6.49T in combined regulatory AUM across 827,459 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 Edisto Beach

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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