Best financial advisors in Edisto Island, SC

Registered advisers within 25 miles of Edisto Island, SC.

Offices

58

Firms

29

Combined AUM

$6.49T

Firm-wide filings, not assets booked only here

Clients

828K

827,532 clients when Item 5C has a number

Avg / client

$7.84M

Combined AUM ÷ clients

Nearby offices

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

8117 Oyster Factory Rd
Edisto Island, SC 29438

THE CAVANAUGH GROUP INC

6 LITTLE RABBIT LANE
KIAWAH ISLAND, SC 29455

11.5 miles away

WORLD INVESTMENT ADVISORS, LLC

3730 BETSY KERRISON PARKWAY SUITE 1
JOHNS ISLAND, SC 29455

12.1 miles away

ARCHER INVESTMENT CORPORATION

5183 Town Council Rd
Hollywood, SC 29449

12.6 miles away

EDWARD JONES

6251 HIGHWAY 162 Suite A
Hollywood, SC 29449-5782

12.7 miles away

COASTAL WEALTH ADVISORS, LLC

3464 MAYBANK HIGHWAY UNIT E
JOHNS ISLAND, SC 29455

18.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3430 Maybank Hwy Ste. A
Johns Island, SC 29455

18.4 miles away

EDWARD JONES

2770 MAYBANK HIGHWAY STE C
JOHNS ISLAND, SC 29455

20.7 miles away

OSAIC WEALTH, INC.

39 PROFESSIONAL VILLAGE CIRCLE
LADY'S ISLAND, SC 29907

21.7 miles away

OSAIC WEALTH, INC.

39 PROFESSIONAL VILLAGE CIRCLE
BEAUFORT, SC 29907

21.7 miles away

EDWARD JONES

95 SEA ISLAND PARKWAY SUITE 101
BEAUFORT, SC 29907-1673

RAYMOND JAMES & ASSOCIATES, INC.

305 CARTERET STREET
BEAUFORT, SC 29902

22.2 miles away

INDIVISIBLE PARTNERS

200 Carteret Street Suite 205
Beaufort, SC 29902

22.3 miles away

AE WEALTH MANAGEMENT, LLC

2467 Savannah Hwy Ste 520
Charleston, SC 29414

22.3 miles away

EDWARD JONES

1208 BOUNDARY STREET
BEAUFORT, SC 29902

22.3 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

700 BAY ST ADP-HOME OFFICE
BEAUFORT, SC 29902

22.3 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

700 BAY ST
BEAUFORT, SC 29902

22.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

1011 BAY ST STE 2E [OFFICE OF CONVENIENCE]
BEAUFORT, SC 29902

22.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

416 W. Indian Ave
Folly Beach, SC 29439

22.5 miles away

APRICUS WEALTH LLC

2015 BOUNDARY STREET SUITE 309
BEAUFORT, SC 29902

22.9 miles away

Firms

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

THE CAVANAUGH GROUP INC

WORLD INVESTMENT ADVISORS, LLC

ARCHER INVESTMENT CORPORATION

COASTAL WEALTH ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

RAYMOND JAMES & ASSOCIATES, INC.

INDIVISIBLE PARTNERS

AE WEALTH MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

APRICUS WEALTH LLC

Investors

JAMES ANTHONY COOK

WILLIAM SOUTHEY SCHULER

SHEILA CELESTE CHAPLIN

JUSTIN MATTHEW FOLLMER

SHAWN PATRICK BRUNNER

Emily Anne Adams

Henry Joseph Hauhn

OWEN KENNETH HAND

HERBERT R TANNER

Sandra Mae Shults

JOHN SOUTHALL SUMNER

HARRIET CARSON BRUCE

WILLIAM CHARLES TUMLIN

Christopher W Tieland

Carissa Phyllis Shivers

PAUL CAMERON MACDONALD

Albert David Fancher

Gregory W Dyson

PATRICK N CUNNINGHAM

JOHN CORNELIUS TROUTMAN

KIMBERLY TIMMERMAN KEYSERLING

Samuel Patrick Keeler

Jack Cunningham

KATHERINE YVONNE YOUNCE

MATTHEW MOELLER

WILLIAM KINCHEN ABBOTT

KATHERINE CUPPIA PHIFER

WHITNEY HAYS MCDANIEL

THOMAS COURTLAND RANSONE

JOSEPH J COSTIGAN

Within 25 miles of Edisto Island, SC, Best Investors lists 29 registered investment advisory firms with 58 offices nearby, managing about $6.49T in combined regulatory AUM across 827,532 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 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 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