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Best financial advisors in Georgetown, SC

Registered advisers within 25 miles of Georgetown, SC.

Offices
36
Firms
24
Combined AUM
$6.03T
Firm-wide filings, not assets booked only here
Clients
831K
831,232 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WILDES FINANCIAL STRATEGIES, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARDWICK CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
NEW REPUBLIC PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

Molly Vannier
Kent Patrick Vannier
Thomas Jason Johnson
JEFFREY DEAN WILDES
Manuel Salazar
Brian John Taylor
Matthew William Doak
Timothy A Boyle
JOSEPH RINCIONE
Benjamin Brian Taylor
Jason Michael Lambert
Bryan Cambra
LEE GUY TILLER
FRANK MCLEOD MUNN
Michelle Longcor Cumbie
Carson A Munn
Andrew Marc Friedman
TEAGUE C MATHEWS
JOHN DERRICK STALVEY
MARISSA M HOLDAWAY
LORRAINE VANSICLEN HOOVER
JOSEPH ALBERT GARRITY
ROBERT LARSEN JONES
KEVIN TALMAGE KAYLOR
KEMILOU POMPLUN
DIANE BLAKENEY BONNER
MICHAEL MECHAB MILBEE
ELLIS M O'TUEL
CHARLES STEPHEN LEE
KATHLEEN MCCARTHY COPPOLA
ROBERT WAYNE KEITH
Jessica L Marcus
Michael Anthony Porrazzo

Within 25 miles of Georgetown, SC, Best Investors lists 24 registered investment advisory firms with 36 offices nearby, managing about $6.03T in combined regulatory AUM across 831,232 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 Georgetown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM