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Best financial advisors in Mount Carmel, SC

Registered advisers within 25 miles of Mount Carmel, SC.

Offices
17
Firms
10
Combined AUM
$2.74T
Firm-wide filings, not assets booked only here
Clients
289K
288,686 clients when Item 5C has a number
Avg / client
$9.48M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SILVER OAK SECURITIES, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
STOKES CAPITAL ADVISORS, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
GREENWOOD CAPITAL ASSOCIATES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC

Investors

ROBERT STEVENS PATTERSON
Justin Burger
Jennifer Wilson Erwin
William Seth Kelley
Melvin F Crawford
JERRY LEO SPIVEY
GREGORY BERTON BRISCOE
NICOLAS JASON SMITH
TAYLOR TENISON STOKES
MASON CARVER
ZACHARY DAVID KIRKWOOD
MICHAEL TREY PURDON
NATHAN SCOTT SANDERS
BRIAN HAMPTON SCHOCH
Margaret Grier
Richard Clements Hellman
Bradley K Hinzman
WILLIAM GRAHAM ELLENBERG
JOHN WESLEY COOPER
Anne Jane Thompson
Callie Mariah Roper
Mark Kurt Pyles
Karen Diane Smith
Brandon Michael Williams
JOHN DURHAM WISEMAN
CLAUD WILLIAM BOND
DENISE HEMINGWAY LOLLIS
Colin James Burns
CORRIE BUSH CRAWFORD
CHRISTOPHER EUGENE CABRI
CHARLES EDWARD DRAKE
Dustin William Wood

Within 25 miles of Mount Carmel, SC, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $2.74T in combined regulatory AUM across 288,686 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 Mount Carmel

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 SILVER OAK SECURITIES, INC. 42 clients · 119 advisers $2.45B AUM