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Best financial advisors in N Charleston, SC

Registered advisers within 25 miles of N Charleston, SC.

Offices
322
Firms
159
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,654,121 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

VERITAS WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
J. BENJAMIN FINANCIAL, LLC
OSAIC WEALTH, INC.
VALIC FINANCIAL ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HICKS FINANCIAL PARTNERS, LLC
STRATEGIC BLUEPRINT, LLC
PFS INVESTMENTS INC.
GLOBAL RETIREMENT PARTNERS LLC
MKB CONSULTING LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

KAIRENE AMBER HOLGATE
BRYAN GEORGE QUINN
Andrew Ryan Kernich
MICHAEL RAY GRUBB
BRIAN LEONARD BERRY
Ryan Stephen Selmeci
Joseph O Purter
Thomas English Furse
SCOTT SOENEN
Jeffrey Jay Malott
LARRY TODD FISHER
Jack Ryan DiMuzio
DANNY KIM YOUNG
LOUIS JOSEPH DIMUZIO
MARK ANDREW TAYLOR
RYAN B RADLOFF
MATTHEW FOREMAN
DAVID ROBINSON KORNEGAY
JOSEPH CHARLES DIAMOND
CRYSTAL NELLIE AVANT
JOSHUA D COWARD
DONALD RAY MEADE
Jordan Robert Hicks
DAVID JEFFREY ARMBRUSTER
MARI KATHRYN HENDRICKSON
DAWN ANN VARDAKAS
Dewitt Charles Miles
Darren Wilson
Sam Gene Anderson
Ryan Coughlan
Sean Nathan Delaunay
Ellen Brankovich
MICHAEL ARTHUR ROY
JARED WEBER
Baxter Barrett
Joseph Daniel Cerone
Collin Michael Flood
MARY THOMAS JOSEPH

Within 25 miles of N Charleston, SC, Best Investors lists 159 registered investment advisory firms with 322 offices nearby, managing about $10.8T in combined regulatory AUM across 2,654,121 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 N Charleston

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