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Best financial advisors in Neeses, SC

Registered advisers within 25 miles of Neeses, SC.

Offices
12
Firms
8
Combined AUM
$2.36T
Firm-wide filings, not assets booked only here
Clients
331K
331,158 clients when Item 5C has a number
Avg / client
$7.14M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PALMETTO RETIREMENT SPECIALISTS, LLC
WINGSTEM WEALTH, LLC

Investors

CHRISTOPHER CECIL LAMB
NANCY SNOW BRANHAM
Natalie Jayne Harrelson
James Cornelius Page
ROBERT LEE UTSEY
DALLAS GOODEN
Leroy Orlando Summers
JENNIFER LYNN BLANCHARD
Willie James Orr
Jack Nelson Rose
GEOFFREY COLIN TURNER
RONNY HORTON HAIR
BLAKE DEONNE AMICK

Within 25 miles of Neeses, SC, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $2.36T in combined regulatory AUM across 331,158 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 Neeses

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 WINGSTEM WEALTH, LLC 2 advisers $89.7M AUM