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Best financial advisors in New Ellenton, SC

Registered advisers within 25 miles of New Ellenton, SC.

Offices
95
Firms
49
Combined AUM
$9.68T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,371,770 clients when Item 5C has a number
Avg / client
$7.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
INTEGRATED PLANNING LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EAGLE STRATEGIES LLC
STRATOS WEALTH PARTNERS, LTD
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PALMETTO RETIREMENT SPECIALISTS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
VALIC FINANCIAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WYNN CAPITAL
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CHOREO, LLC
LPL FINANCIAL LLC

Investors

Alicia Scalia Kough
Ned Deforrest Kough
Brandon Hasting Williams
William Fitzhugh Kemp
BRUCE E HOVEY
Jack Steven Potzauf
WILLIAM ANDREW DORAN
ROBERT LAWRENCE FREITAS
STEVEN EUGENE MASON
JOEL HOCKEN JOHNSON
Craig Paul Archer
JAMES PATRICK ROONEY
RONNY HORTON HAIR
KEVIN ANDREW HUNT
GEORGE FREDERICK CLAUSSEN
ROSS FLOYD DOUGLAS
ERIC RAYMOND SWIERSKI
DERRICK R MERCK
CHARLES Z MAHAFFEY
ELKE DE LA CRUZ
KRISTIN RENEE CRUZ
TRUITT FORRESTER
WILLIAM E BOTTOMLEY
AMY L CORBITT
JOHN ALLAN WHITWELL
SUSAN K YAEGER
Raziyah F Williams
John Steven Ellinger
Brent Odell Hardy
David B Van Lenten
BRIAN JOSEPH O'SHEA
Meredith Herrington
DOUGLAS GRAVES
Bradley Thomas Burton
Cara Ann Gorman
John Goodwin
BENNETT ATHERTON YORT
JAMES EDWARD BRADFORD
WILLIAM PINKNEY CASKEY
JAMES LELAND ADAMS
BRETT MICHAEL WILSON
Lacey Kilpatrick
Meredith Lee Guedry
James Lovuolo
ROBERT S WYNN
Michael Emmett Turner
Joshua Mansfield Baker
RANDALL JOE SNIPES
STEPHEN JOHN ANACLERIO
JASON ANDREW JENKINS
JAMES B KEITH
Brian Zachary Teffeteller
HEATHER S ATKINSON
MEI PO TSANG
CHARLES HERBERT MARVIN
TERRY MEERS WATKINS
SANDRA J VANTREASE
LISA JEMAIL NOVELLO
MICHAEL WILLIAM REESE
Emily Jimenez
Leigh Porterfield Teffeteller
JESSICA MARIE WOOD
DAVID LAWRENCE MCDANIEL
CAMILLE LEA SUTTON
EDMOND M. SMITH
ALLISON BECTON BARKSDALE
JEREMY ELTON WILSON
WILLIAM ALLEN NELSON
ANDREW HEWITT FINCH
CHARLES F JENKINS
HEATHER SEGREST BENTLEY
RHADI LATIF
ANNA MARIE GETZINGER
THOMAS YOUNGBLOOD PLOWDEN
MARK TIMOTHY MAUND
RICHARD DAVID CUNDEY
Michael Francis Ingham
Loren Shane Fields
DAGAN JAMES SHARPE

Within 25 miles of New Ellenton, SC, Best Investors lists 49 registered investment advisory firms with 95 offices nearby, managing about $9.68T in combined regulatory AUM across 1,371,770 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 New Ellenton

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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