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Best financial advisors in Okatie, SC

Registered advisers within 25 miles of Okatie, SC.

Offices
130
Firms
67
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.40M
2,403,371 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
LINCOLN INVESTMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
FIRST CITIZENS INVESTOR SERVICES, INC.
VAN GROUW ADVISORS, LLC
GWN SECURITIES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
OAK ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
WALLS INVESTMENT MANAGEMENT COMPANY
AMERITAS ADVISORY SERVICES, LLC
DIVIDEND ASSETS CAPITAL, LLC

Investors

JENNIFER LEIGH NAPPLE
ANTHONY WALLACE NAPPLE
MICHAEL KENNETH BROTSKY
Natalia Donaldson
Judson A Ruhl
ANDREW WALLACE MCCROSSON
LUKE CASMIR GAWRONSKI
Austin Edward Truex
Windy L Peavey
Jona T Kimbro
KARL-HEINZ M LEROY
Matthew John Van Grouw
RONALD ERIC WOERNLE
SHAWN PATRICK MCMULLEN
Nicholas O'Connor Martin
Frederick Lewis Gaskin
Benjamin W Witcher
Hampton Howell Long
WILLIAM ERIC FOGGO
JEFFREY GORDON HULL
Shari Anna Stiles
Tyler Bottenhagen
VINCENT JOSEPH BECKER
DANA HOWARD BOTTENHAGEN
JEFFREY G HULL
GORDON LEE CRENSHAW
Rebecca Shannon Hickman
RICHARD MICHAEL SEBASTIAN
STEPHEN ARTHUR
HEATHER MCKINNEY VENRICK
JOHN CHARLES CHIACCHIERO
HEIDI OBENAUER YOSHIDA
MICHELLE ANN MYHRE
ALFRED ANTHONY CERRATI
Sarah Huie
Kevin Anthony Myhre
Richard Joseph Osmond
Adam C Tracy
RICHARD JAMES WALLS
ARNOLD NELSON PECHLER
Robert John Dickson
MARC DAVID SAURBORN
Donald Joseph Hingtgen
Joseph John Kilian
WILLIAM DONALD FORD
ALEX CHARLES MEINTEL
Emily Cales Harding

Within 25 miles of Okatie, SC, Best Investors lists 67 registered investment advisory firms with 130 offices nearby, managing about $11.4T in combined regulatory AUM across 2,403,371 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 Okatie

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM