Best financial advisors in Peak, SC

Registered advisers within 25 miles of Peak, SC.

Offices

216

Firms

85

Combined AUM

$11.5T

Firm-wide filings, not assets booked only here

Clients

2.73M

2,727,567 clients when Item 5C has a number

Avg / client

$4.20M

Combined AUM ÷ clients

Nearby offices

B. RILEY WEALTH ADVISORS, INC.

520 Columbia Avenue
Chapin, SC 29036

WELLS FARGO CLEARING SERVICES, LLC

168 COLUMBIA AVE
CHAPIN, SC 29036

MML INVESTORS SERVICES, LLC

231 COLUMBIA AVENUE
CHAPIN, SC 29036

KEEN CAPITAL, LTD

118 COLUMBIA AVENUE
CHAPIN, SC 29036

AMERIPRISE FINANCIAL SERVICES, LLC

215-B BEAUFORT ST
CHAPIN, SC 29036

EDWARD JONES

105 VIRGINIA ST
CHAPIN, SC 29036

EDWARD JONES

425 LEXINGTON AVE STE D
CHAPIN, SC 29036

KEEN CAPITAL, LTD

510 LEXINGTON AVENUE SUITE 101
CHAPIN, SC 29036

J.P. MORGAN SECURITIES LLC

150 Laguna Vista Dr
Irmo, SC 29063

10.3 miles away

CETERA INVESTMENT ADVISERS LLC

201 MINISTRY DR
IRMO, SC 29063

11.4 miles away

LPL FINANCIAL LLC

110 MINISTRY DR STE A
IRMO, SC 29063

11.4 miles away

EDWARD JONES

126 GRACE STREET
PROSPERITY, SC 29127

11.9 miles away

J. W. COLE ADVISORS, INC.

7921 Broad River Road
Irmo, SC 29063

12.3 miles away

LPL FINANCIAL LLC

7816 BROAD RIVER RD
IRMO, SC 29063

12.6 miles away

TREK FINANCIAL

7554 Woodrow St. Suite 107
Irmo, SC 29063

13.2 miles away

LPL ENTERPRISE, LLC

7421 COLLEGE STREET SUITE 101
IRMO, SC 29063

13.5 miles away

EDWARD JONES

7436 FOREST COURT SUITE 101
IRMO, SC 29063

13.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1009 Lake Murray Blvd
Irmo, SC 29063

13.6 miles away

CHARLES SCHWAB & CO., INC.

952 Lake Murray Blvd Unit D
Irmo, SC 29063

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

6226 Bush River Rd Ste B
Columbia, SC 29212-0998

13.6 miles away

Firms

B. RILEY WEALTH ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

MML INVESTORS SERVICES, LLC

KEEN CAPITAL, LTD

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

J. W. COLE ADVISORS, INC.

LPL ENTERPRISE, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CHARLES SCHWAB & CO., INC.

Investors

SHAWN PATRICK KENNEY

DAVID BRUCE MULHOLLAND

ROY LEE WINTERS

CHRISTOPHER KIRBY MCCLURE

MICHAEL O'SHAUGHNESSEY

THOMAS ANTHONY GORE

MATTHEW THOMAS PERRY

Harry Emanuel Cromer

Erica Fonda Sellers

Jeremiah David Barwick

KATHERINE MARIE HOLLENBECK

Dontrelle Inman

ROGER FRANCIS COLCHIN

ERIC DILLON RIVERS

LORENA MICHELLE EDWARDS

JOEL CLAYTON TALIAFERRO

DUNCAN EDWARD WHITE

Myron John Hunt

BEATRICE E POLAK

RICHARD T KINNEY

PAUL VINCENT MERZ

Daniel Dean Hoefer

THERESA B MILEY

Michael John Powers

Jackson Reeves Brazell

John Edward Brazell

JOHN DAVID STRAWHORN

Within 25 miles of Peak, SC, Best Investors lists 85 registered investment advisory firms with 216 offices nearby, managing about $11.5T in combined regulatory AUM across 2,727,567 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 Peak

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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