Best Investors Account Sign in

Best financial advisors in Santee, SC

Registered advisers within 25 miles of Santee, SC.

Offices
13
Firms
7
Combined AUM
$1.58T
Firm-wide filings, not assets booked only here
Clients
122K
121,548 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
&PARTNERS
FIRST RANK FINANCIAL

Investors

Helen McCuen Bennett
Jack Nelson Rose
JENNIFER LYNN BLANCHARD
Leroy Orlando Summers
Willie James Orr
DALLAS GOODEN
ROBERT LEE UTSEY
Natalie Jayne Harrelson
James Cornelius Page
CHRISTOPHER CECIL LAMB
NANCY SNOW BRANHAM
Derrick Clifton Fort
Jesse A Surette
Daniel Whitman Jordan
Jonathan Dale Everett

Within 25 miles of Santee, SC, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $1.58T in combined regulatory AUM across 121,548 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 Santee

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 &PARTNERS 535 advisers $30.3B AUM 5 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM