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Best financial advisors in Sheldon, SC

Registered advisers within 25 miles of Sheldon, SC.

Offices
81
Firms
48
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.89M
1,889,864 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
APRICUS WEALTH LLC
VERITY INVESTMENT PARTNERS
AE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDIVISIBLE PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERITAS ADVISORY SERVICES, LLC
DIVIDEND ASSETS CAPITAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Armin H Wahl
JOSEPH J COSTIGAN
WILLIAM WYMOND VERITY
David Alexander Poole
JONATHAN GEORGE VERITY
PAULA MURRAY VERITY
MICHAEL PAUL KUEHN
MICHAEL WAYNE NIX
ANDREW KEVIN JONES
JESSICA LEIGH RUSNOCK
EDWARD PINCKNEY TAYLOR
CHARLES COLLINS ANDERSON
MICHAEL ANDREW KLAIBER
Jay Lynn Johnson
Albert David Fancher
WILLIAM KINCHEN ABBOTT
KATHERINE CUPPIA PHIFER
WHITNEY HAYS MCDANIEL
Kamila McDonald
JOHN SOUTHALL SUMNER
HARRIET CARSON BRUCE
WILLIAM CHARLES TUMLIN
Gregory W Dyson
PATRICK N CUNNINGHAM
JOHN CORNELIUS TROUTMAN
A D TROUTMAN
KIMBERLY TIMMERMAN KEYSERLING
Leah Kutil
Susan Alvarez
Samuel Patrick Keeler
Jack Cunningham
KATHERINE YVONNE YOUNCE
W G Clark
MATTHEW MOELLER
Christopher W Tieland
AMY JEAN BOWMAN
Sandra Mae Shults
OWEN KENNETH HAND
HERBERT R TANNER
Robyn S Clevinger
JOSHUA MCKNIGHT GLENN
Brian Thomas Richter
JENNIFER LEIGH NAPPLE
ANTHONY WALLACE NAPPLE
ARNOLD NELSON PECHLER
Robert John Dickson
MARC DAVID SAURBORN
Donald Joseph Hingtgen
Joseph John Kilian
WILLIAM DONALD FORD
ALEX CHARLES MEINTEL
Emily Cales Harding
Nicholas O'Connor Martin

Within 25 miles of Sheldon, SC, Best Investors lists 48 registered investment advisory firms with 81 offices nearby, managing about $10.6T in combined regulatory AUM across 1,889,864 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 Sheldon

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