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Best financial advisors in Saint Andrews, SC

Registered advisers within 25 miles of Saint Andrews, SC.

Offices
317
Firms
158
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,654,121 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

SHERMAN FINANCIAL & WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DANIEL ISLAND WEALTH MANAGEMENT, LLC
GREAT ELM CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CARROLL INVESTORS, INC.
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CARSWELL INVESTMENTS, LLC
EAGLES COAST WEALTH MANAGEMENT, LLC
INCOME GROWTH ADVISORS, LLC

Investors

PATRICK EWING SHERMAN
Eugene Gaillard Johnson
AMY COOPER COLE
ROBERT EDWARD BLITCH
Paula Ann Conti
LEO JEROME MCLAUGHLIN
ANDREW WILLIAM CRAIG
JAMES BARNETT PLATZER
AMANDA SCHRAMA
MARY BETH HARLOW
DAVID DREW DILLINGHAM
Manuel Jimenez
Taylour Elaine Schutter
Jacob Andrew Wright
Nicholas Kalkas
PAUL ALOTTA
GEORGE F DEBNAM
Lauren Ravenel
HENRY LENOBLE RAVENEL
Anthony Arthur Valentino
Allan John Proske
William Edward Petzold
Amy Marin Nagel
MARIA BETHANY HOWE
STEPHEN DARRYL CARROLL
BENJAMIN M DECKER
BRANDON RUSSELL WILSON
Joshua A DeLong
KRISTIN N MANNA
MICHAEL STEVEN HUSKEY
BENJAMIN BERND FOGG
John Patrick Wilder
Emily Anne Adams
ALEXIS STEPHANIE ALMA TUCKER
JODY CHARLES HYDEN
AARON M WATKINS
Sean Thomas O'Keefe
DANIEL CHARLES STRECKER
STEVEN ROGER PICKARD
PAUL S MARTIN
Matthew Stone
TYSON THOMAS HALSEY
JOHN FRANK DIRKS
KIMBERLY SUE MATHEWES
RAIHAN SAMNANI
TERA NICOLE BISHOP
CARLEY ANN ELVIS
SCOT ROB HICKS
JAMES ROBERT VALE
JUD SWAIM CRARY
CHAD THOMAS BROWN
APRIL MCKINNEY
JESSICA R HARPER
CURT O HALL
JONATHAN EUGENE HUNGERFORD
LANCE ALLEN PAULSON
JOHN RICHARD ROSS
COURTNEY CRAMER
BRIAN RICHARD ZALAKAR
BREANNA JANELLE OHEARN
JOEL SCHOONOVER
EVAN GREGORY KING
DAVID MICHAEL FABIAN
JEFFREY LAMAR BURTON
ROBERT ROTSTAN
STEVEN JAY MEYER
WILLIAM ALEXANDER ROUSE
BRIAN DOUGLAS STEWART
STUART F HENNESSEY
WENDY BEHNER
DANIEL STUART MASON
NICOLE ALEXANDRIA DUBIN
ALAN BRIAN WATTS
JAMES HAROLD LEONARD
JUSTIIN DODDS

Within 25 miles of Saint Andrews, SC, Best Investors lists 158 registered investment advisory firms with 317 offices nearby, managing about $10.8T in combined regulatory AUM across 2,654,121 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 Saint Andrews

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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