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Best financial advisors in Saint Matthews, SC

Registered advisers within 25 miles of Saint Matthews, SC.

Offices
39
Firms
23
Combined AUM
$3.38T
Firm-wide filings, not assets booked only here
Clients
505K
504,718 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST CITIZENS INVESTOR SERVICES, INC.
INTEGRATED ADVISORS NETWORK LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
DAVINCI FINANCIAL DESIGNS
ANCHOR INVESTMENT MANAGEMENT

Investors

Willie James Orr
Jack Nelson Rose
CHRISTOPHER CECIL LAMB
NANCY SNOW BRANHAM
Natalie Jayne Harrelson
James Cornelius Page
JENNIFER LYNN BLANCHARD
DALLAS GOODEN
Leroy Orlando Summers
ROBERT LEE UTSEY
Austin Michael Bruce
BENJAMIN CAMPBELL INGRAM
JACQUELINE ELAINE SCOTT
Helen McCuen Bennett
Yonrico Scott
MAXWELL KINCADE HOLLAND
THOMAS ANDREWS
John Moreno
Michael Shannon Coleman
Allyson Conway Sacratini
Cheyanne Natalia Powell
CRAIG MURCHISON MCDANIEL
Beau Carver
VARSHA PARIKH
Rick H Starnes
John Brandon Whitaker
Gabriel N Glover
JAMES STUART AGOSTINI
JAMES BRIAN BLACKWELDER
W PATRICK DORN
JOHN HESLEP MOORMAN
CHARLES WALKER WILLIAMS
Robert Shelton Norman
GREG LEE DUNSTON
JOY JONES WATKINS

Within 25 miles of Saint Matthews, SC, Best Investors lists 23 registered investment advisory firms with 39 offices nearby, managing about $3.38T in combined regulatory AUM across 504,718 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 Matthews

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM