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Best financial advisors in Summerville, SC

Registered advisers within 25 miles of Summerville, SC.

Offices
297
Firms
147
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,634,833 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE SECURITIES, LLC
WELLS FARGO CLEARING SERVICES, LLC
HFG CAPITAL
PREMIER WEALTH PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
GENEROUSWEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MWA FINANCIAL SERVICES INC.
PFS INVESTMENTS INC.

Investors

DARRELL HORACE STRICKLAND
Shawn K. Gaffin
Will Zeigler Thompson
Michael Eugene Avant
James Salmon
William Michael Lankford
DAVID HUGH THOMPSON
John Paul Palen
Anna Katherine Ponder
Christopher James Thomson
DAVID JAMES DAVIS
Josh Neil Christian
HELEN OLIMPIA BOURDIER
MEGAN MARTHA ANDERSEN
JUSTINA GERMOSEN
John Andrew Stewart
KIMSEY ALLEN HOLLIFIELD
Marie Elizabeth Freeman Fisher
ADAM JEFFREY HAGEN
RYAN EUGENE WESTMORELAND
Dominic Enzastiga
Ethan Isaac Pratt
Rachel Catherine Smith
Leslie Diane Boykin
Veronica A O'Sullivan
EDWARD CLADE CARLTON
CHRISTOPHER BRYAN MISE
SEAN MICHAEL BENNETT
John Michael Wood
Brandon M O'Higgins
Michael Todd Davenport
Amanda Joy Davis
Timothy Clayton-Cornell
LEIGHTON RYDER MITCHELL
RICHARD CHRISTOPHER CANDOR
ANGELE DAWN GERTEN
WILLIAM PEYTON MORGAN
LESTER LISHENG CHOU
JULIE COLBERT HUCKS
DOUGLAS HARLAN SMITH

Within 25 miles of Summerville, SC, Best Investors lists 147 registered investment advisory firms with 297 offices nearby, managing about $10.4T in combined regulatory AUM across 2,634,833 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 Summerville

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