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Best financial advisors in Sumter, SC

Registered advisers within 25 miles of Sumter, SC.

Offices
32
Firms
18
Combined AUM
$4.68T
Firm-wide filings, not assets booked only here
Clients
453K
453,379 clients when Item 5C has a number
Avg / client
$10.3M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
SYNOVUS SECURITIES, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC

Investors

RETT SHERIDAN SUMMERVILLE
Catherine King Watkins
PETER BENJAMIN WINT
Peter Alexander Richards
ISAAC MATTHEW CARR
Calvin Rhoden
LESLIE TRAVIS MCINTOSH
CHARLES VERNON NOYES
Steven Matthew Prebish
Landon Reed VanPatten
Leah E Barwick
David Thomas Felder
WILLIAM H BARNES
DRAKE H MCCORMICK
KELLY CHRISTOPHER FOY
James Ryan Chandler
DONALD DEWAYNE DANIEL
JONATHAN HENRY ZIMPLEMAN
Charles Rowland Burns
Joel Johnston Bowers
RAMON GRIER SCHWARTZ
LEROY PAYNE CREECH
CHARLES B JAMES
BRENLEY ELIZABETH DAVIS
PRESTON REID SCHWARTZ
MILTON SCHWARTZ
Savannah Grace DuBose
VANYA JUSTINE HINES
James Laurence Welch
John Blake English
MALINDA STARR Williams
Lee R Roberts

Within 25 miles of Sumter, SC, Best Investors lists 18 registered investment advisory firms with 32 offices nearby, managing about $4.68T in combined regulatory AUM across 453,379 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 Sumter

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM