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Best financial advisors in Surfside Beach, SC

Registered advisers within 25 miles of Surfside Beach, SC.

Offices
126
Firms
51
Combined AUM
$6.96T
Firm-wide filings, not assets booked only here
Clients
1.23M
1,232,308 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
SILVER OAK SECURITIES, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AE WEALTH MANAGEMENT, LLC
FIRST COMMAND ADVISORY SERVICES
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
FARTHER
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LIMITED EDITION CAPITAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Justin N Jordan
James Samuel Burcham
GEOFFREY DANIEL STEPHENS
Shaun David Walsh
CHARLES HOWARD FITZPATRICK
DANIEL ESTON HARRELL
Audrey Kim Williamson
HENRY MARSHALL JEFFERSON
Sarah Renee Squire
Dakota Wibel
Christopher A Medeiros
Derrick A Sehein
EDWARD JOHN SABO
Russell Monroe Greene
WILLIAM STARK MCNEER
Nadejda Kostova
Rebeccah Paonita
MICHAEL EARL COWELL
Luiz Fernando Bara Faria
Kabuzi Mdika Mkandawire
CATHY LYNN BYRNSIDE

Within 25 miles of Surfside Beach, SC, Best Investors lists 51 registered investment advisory firms with 126 offices nearby, managing about $6.96T in combined regulatory AUM across 1,232,308 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 Surfside Beach

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM