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Best financial advisors in White Pond, SC

Registered advisers within 25 miles of White Pond, SC.

Offices
30
Firms
19
Combined AUM
$5.55T
Firm-wide filings, not assets booked only here
Clients
800K
799,976 clients when Item 5C has a number
Avg / client
$6.94M
Combined AUM ÷ clients

Nearby offices

Firms

PALMETTO RETIREMENT SPECIALISTS, LLC
WILSON DAVID INVESTMENT ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
WEALTHCARE
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
XRC INVESTMENT ADVISORS LLC
PIPER VENTURES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INTEGRATED PLANNING LLC

Investors

RONNY HORTON HAIR
Patrick Carter Hauer
David Charles Jones
Christa Farr Evans
Jessica Stalker
WILLIAM JOSEPH COSCIONI
Dylan T Jones
Dustin Brooks Ennis
JONATHAN ANDREW LABRADOR
James Lovuolo
James C. Mizell
RUSSELL ALLEN PADGETT
Gerry L Owen
Jason Kyle Crane
KIMBERLY ANN KANAGY
Michael James Byrns
Trey Martin Brown
Andrew Roland Cox
Kelby Dugan Heydt
BRUCE E HOVEY
Brandon Hasting Williams
William Fitzhugh Kemp

Within 25 miles of White Pond, SC, Best Investors lists 19 registered investment advisory firms with 30 offices nearby, managing about $5.55T in combined regulatory AUM across 799,976 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 White Pond

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 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM