Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Aiken, SC
Every SEC-registered investment adviser representative at a firm office in Aiken, with the firms that employ the most of them.
58 registered advisors work in Aiken; the most are at Edward Jones (12). 11 list the CFP designation and 47 are also registered broker representatives.
Firms with the most advisors in Aiken
| Firm | Advisors in Aiken |
|---|---|
| Edward Jones news | 12 |
| Janney Montgomery Scott LLC news | 9 |
| &Partners news | 4 |
| Ameriprise Financial Services, LLC news | 4 |
| Eagle Strategies LLC | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 3 |
| J.P. Morgan Securities LLC news | 2 |
| Wilson David Investment Advisors | 2 |
| A To Z Asset Advisors, LLC | 1 |
| Allstate Financial Advisors, LLC | 1 |
| Cornerstone Wealth Advisors, Inc. | 1 |
| First Citizens Asset Management, Inc. | 1 |
| First Dominion Wealth Advisors LLC | 1 |
| Global Retirement Partners LLC | 1 |
| Iams Wealth Management, LLC | 1 |
| Independent Advisor Alliance, LLC | 1 |
| Integrated Planning LLC | 1 |
| Integrity Alliance, LLC. | 1 |
| LPL Financial LLC news | 1 |
| Lager & Company, Inc. | 1 |
| Northwestern Mutual Investment Services, LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| Parvin Asset Management, LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Stratos Wealth Partners, Ltd. | 1 |
Advisors in Aiken, A to Z
CFP advisors in Aiken →- James AllisonFirst Dominion Wealth Advisors LLC
- Craig P. ArcherEdward Jones
- Maryann BarrettJanney Montgomery Scott LLC
- William W. BissellLPL Financial LLC
- Dean Blissit&Partners
- Judith A. BovitzWells Fargo Clearing Services, LLC
- Trey M. BrownEdward Jones
- Carlos CatoFirst Citizens Asset Management, Inc.
- William J. CoscioniWealthcare · Certified Financial Planner
- Andrew R. CoxEdward Jones
- Jason K. CraneAmeriprise Financial Services, LLC · Certified Financial Planner
- Haley A. CulpJanney Montgomery Scott LLC
- William A. DoranEagle Strategies LLC
- Adam C. DunhamJanney Montgomery Scott LLC
- Dustin B. EnnisEdward Jones
- Christa F. EvansEdward Jones
- Jennifer Feraldi&Partners
- James J. FoleyJanney Montgomery Scott LLC · Certified Financial Planner
- James B. FoleyJanney Montgomery Scott LLC
- Robert L. Freitas Jr.Stratos Wealth Partners, Ltd.
- James P. GilbertOsaic Wealth, Inc. · Certified Financial Planner
- Kathryn B. HauerWilson David Investment Advisors · Certified Financial Planner
- Thomas H. Herlong Sr.Eagle Strategies LLC · Chartered Financial Consultant
- Kelby D. HeydtEdward Jones
- Bruce E. HoveyNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Joel H. JohnsonAmeriprise Financial Services, LLC
- Daniel C. JonesEdward Jones
- David C. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dylan T. JonesEdward Jones
- Tammy Jones&Partners
- Kimberly A. KanagyAmeriprise Financial Services, LLC
- William F. KempIntegrated Planning LLC
- Bradley W. KeyAmeriprise Financial Services, LLC
- Jamin M. KingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alicia S. KoughEdward Jones
- Ned D. KoughEdward Jones
- Alexander T. LedbetterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James LovuoloJ.P. Morgan Securities LLC
- Carolyn L. LumleyA To Z Asset Advisors, LLC · Certified Financial Planner
- Martin D. LunnWilson David Investment Advisors
- Steven E. MasonState Farm Investment Management Corp.
- Laura M. McKenzieIntegrity Alliance, LLC.
- James C. Mizell IIIJ.P. Morgan Securities LLC
- Daniel B. OellerichLager & Company, Inc.
- Russell A. PadgettAllstate Financial Advisors, LLC
- William Paschal&Partners · Certified Financial Planner
- Jack S. PotzaufEagle Strategies LLC
- Richard P. PrestonParvin Asset Management, LLC
- Bonnie K. RobertsJanney Montgomery Scott LLC
- Lucinda A. SalinasCornerstone Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Peter E. SampsonJanney Montgomery Scott LLC
- Rhett N. SinclairGlobal Retirement Partners LLC · Certified Financial Planner
- Scott F. SingerJanney Montgomery Scott LLC
- Paul V. Sipala Jr.Iams Wealth Management, LLC · Chartered Financial Consultant
- Jessica StalkerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- William R. TrippIndependent Advisor Alliance, LLC
- Alexandros S. VlahosJanney Montgomery Scott LLC · Certified Financial Planner
- Michael A. YoungEdward Jones
Other cities in South Carolina
All of South Carolina →Greenville 688Columbia 520Fort Mill 498Charleston 399Mount Pleasant 313Myrtle Beach 168Spartanburg 123Mt. Pleasant 122Bluffton 121Summerville 96Rock Hill 83Lexington 82Hilton Head Island 81North Charleston 68Daniel Island 66Florence 62Mt Pleasant 59Greer 58Anderson 55Beaufort 53Simpsonville 50Seneca 40Sumter 36Pawleys Island 30
Questions
How many financial advisors are in Aiken, SC?
58 investment adviser representatives are registered at firm offices in Aiken, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 47 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Aiken?
Edward Jones, with 12 registered advisors in Aiken, followed by Janney Montgomery Scott LLC with 9.
How do I check a financial advisor in Aiken?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.