&partners
37yrs
Top advisor by experience in Sumter
Financial advisors in Sumter, SC
Looking for a financial advisor in Sumter, SC? We list 44 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
44Advisors with offices here
15Median years of experience
0%At fee-only firms
17Firms represented
Largest firms here: Edward Jones (11), &partners (6), Raymond James & Associates (4).
Primerica Advisors
34yrs
Top 5% by experience in Sumter
Stifel, Nicolaus & Company
33yrs
Top 7% by experience in Sumter
Wells Fargo Advisors
32yrs
Top 9% by experience in Sumter
First Citizens Investor Services
31yrs
Top 6% by experience at First Citizens Investor Services
Ameriprise Financial Services
30yrs
Top 14% by experience in Sumter
Edward Jones
30yrs
Top 6% by experience at Edward Jones
Raymond James & Associates
29yrs
Top 17% by experience in South Carolina
Synovus Securities
28yrs
Top 19% by experience in South Carolina
LPL Financial
28yrs
Top 19% by experience in South Carolina
Edward Jones
28yrs
Top 8% by experience at Edward Jones
Stifel, Nicolaus & Company
28yrs
Top 20% by experience in South Carolina
&partners
26yrs
Top 24% by experience in South Carolina
Raymond James & Associates
26yrs
Top 25% by experience in South Carolina
SE Hunt Capital
26yrs
More experience than 74% of advisors in South Carolina
Edward Jones
25yrs
Top 12% by experience at Edward Jones
&partners
25yrs
More experience than 72% of advisors in South Carolina
State Farm Investment Management
24yrs
Top 21% by experience at State Farm Investment Management
Cetera Investment Advisers
24yrs
More experience than 70% of advisors in South Carolina
Osaic Wealth
17yrs
More experience than 56% of advisors in South Carolina
Ameritas Advisory Services
17yrs
More experience than 55% of advisors in South Carolina
Osaic Wealth
15yrs
More experience than 51% of advisors in South Carolina
LPL Financial
11yrs
11 years in the industry
Stifel, Nicolaus & Company
10yrs
10 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.