Bluffton investment firm ranked among largest in U.S.

info@islandpacket.comJanuary 8, 2014 

Oak Advisors, LLC was named one of the largest fee-only registered investment advisory firms in the U.S. in the December edition of InvestmentNews, an industry magazine.

The Bluffton-based firm also ranks among the top 10 in the state in assets under management and the top 5 when measured by average account size, according to a news release.

Located in the Plaza at Belfair, the firm provides financial planning, investment advice, portfolio management, and performance monitoring for individuals, corporations, trustees and administrators, according to its website.

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