DIVIDEND ASSETS CAPITAL, LLC
Ridgeland, SC
AUM
$540.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
843.645.9700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in SC
94 advisers found
MORRIS FINANCIAL CONCEPTS, INC.
Mount Pleasant, SC
AUM
$538.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
843-884-6192
STOKES CAPITAL ADVISORS, LLC
Greenwood, SC
AUM
$499.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
864-450-9051
OBJECTIVITY SQUARED WEALTH MANAGEMENT
Charleston, SC
AUM
$487.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(843) 212-2805
MATCH GRADE ADVISORS
Greenville, SC
AUM
$479.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
864-250-0661
WEBSTERROGERS FINANCIAL ADVISORS, LLC
Florence, SC
AUM
$460.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
843-665-6321
HARDIN CAPITAL PARTNERS, LLC
Greenville, SC
AUM
$447.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
864-252-4200
HILTON HEAD CAPITAL PARTNERS, LLC
Hilton Head Island, SC
AUM
$409.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
843-790-7573
BALLAST ROCK PRIVATE WEALTH
Charleston, SC
AUM
$405.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
(800) 204-2513
GUNDERSON CAPITAL MANAGEMENT
Mount Pleasant, SC
AUM
$395.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
760-846-2046
FAMILY LEGACY, INC.
Greenville, SC
AUM
$377.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(864) 233-0808
HANOVER ADVISORS, INC
Seneca, SC
AUM
$354.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; DPL, NITROGEN
864-235-6760
NORRIS FINANCIAL GROUP, LLC
Greenville, SC
AUM
$353.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-235-6408
CORE ADVISORY GROUP
Rock Hill, SC
AUM
$338.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
803-323-8706
CATAWBA RIVER CAPITAL
Lake Wylie, SC
AUM
$325.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
803-831-0911
NICHOLSON WEALTH MANAGEMENT GROUP
Charleston, SC
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
843-790-2625
CAROLINA WEALTH ADVISORS
Myrtle Beach, SC
AUM
$313.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(843) 448-4425
AUM
$304.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
904-280-6767
AUM
$299.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
864-334-5188
COPPERLEAF CAPITAL, LLC
Clover, SC
AUM
$281.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
919-787-9725
RIVERBEND WEALTH MANAGEMENT, LLC
Myrtle Beach, SC
AUM
$281.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(843) 970-1049
CAPASSO PLANNING PARTNERS LLC
Charleston, SC
AUM
$274.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
843-608-8487
JP WEALTH MANAGEMENT, INC.
Mt. Pleasant, SC
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-562-6969
HARBOUR WEALTH MANAGEMENT GROUP, INC.
Daniel Island, SC
AUM
$266.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
843-377-8448