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 Trusts & Estates advisors in SC
166 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
JACKSON FINANCIAL SERVICES, LLC
Mt. Pleasant, SC
AUM
$498.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
800-752-2354
FUSION CAPITAL, LLC
Mt. Pleasant, SC
AUM
$492.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
843-972-0065
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
AUM
$443.9M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
843-209-9230
PRIMETRUST ADVISORS LLC
Greenville, SC
AUM
$421.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-552-4020
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
GOEPPER BURKHARDT LLC
Greenville, SC
AUM
$380.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
864-370-3244
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
APRICUS WEALTH LLC
Beaufort, SC
AUM
$335.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
610-329-4899
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
BCA PRIVATE WEALTH, INC.
Greenville, SC
AUM
$317.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-322-6046
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