CHARLESTON FINANCIAL ADVISORS, LLC
Charleston, SC
AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
843-722-3331
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in SC
94 advisers found
SAOS CAPITAL, LLC
Mount Pleasant, SC
AUM
$239.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
843-388-9925
CONCORDE FINANCIAL RESOURCES
York, SC
AUM
$231.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
336-838-4100
DAVINCI FINANCIAL DESIGNS
Columbia, SC
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
803-741-0134
KINWELL LLC
Charleston, SC
AUM
$214.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(843) 308-1639
360 FINANCIAL PARTNERS, LLC
Mount Pleasant, SC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
843-216-1077
INTENTIONAL
Fort Mill, SC
AUM
$175.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
1-866-752-6410
J. FREEMAN & ASSOCIATES
Greenville, SC
AUM
$175.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
864-331-4400
SOUTHEAST FINANCIAL ADVISORS
Greenville, SC
AUM
$133.0M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
864-284-6511
WARREN CAPITAL GROUP
Charleston, SC
AUM
$131.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
8542468881
ADVISOR.COM
Charleston, SC
AUM
$126.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
843-284-6261
WALLICK INVESTMENTS, LLC
Columbia, SC
AUM
$126.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; LICENSING FEE FOR INDEX
803-699-9400
OAK STREET ADVISORS
Myrtle Beach, SC
AUM
$126.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
843-946-9868
HMS FINANCIAL SERVICES, LLC
Columbia, SC
AUM
$118.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
803-790-6113
METIS WEALTH MANAGEMENT & PLANNING LLC
Bluffton, SC
AUM
$114.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
843-271-6088
BLUE GRANITE CAPITAL, LLC
Charleston, SC
AUM
$108.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
843-722-7330
TAVERIK CAPITAL, LLC
Greenville, SC
AUM
$97.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
864-967-9838
MODERN CAPITAL MANAGEMENT, CO.
Mt Pleasant, SC
AUM
$90.7M
Institutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
843-892-0244
WINGSTEM WEALTH, LLC
West Columbia, SC
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
803.791.1111
PENDLETON STREET ADVISORS, LLC
Columbia, SC
AUM
$83.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-799-1301
CHARLESTON WEALTH ADVISORS
Mount Pleasant, SC
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
843-628-2892
AXIO CONSULTING GROUP
West Columbia, SC
AUM
$80.8M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ADVISED ASSETS
803-851-1935
RED TRIANGLE, LLC
Mt. Pleasant, SC
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-662-5742
PALMETTO COAST ADVISORS, INC.
Mt. Pleasant, SC
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
843-647-7270