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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in SC
199 advisers found
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
VICTORIA CAPITAL MANAGEMENT, INC.
Charleston, SC
AUM
$305.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
843-342-3044
YON DRAKE & ASSOCIATES INC
Columbia, SC
AUM
$304.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
803-256-1212, X29
AUM
$304.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
904-280-6767
TRUNORTH ADVISORS
Greenville, SC
AUM
$300.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
(864) 800-1831
AUM
$299.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
864-334-5188
OAK ADVISORS, LLC
Bluffton, SC
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-757-9339
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
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
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
BOWSIDE CAPITAL, LLC
Charleston, SC
AUM
$229.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
843-725-7500
BREACH INLET CAPITAL MANAGEMENT, LLC
Mt. Pleasant, SC
AUM
$227.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-680-9012
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
COASTLINE COMPLETE WEALTH LLC
Bluffton, SC
AUM
$213.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
843-379-1300