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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in SC
199 advisers found
THE BEDMINSTER GROUP
Bluffton, SC
AUM
$199.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
843-705-5544
OCEANSIDE ADVISORS LLC
Mount Pleasant, SC
AUM
$191.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
843-830-6568
KEEN CAPITAL, LTD
Chapin, SC
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
803-941-4444
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
ALLISON INVESTMENT MANAGEMENT, LLC
Columbia, SC
AUM
$170.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-806-8400
FRONTLINE HEALTHCARE PARTNERS
Charleston, SC
AUM
$168.1M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
854-500-9780
IVY EVERGREEN, LLC
Charleston, SC
AUM
$155.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
843-606-6014
AUM
$152.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-801-1977
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
Greenville, SC
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
864-920-3155
WILDES FINANCIAL STRATEGIES, INC
Georgetown, SC
AUM
$138.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-485-4371
SQN VENTURE PARTNERS, LLC
Charleston, SC
AUM
$137.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
877-485-4840
ANDERSON GRIGGS INVESTMENTS
Rock Hill, SC
AUM
$133.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
803-324-5044
V.M. MANNING & CO., INC.
Greenville, SC
AUM
$133.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
864-232-8231
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
TIDAL CREEK CAPITAL ADVISORS
Bluffton, SC
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
843-540-1149
TIDEHAVEN WEALTH, LLC
Mount Pleasant, SC
AUM
$125.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
843-284-8040
BRICKELL KEY ASSET MANAGEMENT LIMITED
St.. Peter Port, SC
AUM
$119.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44-1481-726-034
HMS FINANCIAL SERVICES, LLC
Columbia, SC
AUM
$118.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
803-790-6113