INTELLIGENT INVESTING
Greenville, SC
AUM
$54.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
864-679-0500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in SC
199 advisers found
INTELLIVEST WEALTH MANAGEMENT
Boiling Springs, SC
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
864-598-0000
EAGLES COAST WEALTH MANAGEMENT, LLC
Daniel Island, SC
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(843) 800-0491
M CAPITAL WEALTH MANAGEMENT, LLC
Cheraw, SC
AUM
$49.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
843.537.4804
ADVANCED PLANNING, INC.
Greenville, SC
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
864-242-1914
TWENTY FIFTY CAPITAL
Mt Pleasant, SC
AUM
$47.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(321) 298-8633
LIBERTY WEALTH MANAGEMENT, LLC
Hilton Head Island, SC
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(843) 476-4772
MCGEHEE WEALTH ADVISORY GROUP, INC.
Indian Land, SC
AUM
$45.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-733-9844
CALIDRIS FINANCIAL, LLC
Charleston, SC
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
917-451-3141
SOUTHERN CAPITAL MANAGEMENT CORPORATION
Charleston, SC
AUM
$43.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
888-528-8205
ROGERS FINANCIAL ADVISORY GROUP, LLC
Greenville, SC
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
864-250-1376
MISSIONAL ADVISOR GROUP
Mount Pleasant, SC
AUM
$42.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
630-248-3575
GREENVILLE CAPITAL
Greenville, SC
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
864-979-0000
MATTHEWS WEALTH MANAGEMENT LLC
Greenville, SC
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(864) 527-5982
J. BENJAMIN FINANCIAL, LLC
Mount Pleasant, SC
AUM
$38.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(843) 352-3262
PREMIER WEALTH PARTNERS, LLC
Summerville, SC
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
843-501-2778
FLIP FLOPS AND PEARLS FINANCIAL PLANNING
Mount Pleasant, SC
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(843) 329-7545
A. J. BROOKER FINANCIAL ASSOCIATES
Columbia, SC
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
803-530-2760
VERITAS WEALTH MANAGEMENT LLC
Charleston, SC
AUM
$26.5M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
843-408-0611
WOMEN'S WORTH ADVISORS
Hilton Head Island, SC
AUM
$26.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
843-681-7526
ASCENSION WEALTH ADVISORS, LLC
Mt. Pleasant, SC
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-584-8326
DANIEL ISLAND WEALTH MANAGEMENT, LLC
Daniel Island, SC
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
843-329-7444
CAPITAL WEALTH GROUP LLC
Columbia, SC
AUM
$23.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
803-250-6464
C2G CAPITAL MANAGEMENT LLC
Summerville, SC
AUM
$21.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
843-553-9899