AUM per client for Independent firms serving clients in South Carolina

Independent firms active in South Carolina 162 firms

Very Low $28K-$200K

Low $200K-$360K

Typical $360K-$610K

High $610K-$1.1M

Very High $1.1M-$2M

5th 20th 40th 60th 80th 95th

Median: $450K

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Firm	AUM/client	AUM	Clients	HNW client %
5Talents Investing, LLC	—	$18K	—	—
Akin Investments, L.L.C.	—	$0	—	—
Atvantis Wealth Management, LLC	—	$0	—	—
Barbco Financial	—	$1.3M	—	—
Continuum Capital Advisory, LLC	—	—	—	—
Denbigh Capital Management, LLC	—	—	—	—
Elevated Performance Investment Group, LLC	—	$0	—	—
First Rank Financial	—	$0	—	—
Fountainhead Wealth Planning	—	—	—	—
Greene Directions LLC	—	—	—	—
GWA Wealth	—	—	—	—
HanaFara	—	—	—	—
Harvest Financial Planning, LLC	—	—	—	—
High Tide Advisory LLC	—	$0	—	—
Limehouse Wealth Management LLC	—	—	—	—
MKB Consulting LLC	—	—	—	—
Professional Financial Services, Inc.	—	—	—	—
Stauffer Financial, LLC	—	—	—	—
The Charles Towne Agency	—	$100	—	—
The Rich Group, LLC	—	$0	—	—
Traina Investment Advisory	—	—	—	—
WisePath Financial Planning, LLC	—	—	—	—
WW Consulting	—	—	—	—
Aionios Capital Partners, LLC	Very High $2.5M	$2.5M	1	100%
Kingsmore Wealth Management, LLC	Low $290K	$290K	1	0%
Quantaraxia LLC	Low $350K	$350K	1	0%
Zimmer Capital Management LLC	Typical $600K	$1.2M	2	50%
Poling Capital Management, LLC	High $760K	$2.3M	3	0%
Camco, LLC	Very High $1.5M	$5.9M	4	0%
Wayfinder Wealth Warriors LLC	Very High $1.2M	$4.6M	4	0%
Williams Market Analytics LLC	Very Low $190K	$750K	4	0%
Angelroyce Wealth Advisors, LLC	Very Low $0	$0	5	0%
Jones & Co Wealth Management, Inc	Very High $1.1M	$5.4M	5	100%
Schooner Wealth Management	High $1M	$5M	5	100%
SE Hunt Capital, LLC	Low $310K	$1.6M	5	0%
Spectrum Wealth Advisors, LLC	Typical $410K	$2.1M	5	0%
FPR Investments LLC	Very High $1.6M	$9.7M	6	33%
Luther Wealth Management	Typical $460K	$2.8M	6	0%
Brockelsby Investment Services	High $950K	$6.6M	7	0%
Sedona Asset Management Services, LLC	High $790K	$5.5M	7	0%
Time & Wealth Management, LLC	Very High $1.2M	$8.4M	7	100%
Venables Financial Solutions	Very Low $23K	$160K	7	0%
Oakley Financial LLC	Very Low $44K	$350K	8	0%
Tammy Goodman Financial, LLC	High $860K	$6.9M	8	0%
Winyah Financial Services, LLC	Low $330K	$2.6M	8	0%
Adaptive Wealth, LLC	Typical $370K	$3.3M	9	0%
Eppes Wealth Management	Very Low $190K	$1.7M	9	0%
Arsenal 401K Advisors	—	—	10	0%
Palmetto Retirement Specialists, LLC	—	—	10	0%
The Bridge Financial Advisors	High $710K	$7.1M	10	20%
BG Financial Advisors, LLC	High $870K	$9.6M	11	55%
Flowrate Financial, LLC	High $780K	$8.5M	11	18%
Mullooly Wealth Planning LLC	Very Low $180K	$2M	11	0%
Covenant Investment Solutions LLC	High $750K	$9M	12	50%
Olympia Advisors LLC	Very High $2.8M	$34M	12	58%
Daniel Island Wealth Management, LLC	Very High $1.5M	$19M	13	54%
DWT Financial	Very Low $47K	$610K	13	0%
Flourish Financial Life Planning	Very Low $190K	$2.5M	13	0%
WCP Capital Management LLC	Very High $1.7M	$22M	13	62%
Mecklenburg Financial Group	Low $230K	$3.3M	14	0%
Rinascita, LLC	Very High $3.2M	$45M	14	57%
Lattice Financial, LLC	Typical $370K	$5.5M	15	0%
Multipath Wealth Magement	Typical $370K	$5.5M	15	33%
Amoeba Growth Management LLC	Very High $1.8M	$28M	16	100%
Income Growth Advisors, LLC	Low $280K	$4.4M	16	81%
South Carolina Wealth Management Group, LLC	Very Low $130K	$2.2M	16	6%
Strategic Investment Solutions, LLC	Low $300K	$4.9M	16	0%
CH Capital Management	High $820K	$14M	17	29%
Client First Advisors, LLC	Typical $500K	$8.5M	17	47%
Minas Wealth Management LLC	Very Low $94K	$1.6M	17	0%
New Albany Capital Partners, LLC	Very High $2M	$37M	18	39%
ST GOLIA Planning, LLC	Very Low $0	$0	18	100%
Capital Focus, Inc.	High $860K	$16M	19	21%
Barony Financial Group	Typical $380K	$7.5M	20	10%
Collins Advisors	High $720K	$14M	20	50%
DeMesne Investments	High $720K	$14M	20	70%
Journey Asset Management LLC	Very Low $28K	$560K	20	0%
Marshall Financial	Very Low $15K	$300K	20	0%
Stono River Wealth Management LLC	High $760K	$15M	20	45%
Continuum Wealth Management, LLC	Very High $2.2M	$46M	21	62%
Intrepid Eagle Finance LLC	Low $280K	$5.9M	21	10%
Mavericus Retirement Services LLC	Very Low $0	$0	21	100%
Meridian Financial Advisory LLC	Typical $490K	$10M	21	0%
Greenside Financial, Ltd	Very High $1.3M	$28M	22	50%
Asset Investment Solutions, LLC	—	—	23	0%
Polaris Investment Partners, Inc	High $610K	$14M	23	100%
LCV Advisors LLC	Very High $1.9M	$47M	24	63%
Provisor Asset Management LLC	Very Low $130K	$3.2M	25	0%
REX Management LLC	Typical $530K	$13M	25	0%
Sweetgrass Financial Planning, LLC	Low $310K	$7.6M	25	0%
Cognition Financial LLC	Low $290K	$7.5M	26	12%
Gugle Wealth Advisory	Very High $2M	$51M	26	58%
Holy City Prosperity, LLC	High $1M	$27M	26	27%
Mcgehee Wealth Advisory Group, Inc.	Very High $1.7M	$44M	26	42%
Palmetto Financial Planners LLC	High $790K	$20M	26	19%
TS. Mitchell Financial, LLC.	Very Low $130K	$3.5M	26	0%
Kaizen Wealth Management, LLC	Very High $2.5M	$68M	27	70%
Palmetto Wealth Management, LLC	Very High $1.2M	$32M	27	33%
Rooted Planning LLC	Typical $380K	$10M	27	0%
Andy Millard Advisory, LLC	High $690K	$19M	28	25%
Sherman Financial & Wealth Management	Very Low $190K	$5.3M	28	32%
Gordon Financial	Very High $1.6M	$46M	29	72%
Palmer Jones & Associates, Inc.	Very High $2M	$57M	29	28%
Wolff Financial	Typical $400K	$12M	29	14%
Bailey & Associates Investment Mgt. and Financial Planning LLC	Very High $1.1M	$32M	30	0%
CMC Wealth Management, LLC	Very Low $190K	$5.7M	30	0%
Silver Oak Leaf Financial Services L.L.C.	Low $290K	$8.6M	30	10%
Active Lifestyle Financial Planning	Very Low $0	$0	31	32%
Capital Wealth Group LLC	High $770K	$24M	31	35%
133 Legacy	Very Low $99K	$3.3M	33	0%
Upstate Financial Planning, LLC	Typical $380K	$12M	33	15%
Kirby Financial Associates, LLC	—	—	34	0%
LEEP Asset Management, LLC	Typical $460K	$16M	35	37%
Pearson Asset Management Company	Very Low $160K	$5.7M	35	0%
JM Tax & Financial LLC	Very Low $120K	$4.5M	36	6%
Liberty Wealth Management, LLC	Very High $1.2M	$43M	36	50%
Lifepath Advisors, LLC	Typical $470K	$17M	36	17%
Sentry Consulting, Inc.	High $790K	$29M	36	25%
MyFinancialPro, LLC	Very High $1.6M	$58M	37	49%
Atlantic Capital Investments, LLC	High $640K	$24M	38	0%
Defining Legacy Advisors	Typical $360K	$14M	38	8%
Lally Wealth Management, LLC	—	—	38	0%
Calidris Financial, LLC	High $1M	$40M	39	54%
Hankinson Wealth Advisors LLC	Very High $1.4M	$54M	39	51%
Blackhawk Financial Advisors	Typical $480K	$19M	40	48%
Fowler Wealth Management	Typical $520K	$21M	40	13%
Freitag Financial Group, LLC	Very High $1.3M	$55M	42	38%
Walker & Associates	High $960K	$40M	42	0%
Cadger Tax and Financial Inc.	Low $270K	$12M	43	5%
Coast Wealth Management Group, LLC	Very Low $180K	$7.9M	43	0%
Franklin Trend Investment Management, LLC	High $740K	$33M	44	25%
Paratus Wealth Management, LLC	Very High $1.6M	$72M	44	36%
Shadow Wealth Management, LLC	Typical $430K	$20M	46	22%
A to Z Asset Advisors, LLC	Low $330K	$16M	48	6%
Baker Asset Management, LLC	High $650K	$33M	51	27%
Money Poole...Solutions For Life, LLC	Low $290K	$15M	52	8%
Compass Financial, LLC	Low $260K	$14M	53	9%
Long River Investment Management LLC	Very High $1.5M	$81M	53	79%
Oak Capital Advisors	Very High $3.2M	$170M	53	47%
Cairn Investor Services	Very Low $46K	$2.5M	55	18%
Dreamwork Financial Group	Low $240K	$13M	55	22%
WealthCare	Low $310K	$17M	55	4%
Moore Investment Partners, LLC	Very High $1.3M	$75M	58	41%
Atlantic Retirement & Wealth Advisors LLC	High $750K	$45M	60	32%
Matthew Laydon Capital Management	Low $330K	$20M	60	17%
Opportunity Investment Group, LLC	High $1M	$62M	60	28%
Women's Worth Advisors	Typical $430K	$26M	60	0%
Ascension Wealth Advisors, LLC	Typical $420K	$25M	61	13%
Greenville Capital	High $660K	$40M	61	62%
Carolopolis Fiduciary Counsel, Inc.	Typical $410K	$25M	62	71%
Highball Advisors	Very High $1.2M	$72M	62	0%
Palmetto Coast Advisors, Inc.	High $710K	$44M	62	35%
Rollingwave Capital	Low $310K	$21M	67	40%
Charleston Wealth Advisors	Very High $1.1M	$78M	73	51%
Williams Wealth Management, Inc.	Typical $570K	$41M	73	15%
Better Things Financial Partners LLC	Very Low $160K	$12M	74	0%
Peters Financial LLC	Very Low $96K	$7.1M	74	0%
Carolina Planning Group LLC	Low $320K	$25M	77	0%
Cornerstone Investment Services, Inc.	Typical $510K	$41M	80	24%
Reconstructing Wealth	Low $290K	$23M	81	7%
Hart Investment Management Inc.	Typical $520K	$43M	82	10%
Matthews Wealth Management LLC	Typical $430K	$38M	88	26%
Hall Asset Management Group, Inc.	—	—	90	0%
H I Management Services Inc.	Very Low $65K	$6M	93	0%
Twenty Fifty Capital	Typical $480K	$47M	98	13%
Oak Capital Advisors, LLC	Typical $590K	$58M	99	36%
Beers Kight Financial Advisors, LLC	Very High $1.8M	$180M	100	100%
Harper Financial Planning	Low $350K	$35M	100	14%
Adirondack Retirement Strategies	Very Low $180K	$19M	105	8%
Cool Creek Financial	Low $330K	$34M	105	10%
Jackson Taylor Investment Securities	Very Low $150K	$16M	110	0%
Baker Wealth Advisors, LLC.	Very Low $38K	$4.3M	113	0%
Front Porch Financial Advisory	High $990K	$110M	114	42%
Lager & Company, Inc.	Low $230K	$27M	116	10%
Jones Gregg Financial, LLC	High $720K	$86M	119	59%
Veritas Investment Advisory Group LLC	Low $350K	$46M	132	15%
Matty AI Inc.	Very Low $290	$39K	135	0%
Brightworks Financial Planning LLC	High $620K	$84M	136	15%
Missional Advisor Group	Low $300K	$42M	140	11%
Culbreth Wealth Management	Typical $470K	$66M	141	18%
Turning Point Financial, Inc.	Typical $590K	$88M	150	33%
Neale Financial, LLC	Low $280K	$46M	165	4%
Blue Water Financial Investor Coaching, LLC	Typical $380K	$64M	170	8%
HMS Financial Services, LLC	Low $320K	$61M	194	37%
Coastal Wealth Advisory Services, LLC	Very Low $88K	$20M	230	3%
Nautilus Financial Group, Inc.	Low $260K	$66M	256	5%
Plan2Retire	Low $300K	$82M	271	9%
CFG Wealth Management, LLC	—	—	300	0%
Strategic Planning Corporation	Very Low $0	$0	300	9%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
J. Freeman & Associates	Typical $410K	$140M	345	13%
Investment Capital Advisors	Low $290K	$110M	373	22%
The Pilot's Advisor, LLC	—	—	530	0%

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