AUM per client for Supported firms serving clients in South Carolina

Supported firms active in South Carolina 199 firms

Very Low $120K-$330K

Low $330K-$510K

Typical $510K-$830K

High $830K-$1.5M

Very High $1.5M-$2.7M

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

Median: $700K

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Firm	AUM/client	AUM	Clients	HNW client %
Jackson Financial Services, LLC	High $900K	$500M	551	32%
Hardin Capital Partners, LLC	High $860K	$430M	504	19%
Toomey Investment Management, Inc	Very Low $240K	$310M	1,291	6%
Yeisley Wealth Solutions, Inc.	Very Low $170K	$74M	425	1%
Gunderson Capital Management	Typical $570K	$390M	694	15%
San Blas Advisory, Inc.	Very Low $330K	$220M	664	9%
McKee Investment Planning, Inc.	Very Low $150K	$99M	647	4%
Bowen Wealth	Very Low $290K	$86M	302	9%
In Touch Financial Services	Very Low $250K	$72M	290	6%
Masterplan Retirement Consultants	—	—	290	0%
Rhino Wealth Management	Very Low $280K	$80M	285	10%
Stokes Capital Advisors, LLC	Very High $1.6M	$450M	277	40%
Palmetto Private Wealth, LLC	Very Low $120K	$58M	478	0%
Metis Wealth Management & Planning LLC	Very Low $240K	$110M	461	7%
Bodnar Financial Advisors, Inc.	—	—	410	0%
C F Parks Inc	Low $480K	$97M	202	15%
The Pension Group	Very Low $300K	$180M	599	2%
Summit Capital Inc.	High $910K	$180M	193	38%
Bountiful Investment Management LLC	Very Low $290K	$160M	560	2%
Saos Capital, LLC	Low $420K	$230M	536	15%
IntelliVest Wealth Management	Very Low $150K	$54M	351	3%
Fusion Capital, LLC	Typical $700K	$490M	700	17%
Hilton Head Financial Advisors, Inc.	Very High $2M	$350M	172	23%
Carswell Investments, LLC	Very High $1.7M	$290M	171	22%
Capasso Planning Partners LLC	Typical $760K	$260M	340	18%
J. L. Perkins Wealth Management, LLC	Low $420K	$140M	339	2%
Pawleys Investment Advisors, LLC	Very Low $270K	$86M	315	17%
Southeast Financial Advisors	Low $380K	$130M	303	0%
D & G Advisory Group, L.L.C.	Typical $650K	$190M	293	31%
Candace Shira Associates, LLC	High $1M	$440M	431	39%
Advisor.com	Very Low $300K	$130M	426	5%
C2G Capital Management LLC	Very Low $150K	$21M	140	0%
Kovalcik & Geraghty Wealth Partners LLP	High $1.1M	$300M	277	38%
AMFG Wealth Management LLC	Very Low $98K	$53M	547	2%
Intentional	Low $430K	$170M	395	11%
Wildes Financial Strategies, Inc	Low $330K	$130M	395	7%
GuidedQuest, LLC	—	—	247	0%
Founder Family Financial, LLC	Very High $2.6M	$310M	121	60%
Norris Financial Group, LLC	High $900K	$330M	362	22%
Northstar Advisory Group, LLC	High $1M	$360M	361	31%
Carolina Financial Advisors, Inc.	Low $510K	$240M	473	10%
Aldebaran Financial Inc	Typical $580K	$200M	350	12%
White Oak Financial Management, Inc	Low $400K	$140M	350	11%
Concorde Financial Resources	High $980K	$230M	231	32%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Wealth Rabbit	Very Low $5.4K	$1.2M	220	1%
Strategic Wealth Partners LLC	Low $480K	$100M	212	100%
Act Advisors	High $1.1M	$480M	420	30%
Convergent Financial Group	Low $340K	$72M	210	23%
Gragg Financial	Typical $510K	$160M	310	18%
Cairn Investment Group	High $1.2M	$380M	309	39%
Nicholson Wealth Management Group	High $1.4M	$300M	205	40%
Fiduciary Capital, Inc.	Very Low $230K	$68M	298	11%
Charleston Financial Advisors, LLC	High $1.3M	$250M	196	45%
Alere Planning LLC	High $1M	$200M	195	33%
Cornerstone Wealth Planning	Typical $540K	$100M	195	16%
VCP Financial LLC	Very Low $290K	$110M	385	65%
360 Financial Partners, LLC	Typical $710K	$200M	285	26%
The Bedminster Group	High $1M	$200M	189	31%
Parvin Asset Management, LLC	Very High $1.8M	$160M	94	41%
WealthPoint Advisors	Low $380K	$140M	375	8%
Horizons Wealth Management	High $880K	$250M	281	25%
Coastline Complete Wealth LLC	High $1.1M	$210M	186	35%
Applewhite & Buys Financial Advisors	Typical $830K	$150M	185	30%
Magnolia Financial Planning Services, Inc.	Typical $760K	$210M	276	32%
Beacon Financial Advisers, Inc.	High $1M	$91M	91	53%
Novus Advisors	Very Low $220K	$59M	267	6%
Legacy Planning Advisors, LLC	High $880K	$230M	265	28%
Catawba River Capital	High $1.1M	$290M	257	46%
Scipio Financial LLC	Very Low $78K	$13M	171	0%
Diazo, LLC	Typical $620K	$210M	339	14%
Hardwick Capital Management, LLC	Very Low $120K	$19M	167	14%
Graylark Financial, LLC	Typical $570K	$48M	83	48%
HFG Capital	Very Low $79K	$13M	166	0%
McGinn Penninger Investment Management Inc.	Low $360K	$120M	331	100%
Runey & Associates Wealth Management	Typical $640K	$100M	165	56%
Wallick Investments, LLC	Low $500K	$120M	247	12%
Advanced Planning, Inc.	Very Low $300K	$49M	164	14%
Harvest Capital Assets, LLC	Very Low $290K	$72M	246	4%
Red Triangle, LLC	Low $370K	$61M	164	16%
Wealthspan Investment Management, LLC	Very Low $290K	$93M	326	8%
WMGNA	High $1.1M	$350M	326	30%
Goepper Burkhardt LLC	Very High $1.5M	$380M	243	58%
Hanover Advisors, Inc	Very High $1.5M	$350M	242	34%
Integrated Planning LLC	Low $480K	$77M	161	13%
Seastrunk Financial Management, LLC	Low $450K	$72M	161	15%
Felton & Peel Wealth Management, Inc.	Low $430K	$33M	78	12%
Oak Street Advisors	Typical $810K	$120M	155	26%
Lang Capital	Typical $700K	$110M	152	20%
The Marin Group Inc.	Typical $800K	$120M	150	17%
Copperleaf Capital, LLC	High $880K	$260M	297	33%
Veritas Wealth Management LLC	Very Low $160K	$23M	147	0%
Crown Private Wealth, LLC	Low $450K	$62M	138	9%
J. Benjamin Financial, LLC	Very Low $280K	$38M	138	3%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Macaulay & Associates, LLC	Typical $590K	$81M	137	24%
Abbot Financial Management, Inc.	Very High $1.5M	$290M	202	43%
Audible Wealth Management	Very Low $150K	$39M	269	3%
One Life Financial Group, Inc.	Typical $590K	$120M	200	32%
IA Network, LLC	Typical $740K	$190M	259	24%
Eagles Coast Wealth Management, LLC	Low $390K	$50M	129	9%
Barnes Dennig Private Wealth Management, LLC	High $960K	$180M	191	3%
Flying Point Financial, Inc.	High $1.1M	$200M	191	41%
Executive Money Managers, Inc.	Low $410K	$100M	252	9%
Van der Noord Financial Advisors, Inc.	High $1.2M	$150M	126	46%
Atlantis Wealth Advisors LLC	Typical $560K	$140M	248	10%
Stravolo Wealth Management, LLC	Very Low $140K	$8.9M	62	0%
Kinwell LLC	Typical $760K	$94M	123	28%
Brindle & Bay Financial Advisors, LLC	High $1M	$180M	184	38%
Cunningham Wealth Management	Typical $510K	$94M	184	10%
Warren Capital Group	Low $380K	$68M	181	37%
Oceanside Advisors LLC	Typical $760K	$180M	240	71%
Tassel Capital Management, Inc	High $990K	$240M	240	35%
Chancellor Wealth Management, Inc.	High $1.5M	$170M	119	0%
Taverik Capital, LLC	Very Low $210K	$25M	117	3%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Hicks Financial Partners, LLC	Very Low $310K	$35M	114	25%
Loveland & Bastian Financial Services Group, LLC	Low $490K	$84M	170	10%
Anderson Griggs Investments	Typical $790K	$130M	166	31%
A. J. Brooker Financial Associates	Low $510K	$28M	55	20%
Coastal Wealth Advisors, LLC	High $850K	$94M	110	24%
Detterbeck Wealth Management	Very High $1.7M	$280M	165	55%
Walls Investment Management Company	Low $460K	$51M	110	0%
Course Management Investment Advisors, LLC	Typical $620K	$100M	160	19%
Totem Wealth Management LLC	Very Low $120K	$13M	105	0%
Valor Wealth Partners	Low $410K	$63M	156	29%
Q2 Wealth Management	Typical $820K	$120M	151	24%
Allison Investment Management, LLC	Very High $1.6M	$160M	100	78%
Focus Wealth Advisors LLC	Very Low $180K	$17M	98	12%
Northeastern Financial Consultants, Inc.	Typical $760K	$72M	95	34%
Fee-Only Financial Planning, L.C.	Very High $2.9M	$400M	141	66%
Robbins Wealth Management	Very High $1.7M	$240M	139	44%
Investor Advisory Group	High $930K	$170M	183	30%
Objectivity Squared Wealth Management	Very High $2.3M	$420M	181	30%
Riverbend Wealth Management, LLC	Very High $1.5M	$270M	181	39%
C.W. O'Conner Wealth Advisors, Inc.	Very High $2M	$260M	135	51%
Harvest Portfolio Management, LLC	Low $360K	$32M	89	0%
Tidal Creek Capital Advisors	Typical $700K	$120M	177	21%
Carroll Investors, Inc.	Very High $2.5M	$220M	88	55%
Dinergy	Very Low $330K	$29M	88	0%
Family Financial	Very High $2.8M	$250M	88	59%
Global Value Investment Corporation	High $1.1M	$190M	174	31%
IQ Capital Strategy LLC	Very Low $130K	$22M	172	0%
Wingstem Wealth, LLC	High $1M	$86M	86	34%
Southern Capital Management Corporation	Low $510K	$43M	85	12%
TRICAPITAL Wealth Management, Inc.	High $1M	$130M	125	40%
Altamont Advisors LLC	Low $430K	$35M	82	15%
Blue Bear Financial, LLC	High $900K	$150M	163	56%
Harbour Wealth Management Group, Inc.	Very High $1.8M	$220M	122	45%
Hayes Wealth Advisors, LLC	Typical $770K	$92M	120	61%
Stillwater Private Wealth	High $1.1M	$170M	160	31%
Van Grouw Advisors, LLC	High $880K	$68M	78	28%
Cornerstone Wealth Advisors, Inc.	High $920K	$140M	155	32%
JEHM Wealth & Retirement, LLC	Typical $560K	$64M	116	9%
Rogers Financial Advisory Group, LLC	Low $370K	$42M	116	18%
Imprint Wealth LLC	Very High $1.7M	$130M	76	46%
V.M. Manning & Co., Inc.	Very High $1.8M	$130M	75	55%
Hamilton Financial Planning LLC	High $840K	$61M	73	11%
Clearview Wealth Management	High $1.3M	$180M	144	44%
Jp Wealth Management, Inc.	Very High $3.8M	$270M	71	100%
Joseph Wealth Management, LLC	Very Low $76K	$8.1M	106	2%
Bulwark Capital Corporation	Very High $2.1M	$150M	70	67%
Reflection Asset Management	Very High $1.6M	$110M	70	0%
Five Mile River Investment Management, LLC	Typical $830K	$85M	103	100%
Bluestar Wealth Management	Very High $2M	$130M	68	50%
TRG Capital Management, Inc.	Typical $720K	$96M	132	38%
Turtle Bay Group, Inc.	Very Low $0	$0	64	86%
Colarion	Very High $1.7M	$160M	95	57%
M Capital Wealth Management, LLC	Typical $540K	$33M	61	39%
Shepherd Wealth Partners	High $840K	$75M	90	43%
8th Street Investments, LLC	Very High $2.8M	$160M	58	60%
Hampton Park Financial Planners	Low $370K	$20M	53	32%
Fiduciary Organization, LLC	Very Low $190K	$15M	79	1%
Apricus Wealth LLC	Very High $3.4M	$340M	100	79%
The Retirement Solutions Group	Low $470K	$35M	75	9%
Keen Capital, Ltd	Very High $1.5M	$150M	96	50%
Wright Cove Capital	Very High $2.9M	$120M	41	73%
Diamant Asset Management, Inc.	Very High $3.5M	$200M	59	100%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
Hyphen Wealth Management	Very High $2.2M	$120M	58	59%
Black Arrow Capital LLC	High $1M	$38M	38	32%
Pendleton Street Advisors, LLC	Very High $1.5M	$82M	54	26%
Telos Capital Partners	Typical $810K	$44M	54	54%
Envest Advisors, LLC	Very Low $140K	$7.3M	53	2%
Pathfinder Planning LLC	Typical $550K	$29M	53	11%
William B. Walkup & Associates, Inc.	Very High $1.6M	$80M	51	35%
7PW Wealth, LLC	High $830K	$39M	47	15%
Intelligent Investing	Very High $1.7M	$51M	31	48%
Charles Fish Investments, Inc.	Very High $7.8M	$330M	42	0%
K2 Wealth Management	Very Low $85K	$2.2M	26	0%
Blue Granite Capital, LLC	Very High $2.7M	$90M	34	82%
Sycamore Financial Planning, LLC	Very High $3.1M	$100M	34	9%
Merrion Investment Management Co, LLC	Very High $4.6M	$150M	32	63%
Mosaic Wealth Strategies LLC	Very Low $0	$0	20	50%
Flip Flops and Pearls Financial Planning	Very High $1.9M	$28M	15	40%
Upholdings	Very High $3.9M	$51M	13	100%
ONESOURCE Wealth Advisors	Very Low $270K	$3.3M	12	8%
Wilson David Investment Advisors	Low $490K	$6.9M	14	0%
Integritas Wealth Strategies, LLC	Low $350K	$3.5M	10	10%
Thomas Smith And Associates, Inc.	Very High $2.3M	$12M	5	100%
Treehouse Financial, Inc.	Low $360K	$1.4M	4	0%
Linkside Financial LLC	Very High $2M	$10M	5	80%
Designed Wealth USA Ltd.	—	—	—	—
Hedaya Financial LLC	—	—	—	—
Insight Tax & Finance LLC	—	$0	—	—
Money & Clarity	—	—	—	—
Solaris Strategic Wealth	—	—	—	—
Wealth intelligently navigated, LLC	—	—	—	—

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