AUM per client for Team firms serving clients in South Carolina

Team firms active in South Carolina 217 firms

Very Low $210K-$410K

Low $410K-$740K

Typical $740K-$1.2M

High $1.2M-$1.7M

Very High $1.7M-$3.2M

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

Median: $960K

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Firm	AUM/client	AUM	Clients	HNW client %
Foundation Wealth & Tax Advisors, LLC	Low $730K	$68M	93	35%
Investment Research Corp	Very Low $310K	$51M	163	2%
Colorado Financial Service Corporation	Low $450K	$84M	188	100%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
MMA Asset Management LLC	High $1.2M	$330M	282	52%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Sparta Wealth Partners	Very High $1.8M	$280M	156	75%
LRI Investments	Very High $4M	$1.9B	477	45%
Abacus Planning Group, Inc.	Very High $6.5M	$2B	307	83%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Forefront	Low $420K	$240M	572	18%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Searcy Financial Services, Inc.	Very High $2.3M	$420M	185	56%
Colman Knight Advisory Group, LLC	High $1.5M	$180M	122	42%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Global Investment Advisory	Very Low $390K	$72M	182	12%
Altman Advisors	Very High $2.6M	$480M	184	57%
Mclean Asset Management Corp.	Very High $1.9M	$920M	486	53%
Chapin Davis Asset Management	High $1.2M	$630M	543	4%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Money Advisors, Inc. DBA Century Investment Planning	Very Low $400K	$57M	144	12%
Adaptive Financial Consulting, LLC	High $1.6M	$280M	176	47%
Ballast Rock Private Wealth	High $1.6M	$380M	235	40%
Belleair Wealth Management, LLC	Typical $740K	$110M	150	17%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
Integris Wealth Management, LLC	Very High $2.3M	$800M	344	67%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Sensible Money, LLC	Very High $2.3M	$740M	324	68%
Morris Financial Concepts, Inc.	Very High $1.8M	$530M	293	40%
Masonboro Advisors	Typical $900K	$210M	228	30%
Oak Advisors, LLC	Very High $1.7M	$280M	163	42%
Innovative Advisory Group	Low $640K	$190M	298	9%
OLIO Financial Planning	High $1.6M	$580M	368	42%
Alhambra Investment Management LLC	High $1.5M	$310M	202	38%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Colton Groome Financial Advisors, LLC	Very High $1.9M	$660M	346	52%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
Koss-Olinger Consulting, LLC.	Very High $3.2M	$2.1B	650	58%
Imperity Wealth Alliance LLC	Very Low $370K	$140M	363	7%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Fidelis Wealth Advisors	Typical $870K	$170M	191	45%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
Kooman & Associates	High $1.7M	$530M	309	51%
Endowment Wealth Management, Inc.	Typical $1.1M	$500M	471	31%
Arkos Global Advisors, LLC	Very High $2.4M	$1B	432	37%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Family Legacy, Inc.	High $1.2M	$300M	240	27%
Idle Hill Advisors LLC	Low $540K	$110M	200	29%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
Rigden Capital Strategies	Very Low $410K	$110M	263	13%
Delta Investment Management, LLC	Typical $780K	$850M	1,099	15%
Kendall Capital Management	Very High $2.1M	$740M	352	64%
Family Wealth Partners, LLC	High $1.4M	$360M	266	23%
Forthright Capital	Very Low $110K	$110M	978	1%
Strathmore Capital Advisors	High $1.6M	$770M	493	48%
WebsterRogers Financial Advisors, LLC	High $1.4M	$430M	315	23%
The Wealth Boutique	Very Low $380K	$120M	317	9%
Cannon Advisors	Typical $790K	$180M	228	29%
Market Street Wealth Management Advisors, LLC	Very High $1.8M	$760M	422	47%
Visionary Horizons, LLC	Low $550K	$370M	666	15%
Ironview Capital Management, LLC	Very High $2.9M	$1.1B	386	80%
Armstrong Dixon	High $1.5M	$440M	290	54%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Partners in Financial Planning, LLC	Very High $2.3M	$900M	391	9%
Millstone Financial Group	Very Low $350K	$100M	297	23%
Graves Light Lenhart	Very High $2.6M	$1B	403	62%
Adapt Wealth Advisors, LLC	Typical $1M	$470M	456	33%
Brandywine oak Private Wealth LLC	Very High $3.1M	$1.6B	507	69%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
PlanVest Financial, Inc.	Low $570K	$180M	307	27%
MBIA Capital Advisors	Typical $1.1M	$290M	257	32%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Topsail Wealth Management LLC	Very High $6.1M	$1.2B	206	62%
Hobbs Group Advisors LLC	Typical $960K	$350M	362	39%
Harvest investment Services, LLC	Low $410K	$620M	1,500	12%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Prota Financial	Very Low $400K	$270M	673	13%
NobleBridge Wealth	Low $580K	$210M	372	15%
AP Wealth Management	High $1.2M	$330M	269	51%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Precision Wealth Strategies, LLC	High $1.3M	$580M	436	65%
Dividend Assets Capital, LLC	High $1.2M	$470M	382	13%
Oakbourne Advisors	Typical $790K	$350M	437	22%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
WestPoint Wealth Management, LLC	Very Low $210K	$100M	495	6%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Aspect Partners, LLC	High $1.4M	$400M	280	45%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
Bellars Harris Wealth Management	High $1.7M	$490M	283	29%
Axim Planning & Wealth	Low $420K	$120M	285	12%
Godsey & Gibb Wealth Management	Very High $1.8M	$1.4B	747	59%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Investmark Advisory Group LLC	High $1.4M	$820M	598	38%
Trinity Portfolio Advisors, LLC	Typical $850K	$460M	539	18%
Ellsworth Advisors, LLC	High $1.6M	$1.4B	853	25%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Headland Capital	Typical $820K	$520M	637	18%
Colonial Trust Advisors, Inc.	Very High $1.8M	$1.6B	895	40%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Insight Folios	Very Low $270K	$330M	1,228	6%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Ethos Financial Group, LLC	Typical $970K	$1.7B	1,709	22%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
MFG Investments, LLC	Low $430K	$150M	344	15%
Christy Capital Management, Inc.	Low $490K	$380M	765	11%
Davinci Financial Designs	Low $630K	$220M	350	13%
The Kelly Group	Typical $960K	$1B	1,087	23%
Lazari Capital Management, Inc.	Low $690K	$500M	731	17%
Smallwood Wealth Management	Low $680K	$300M	441	25%
Cookson Peirce Wealth Management	High $1.4M	$2.2B	1,544	8%
Wealth Teams Alliance	Very Low $270K	$220M	812	6%
Macro Advisors, Inc.	Low $530K	$360M	669	10%
Baron Silver Stevens Financial Advisors, LLC	Very High $2M	$1.2B	598	73%
Worth Advisors	Low $620K	$280M	451	13%
Occidental Asset Management, LLC	High $1.2M	$1.1B	908	100%
Uptick Partners, LLC	Typical $930K	$1.1B	1,135	33%
Oxford Wealth Group, LLC	Very Low $360K	$330M	913	6%
BCA Private Wealth, Inc.	Typical $820K	$310M	383	44%
Pinkerton Wealth Partners	Typical $1.1M	$1.3B	1,233	31%
Fairvoy Private Wealth, LLC	High $1.3M	$600M	463	40%
Onyx Bridge Wealth Group LLC	Typical $740K	$1.3B	1,794	19%
Apollon Financial, LLC	High $1.2M	$1.4B	1,256	34%
Ables, Iannone, Moore & Associates, Inc.	Low $640K	$250M	395	21%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
Means Wealth Management	Typical $1.1M	$1.4B	1,302	30%
Horizon Financial	Low $700K	$510M	734	16%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Cornerstone Wealth	Typical $1M	$2.4B	2,373	13%
Boldin Advisors	Very Low $0	$0	821	63%
Wealthshield Partners, LLC	Typical $1.1M	$1.2B	1,156	25%
Washington Avenue Advisors	Low $460K	$300M	662	13%
MTM Investment Management, LLC	High $1.6M	$660M	414	57%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Sound View Wealth Advisors Group, LLC	Very High $2.4M	$2.2B	927	49%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Abich Financial Wealth Management, LLC	Typical $760K	$390M	517	23%
Foster Victor	High $1.6M	$2.6B	1,638	45%
Curran Financial Partners, LLC	Low $500K	$650M	1,314	9%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
RDA Financial network	Low $440K	$670M	1,514	2%
Meyers Wealth Management, LLC	Very High $2.2M	$1.8B	802	41%
Eagle Wealth Management Group Inc.	Typical $770K	$350M	452	29%
Skinner, Copper & Ehmen Wealth Management, LLC	Typical $1.1M	$630M	549	28%
Ruedi Wealth Management, Inc.	Typical $1M	$460M	461	27%
Burkett Financial Services, LLC	High $1.2M	$550M	476	41%
Burgess Investment Group, LLC	Very Low $170K	$150M	862	9%
Wilson Wealth Management Group, L. L. C.	Very Low $100K	$50M	480	3%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Charter Oak Capital Management	Typical $1.1M	$1.6B	1,389	33%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Freedom Day Solutions, LLC	High $1.5M	$620M	421	40%
Linden Thomas Advisory Services, LLC	High $1.3M	$1.6B	1,268	34%
BNA Wealth	Typical $1.1M	$610M	534	73%
First Financial Coaching, Inc.	Low $440K	$660M	1,500	12%
Hilton Head Capital Partners, LLC	Low $600K	$390M	646	15%
Sykon Capital LLC	Low $510K	$330M	647	60%
Anchor Investment Management	Very High $1.8M	$1.4B	763	31%
CCM Investment Advisers, LLC	Typical $1.1M	$1B	873	16%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
Magnus Financial Group LLC	Very High $1.9M	$2.2B	1,114	34%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Core Advisory Group	Very Low $290K	$330M	1,141	23%
Moldenhauer & Associates	Low $660K	$760M	1,152	20%
EPG Wealth Management LLC	Low $460K	$530M	1,156	49%
SFG Wealth Management	Low $600K	$710M	1,173	47%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Resolute Capital, LLC	Very Low $270K	$300M	1,107	6%
Alexander Investment Services Co.	Very Low $390K	$480M	1,240	10%
Redwood Financial Network	Very Low $260K	$260M	1,012	38%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Wealth Management Advisors, LLC	Typical $740K	$510M	698	29%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Global View Investment Advisors, LLC	Typical $950K	$550M	585	37%
Compass Financial Advisory Services, LLC	Low $510K	$530M	1,031	35%
Vision Retirement	Low $560K	$620M	1,106	41%
The Retirement Guys Formula	Very Low $240K	$280M	1,152	3%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Sanchez Wealth Management Group, LLC	Typical $1M	$560M	538	32%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Rockport Wealth Advisors	Low $420K	$670M	1,612	15%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Capital Advisers, Inc.	Typical $770K	$470M	610	10%
Coquina Private Wealth Advisors	Very Low $270K	$400M	1,488	44%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Richard Young Advisors	Low $610K	$1.2B	1,940	17%
Capital Investment Counsel Inc	Typical $750K	$910M	1,221	37%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Woodard & Co Asset Management Group Inc	Low $610K	$1.1B	1,806	18%
Benjamin F. Edwards Wealth Management, LLC	Low $620K	$690M	1,099	1%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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