HNW client percentage for Independent firms serving clients in South Carolina

Independent firms active in South Carolina 170 firms

Very Low 0%-0%

Low 0%-8%

Typical 8%-22%

High 22%-48%

Very High 48%-92%

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

Median: 13%

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

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