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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

116 firms manage $956 billionSouth Carolina

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 8286
    Hardin Capital Partners, LLCGreenville, SC · 520 clientsWealth manager
    Schwab 100%
    $448M
  2. 8554
    Primetrust Advisors LLCGreenville, SC · 32 clientsAsset manager
    Principal Trust 65%Transamerica Retirement Solutions 24%
    $422M
  3. 8683
    Hilton Head Capital Partners, LLCHilton Head Island, SC · 671 clientsWealth manager
    Raymond James 100%
    $410M
  4. 8719
    Ballast Rock Private WealthCharleston, SC · 251 clientsWealth managerHybridBallast Rock Capital LLC
    Fidelity 53%Schwab 47%
    $406M
  5. 8843
    Gunderson Capital ManagementMount Pleasant, SC · 696 clientsWealth manager
    Schwab 100%
    $396M
  6. 9036
    Goepper Burkhardt LLCGreenville, SC · 245 clientsWealth manager
    No custodian reported
    $380M
  7. 9073
    Family Legacy, Inc.Greenville, SC · 257 clientsWealth manager
    Schwab 60%Fidelity 40%
    $377M
  8. 9098
    Hilton Head Financial Advisors, Inc.Hilton Head, SC · 173 clientsWealth manager
    Schwab 100%
    $375M
  9. 9350
    Hanover Advisors, IncSeneca, SC · 245 clientsWealth managerWrap sponsor
    Pershing 100%
    $355M
  10. 9373
    Norris Financial Group, LLCGreenville, SC · 403 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $353M
  11. 9417
    Altriarch Asset Management, LLCCharleston, SC · 7 clientsPrivate fund adviser
    No custodian reported
    $349M
  12. 9573
    Core Advisory GroupRock Hill, SC · 1,163 clientsWealth managerHybrid
    LPL Financial 68%SEI 32%
    $338M
  13. 9620
    Apricus Wealth LLCBeaufort, SC · 100 clientsWealth manager
    Schwab 100%
    $336M
  14. 9783
    Catawba River CapitalLake Wylie, SC · 275 clientsWealth manager
    Fidelity 100%
    $325M
  15. 9817
    Nicholson Wealth Management GroupCharleston, SC · 205 clientsWealth manager
    Schwab 100%
    $322M
  16. 9887
    BCA Private Wealth, Inc.Greenville, SC · 383 clientsWealth manager
    Schwab 82%
    $317M
  17. 9948
    Carolina Wealth AdvisorsMyrtle Beach, SC · 596 clientsWealth managerHybrid
    Schwab 100%
    $313M
  18. 10072
    Victoria Capital Management, Inc.Charleston, SC · 47 clientsAsset manager
    Schwab 100%
    $306M
  19. 10084
    YON Drake & Associates IncColumbia, SCAsset manager
    No custodian reported
    $305M
  20. 10145
    Trunorth AdvisorsGreenville, SC · 1,107 clientsWealth manager
    Schwab 100%
    $301M
  21. 10429
    Oak Advisors, LLCBluffton, SC · 163 clientsWealth manager
    Schwab 100%
    $285M
  22. 10494
    Copperleaf Capital, LLCClover, SC · 314 clientsWealth manager
    Fidelity 98%
    $282M
  23. 10507
    Riverbend Wealth Management, LLCMyrtle Beach, SC · 187 clientsWealth managerWrap sponsor
    Fidelity 100%
    $281M
  24. 10631
    Capasso Planning Partners LLCCharleston, SC · 358 clientsWealth manager
    Schwab 100%
    $274M
  25. 10636
    JP Wealth Management, Inc.Mt. Pleasant, SC · 71 clientsWealth manager
    Schwab 100%
    $274M
  26. 10764
    Harbour Wealth Management Group, Inc.Daniel Island, SC · 137 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $266M
  27. 10829
    Charleston Financial Advisors, LLCCharleston, SC · 203 clientsWealth manager
    Schwab 100%
    $262M
  28. 11317
    Saos Capital, LLCMount Pleasant, SC · 561 clientsWealth managerWrap sponsor
    Fidelity 100%
    $239M
  29. 11508
    Concorde Financial ResourcesYork, SC · 235 clientsWealth managerHybrid
    Fidelity 100%
    $231M
  30. 11529
    Bowside Capital, LLCCharleston, SC · 3 clientsPrivate fund adviser
    No custodian reported
    $230M
  31. 11582
    Breach Inlet Capital Management, LLCMt. Pleasant, SC · 1 clientsPrivate fund adviser
    No custodian reported
    $228M
  32. 11631
    Magnolia Financial Planning Services, Inc.Seneca, SC · 278 clientsWealth manager
    Schwab 100%
    $226M
  33. 11697
    Davinci Financial DesignsColumbia, SC · 353 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $223M
  34. 11729
    Carroll Investors, Inc.Mt Pleasant, SC · 88 clientsWealth manager
    Raymond James 100%
    $221M
  35. 11886
    Kinwell LLCCharleston, SC · 129 clientsAsset manager
    Empower Trust 56%Schwab 44%
    $215M
  36. 11920
    Coastline Complete Wealth LLCBluffton, SC · 186 clientsWealth managerWrap sponsor
    Raymond James 100%
    $214M
  37. 12084
    360 Financial Partners, LLCMount Pleasant, SC · 292 clientsWealth managerHybrid
    Stonex Financial 100%
    $207M
  38. 12265
    The Bedminster GroupBluffton, SC · 190 clientsWealth manager
    Schwab 100%
    $199M
  39. 12465
    Oceanside Advisors LLCMount Pleasant, SC · 253 clientsWealth manager
    Schwab 88%
    $191M
  40. 12784
    Keen Capital, LTDChapin, SC · 113 clientsWealth manager
    Schwab 87%
    $180M

RIAs by state