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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. 12794
    Beers Kight Financial Advisors, LLCColumbia, SC · 100 clientsWealth manager
    Schwab 100%
    $179M
  2. 12821
    William B. Walkup & Associates, Inc.Columbia, SC · 65 clientsPrivate fund adviser
    Interactive Brokers 100%
    $178M
  3. 12888
    IntentionalFort Mill, SC · 400 clientsWealth managerHybrid
    Raymond James 100%
    $176M
  4. 12914
    J. Freeman & AssociatesGreenville, SC · 365 clientsBroker-dealer firmHybrid
    Schwab 100%
    $175M
  5. 13074
    Allison Investment Management, LLCColumbia, SC · 100 clientsWealth managerHybrid
    Schwab 51%Fidelity 49%
    $170M
  6. 13135
    Wallick Investments, LLCColumbia, SC · 304 clientsWealth manager
    Goldman Sachs 74%Schwab 26%
    $168M
  7. 13142
    Frontline Healthcare PartnersCharleston, SC · 3 clientsPrivate fund adviserHybridAllen, Mooney & Barnes Brokerage Services, LLC
    No custodian reported
    $168M
  8. 13523
    Ivy Evergreen, LLCCharleston, SC · 4 clientsPrivate fund adviser
    No custodian reported
    $155M
  9. 13611
    Van DER Noord Financial Advisors, Inc.Greer, SC · 126 clientsWealth manager
    Schwab 100%
    $152M
  10. 13771
    DBA Big Money Retirement and Big RetirementGreenville, SC · 864 clientsWealth manager
    Schwab 100%
    $147M
  11. 14082
    Wildes Financial Strategies, IncGeorgetown, SC · 422 clientsWealth managerWrap sponsor
    Schwab 100%
    $138M
  12. 14115
    SQN Venture Partners, LLCCharleston, SC · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $137M
  13. 14240
    Anderson Griggs InvestmentsRock Hill, SC · 170 clientsWealth manager
    Schwab 100%
    $134M
  14. 14262
    Southeast Financial AdvisorsGreenville, SC · 304 clientsWealth manager
    No custodian reported
    $133M
  15. 14312
    Imprint Wealth LLCMount Pleasant, SC · 77 clientsWealth manager
    No custodian reported
    $132M
  16. 14331
    Warren Capital GroupCharleston, SC · 188 clientsWealth manager
    Schwab 97%
    $131M
  17. 14474
    Advisor.comCharleston, SC · 426 clientsWealth manager
    Altruist 100%
    $127M
  18. 14500
    Oak Street AdvisorsMyrtle Beach, SC · 159 clientsWealth manager
    Schwab 100%
    $126M
  19. 14507
    Tidal Creek Capital AdvisorsBluffton, SC · 181 clientsWealth manager
    Schwab 100%
    $126M
  20. 14541
    Tidehaven Wealth, LLCMount Pleasant, SC · 163 clientsWealth manager
    Schwab 100%
    $125M
  21. 14732
    Brickell Key Asset Management LLCCharleston, SC · 1 clientsPrivate fund adviser
    No custodian reported
    $120M
  22. 14791
    HMS Financial Services, LLCColumbia, SC · 228 clientsWealth manager
    Fidelity Distributors Company 100%
    $119M
  23. 14933
    Metis Wealth Management & Planning LLCBluffton, SC · 465 clientsWealth manager
    Schwab 100%
    $115M
  24. 15087
    Generouswealth, LLCSummerville, SC · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 98%
    $110M
  25. 15150
    Blue Granite Capital, LLCCharleston, SC · 40 clientsWealth manager
    Pershing 100%
    $109M
  26. 15195
    Idle Hill Advisors LLCGreenville, SC · 204 clientsWealth manager
    Schwab 100%
    $107M
  27. 15232
    Coastal Wealth Advisors, LLCJohns Island, SC · 110 clientsWealth manager
    Schwab 100%
    $107M
  28. 15286
    Runey & Associates Wealth ManagementMount Pleasant, SC · 165 clientsWealth manager
    Schwab 100%
    $105M
  29. 15457
    Taverik Capital, LLCGreenville, SC · 121 clientsPrivate fund adviser
    Schwab 100%
    $98M
  30. 15526
    Novus AdvisorsGreenville, SC · 267 clientsWealth manager
    Schwab 65%Epic Retirement Plan Services 35%
    $91M
  31. 15539
    Modern Capital Management, Co.Mt Pleasant, SC · 21 clientsBroker-dealer firmHybridLiberty Partners Financial Services, LLC, Liquidity.io, LLC
    Schwab 0%
    $91M
  32. 16371
    Prospera Funds, Inc.Isle of Palms, SC · 1 clientsAsset manager
    No custodian reported
    $5M
  33. 16514
    Matty AI Inc.Greenville, SC · 135 clientsWealth manager
    Alpaca Securities 100%
    $39K
  34. 16868
    Auranser Inc.Fort Mill, SCAsset managerHybrid
    No custodian reported
    $0
  35. 16890
    Professional Planning & WealthGreenville, SCAsset manager
    No custodian reported
    $0
  36. 16957
    Cobblers Cove Capital LPCharleston, SCAsset manager
    No custodian reported
    $0

RIAs by state