Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN 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 RIAsWM $20B Modera Wealth Management Launches AI Operating Platform
AtlasFinancial ADVSR
Open free

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. 029
    LPL Financial LLCFort Mill, SC · 1,986,990 clientsBroker-dealer firmHybridCommonwealth Equity Services, LLC, LPL Enterprise, LLC
    No custodian reported
    $819B
  2. 561
    Greystar Investment Group, LLCCharleston, SC · 69 clientsPrivate fund adviserHybrid
    No custodian reported
    $36B
  3. 741
    LPL Enterprise, LLCFort Mill, SC · 102,563 clientsBroker-dealer firmHybridCommonwealth Equity Services, LLC, LPL Financial LLC
    No custodian reported
    $25B
  4. 1243
    Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsWealth managerHybrid
    Schwab 49%Fidelity 24%
    $12B
  5. 2118
    Southstate Private Capital Management LLCColumbia, SC · 712 clientsAsset managerHybridSouthstate Securities Corp., clears through Pershing
    Southstate Bank 79%
    $5.0B
  6. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B
  7. 2407
    Permcap Investment OfficeCharleston, SC · 65 clientsWealth manager
    Schwab 63%Pershing 37%
    $4.0B
  8. 2618
    Tandem Investment Advisors IncCharleston, SC · 10,432 clientsWealth managerWrap sponsor
    Raymond James 65%Truist Investment Services 35%
    $3.5B
  9. 3068
    Foster VictorGreenville, SC · 1,728 clientsWealth manager
    Schwab 100%
    $2.6B
  10. 3152
    The Fiduciary AllianceGreenville, SC · 8,964 clientsWealth managerHybrid
    Schwab 88%
    $2.5B
  11. 3475
    Abacus Planning Group, Inc.Columbia, SC · 328 clientsWealth manager
    Schwab 100%
    $2.2B
  12. 3807
    Colonial Trust Advisors, Inc.Spartanburg, SC · 958 clientsWealth manager
    Fidelity 100%
    $1.9B
  13. 3897
    Greenwood Capital Associates, LLCGreenwood, SC · 731 clientsWealth managerBank-affiliatedAffiliated broker-dealerCountybanc Investments Services, Inc.
    Commercial Bank - Trust Dept 54%Schwab 46%
    $1.8B
  14. 4179
    CCM Investment Advisers, LLCColumbia, SC · 916 clientsWealth manager
    Schwab 79%
    $1.5B
  15. 4236
    Anchor Investment ManagementColumbia, SC · 821 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  16. 4354
    Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsWealth managerHybrid
    LPL Financial 76%
    $1.4B
  17. 4453
    Verity Investment PartnersBeaufort, SC · 472 clientsWealth manager
    Schwab 100%
    $1.4B
  18. 4983
    Liberty Hall Capital Partners, L.P.Charleston, SC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  19. 5366
    Volofin Capital ManagementDaniel Island, SC · 2 clientsAsset manager
    No custodian reported
    $1.0B
  20. 5530
    Ground Swell Capital, LLCFolly Beach, SC · 2 clientsPrivate fund adviser
    No custodian reported
    $949M
  21. 6318
    Curran Financial Partners, LLCDaniel Island, SC · 1,315 clientsWealth manager
    Schwab 100%
    $749M
  22. 6336
    Discipline Wealth Solutions, Inc.Greenville, SC · 1,946 clientsWealth managerHybrid
    Schwab 100%
    $747M
  23. 6613
    Wealth Management Advisors, LLCGreenville, SC · 739 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $686M
  24. 6633
    Global Frontier Investments, LLCCharleston, SC · 4 clientsAsset manager
    Goldman Sachs 100%
    $682M
  25. 6659
    MTM Investment Management, LLCSpartanburg, SC · 424 clientsWealth manager
    Raymond James 100%
    $678M
  26. 6980
    BNA WealthRock Hill, SC · 542 clientsWealth managerPublic-company ownedHybrid
    Schwab 100%
    $620M
  27. 7201
    Hobbs Group Advisors LLCColumbia, SC · 479 clientsWealth manager
    Fidelity 100%
    $584M
  28. 7271
    Burkett Financial Services, LLCRock Hill, SC · 476 clientsWealth manager
    Schwab 100%
    $573M
  29. 7383
    Headland CapitalMt. Pleasant, SC · 656 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $559M
  30. 7426
    Global View Investment Advisors, LLCGreenville, SC · 585 clientsWealth manager
    No custodian reported
    $554M
  31. 7509
    Dividend Assets Capital, LLCRidgeland, SC · 401 clientsWealth manager
    Schwab 100%
    $541M
  32. 7531
    Morris Financial Concepts, Inc.Mount Pleasant, SC · 294 clientsWealth managerWrap sponsor
    Schwab 52%Fidelity 48%
    $538M
  33. 7571
    Wealth Intelligently Navigated, LLCGreer, SC · 408 clientsWealth manager
    Schwab 100%
    $533M
  34. 7831
    Stokes Capital Advisors, LLCGreenwood, SC · 289 clientsWealth manager
    Schwab 100%
    $499M
  35. 7843
    Jackson Financial Services, LLCMt. Pleasant, SC · 557 clientsWealth manager
    Schwab 100%
    $498M
  36. 7892
    Fusion Capital, LLCMt. Pleasant, SC · 700 clientsWealth manager
    Schwab 100%
    $492M
  37. 7932
    Objectivity Squared Wealth ManagementCharleston, SC · 181 clientsWealth managerWrap sponsor
    Raymond James 100%
    $488M
  38. 7950
    The Cavanaugh Group IncKiawah Island, SC · 44 clientsWealth manager
    No custodian reported
    $486M
  39. 8007
    Match Grade AdvisorsGreenville, SC · 372 clientsAsset managerHybrid
    Schwab 100%
    $479M
  40. 8166
    Websterrogers Financial Advisors, LLCFlorence, SC · 328 clientsWealth manager
    Schwab 100%
    $461M

RIAs by state