Goepper Burkhardt LLC is a highly regarded investment advisory firm based in Greenville, SC. With over 40 individual clients and an impressive $240,946,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite being a small firm with only one office, Goepper Burkhardt LLC offers comprehensive services tailored to meet the diverse needs of their clientele. While the majority of their assets under management are discretionary, comprising 98% of the total, Goepper Burkhardt LLC also possesses the expertise to manage employer funds. Although 401K and individual accounts constitute less than 30% of their assets, they remain committed to providing exceptional service in all aspects of investment management. Goepper Burkhardt LLC follows a flexible compensation structure, incorporating various types of fees such as a percentage of assets under management and hourly charges. Their dedication to personalized financial solutions has earned them a loyal client base, particularly among high-net-worth individuals. With a total of four employees, including two dedicated investment advisors, Goepper Burkhardt LLC maintains an optimal client-to-advisor ratio. The firm's advisors boast extensive industry experience, with notable long-tenured professionals such as Robert Flink, John Burkhardt, and William Goepper. Their combined knowledge and expertise ensure that clients receive sound investment advice and exceptional service. On average, Goepper Burkhardt LLC manages approximately $120,470,000 in assets per investment advisor, aligning with the industry standard. As they continue to grow, the firm remains steadfast in its commitment to providing tailored investment strategies and delivering measurable results for their discerning clientele.

Harbour Wealth Management Group, Inc. is a reputable investment advisory firm located in Daniel Island, SC, with a singular office serving clients. The firm takes pride in its team of three dedicated professionals, all of whom specialize in providing comprehensive investment advisory services. With an average of approximately $46,660,000 in assets under management per investment advisor, Harbour Wealth Management Group, Inc. demonstrates its ability to effectively manage client portfolios. The firm's compensation structure is diverse, encompassing a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and alignment with client objectives. Catering primarily to high-net-worth individuals, Harbour Wealth Management Group, Inc. manages a substantial portfolio for over 50 individual clients, with assets under management totaling more than $149,130,000. The firm's expertise and tailored approach have made it a trusted partner in serving the unique needs of affluent individuals. While 401K and individual accounts represent less than 30% of their assets under management, Harbour Wealth Management Group, Inc. possesses the capability and experience to effectively manage employer funds, catering to the diverse financial requirements of corporate clients. Notably, 78% of the assets they manage are under discretionary management, allowing for proactive decision-making and customized investment strategies. Harbour Wealth Management Group, Inc. distinguishes itself as a small investment advisory firm committed to providing personalized attention and exceptional service. The firm's team of experienced advisors, including Matthew Pardieck, Ansley Mellette, and Christopher Corley, have demonstrated their dedication to client success over many years of service. Clients can trust the expertise and guidance of Harbour Wealth Management Group, Inc. to navigate the complexities of wealth management and achieve their financial goals.

LPL Financial LLC, headquartered in Fort Mill, SC, is a leading national investment advisory firm with a rich history in providing comprehensive financial services. With a total workforce of 31,366 dedicated professionals, a significant portion of their team, comprising 25,961 individuals, specializes in offering expert investment advisory services. LPL Financial LLC has established a robust compensation structure that encompasses various types, ensuring that their advisors are suitably motivated and rewarded for their exceptional performance. Their vast client base of 831,960 individuals entrusts them with an impressive $368,018,537,000 in assets under management. Notably, a substantial portion of these assets, roughly half, originates from employer 401Ks or individual investors, which highlights their extensive experience and success in this realm. Setting them apart from many competitors, LPL Financial LLC exclusively manages 100% of the assets they oversee on a discretionary basis, underscoring their commitment to providing comprehensive financial guidance tailored to each client's unique circumstances. In addition to their investment advisory services, LPL Financial LLC offers a range of other valuable solutions, such as serving as a registered representative of a broker-dealer, as well as an insurance broker or agent. Their presence spans across the country, with an extensive network of 9,899 offices, ensuring widespread accessibility for their clients. The firm prides itself on its team of highly experienced advisors, with notable figures like Marc Reisman, Bruce Lindsay, and Darryl Scott among the longest-tenured professionals who have consistently demonstrated their expertise and dedication to client success. LPL Financial LLC continues to be a trusted partner for individuals and organizations seeking comprehensive financial guidance and sound investment strategies.

Colonial Trust Advisors, Inc., a local investment advisory firm based out of Spartanburg, SC, boasts an impressive track record in managing wealth for high net worth individuals. With over 490 individual clients and a staggering $1,193,168,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Their expertise extends beyond individual and 401K accounts, as they possess the capability to manage employer funds as well. Colonial Trust Advisors, Inc. operates from four strategically located offices, ensuring accessibility and personalized service for their discerning clientele. They have cultivated a team of 20 dedicated employees, with 11 of them providing expert investment advisory services. Each advisor manages an average of approximately $108,470,000 in assets under management, aligning with the industry standard. The firm's compensation structure is designed to suit various client preferences, offering options such as a percentage of assets under management and fixed fees. This flexibility demonstrates their commitment to tailoring their services to meet the unique needs and goals of each client. With a focus on discretionary management, Colonial Trust Advisors, Inc. maintains control over an impressive 91% of the assets they manage. This level of autonomy allows them to navigate the ever-changing market conditions and make informed decisions on behalf of their clients. Notable figures within the organization include Bert Barre, Barry Wynn, and Camp Wynn, who bring extensive experience and tenure to the firm. Their contributions, along with the expertise of the entire team, have solidified Colonial Trust Advisors, Inc.'s reputation as a reliable and esteemed partner in wealth management.

Charleston Investment Advisors, LLC is a small investment advisory firm located in Mt. Pleasant, SC. With one office, they specialize in providing comprehensive investment advisory services to a diverse clientele. Boasting a team of two highly skilled professionals, the firm manages a considerable portfolio of assets. On average, each investment advisor oversees approximately $69,110,000 in assets under management, which aligns with the industry standard. Charleston Investment Advisors, LLC employs a flexible compensation structure, including various methods such as a percentage of assets under management, fixed fees, and hourly charges. Although they manage a relatively small portion of 401K and individual accounts, they possess the expertise to effectively handle employer funds. Notably, their primary focus lies in managing the assets of high-net-worth individuals, who account for the majority of their clientele. Impressively, Charleston Investment Advisors, LLC nurtures relationships with over 70 individual clients, collectively representing assets under management totaling more than $138,221,000. The firm takes pride in its experienced team, with Erica Smith and Stephanie Mackara serving as two of the longest tenured registered advisors. Their wealth of knowledge and commitment to excellence contribute to the firm's success and reputation. Committed to delivering personalized investment strategies and achieving financial goals, Charleston Investment Advisors, LLC provides a tailored approach to each client's unique needs. With a focus on transparency, integrity, and exceptional service, they continue to cultivate long-lasting partnerships while helping their clients navigate the complex world of investment management.

CCM Investment Advisers, LLC is a reputable investment advisory firm located in Columbia, SC. With a team of 11 dedicated professionals, including 6 experienced investment advisors, they provide comprehensive financial guidance and services to a diverse clientele. Drawing upon their extensive knowledge and expertise, CCM Investment Advisers manages an impressive $892,127,000 in assets under management for over 640 individual clients. Their exceptional average of $15,130,000 in assets per investment advisor highlights their commitment to delivering personalized attention and tailored solutions. In terms of compensation structure, CCM Investment Advisers offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose the most suitable arrangement for their investment needs. While their focus lies primarily on individual clients, CCM Investment Advisers also possesses the capability to effectively manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. As a local firm deeply rooted in the community, CCM Investment Advisers prides itself on maintaining strong relationships with its clients. Led by esteemed advisors such as Robert Key, Christopher Antley, and Fowler Cary, who have been with the firm for an extensive period, they combine industry experience with a deep understanding of the local market. With their unwavering commitment to excellence and a client-centered approach, CCM Investment Advisers, LLC continues to serve as a trusted partner in helping individuals and businesses navigate the complexities of the financial landscape.

Anchor Investment Management has over 420 individual clients with over $935,531,000 in assets under management. Anchor Investment Management is a local investment advisory firm based out Columbia, SC with 2 offices. While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 91% of the assets they manage are discretionary.The majority of the assets managed are for high networth individuals.Their compensation structure includes several types, including: a percentage of assets under management, fixed fees, . Anchor Investment Management has 18 total employees with 9 of them providing investment advisory services. They average approximately $103,950,000 in assets under management per investment advisor, which is average compared to the industry average.

The Cavanaugh Group Inc, a prominent investment advisory firm headquartered in Hilton Head Island, SC, is renowned for its exceptional financial management services. With over 20 esteemed individual clients and an impressive $486,525,000 in assets under management, they have established a remarkable track record in the industry. Specializing in discretionary asset management, The Cavanaugh Group Inc caters predominantly to high net worth individuals, providing tailored investment strategies to preserve and grow their wealth. With a team of two dedicated employees, each serving as registered advisors, The Cavanaugh Group Inc offers personalized and comprehensive investment advisory services. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. The firm's average assets under management per investment advisor stands at an impressive $243,260,000, far surpassing the industry average. Daniel Keith and Jessica Keith, two of the firm's longest tenured registered advisors, bring a wealth of experience and expertise to The Cavanaugh Group Inc. Their unwavering commitment to delivering exceptional financial guidance has contributed significantly to the firm's success and earned them a sterling reputation among their clients and peers. Operating from their single office on Hilton Head Island, The Cavanaugh Group Inc remains dedicated to providing exceptional investment advisory services, helping their clients achieve their financial goals and secure a prosperous future.

Allison Investment Management, LLC is a small investment advisory firm based out of Columbia, SC. With two offices, they specialize in providing comprehensive investment advisory services. The firm's two employees are dedicated to delivering personalized financial strategies to their clients. On average, each investment advisor manages approximately $51,790,000 in assets under management, which aligns with the industry average. Allison Investment Management, LLC adopts a diverse compensation structure that includes a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, 91% of the assets they manage are discretionary, reflecting the trust placed in their expertise by their clients. Catering primarily to high net worth individuals, Allison Investment Management, LLC holds the majority of its managed assets in this segment. Additionally, they offer an array of valuable services such as being a registered representative of a broker-dealer, as well as an insurance broker or agent. With a sizable client base, the firm currently serves over 40 individual clients, effectively managing more than $103,582,000 in assets. David Allison and John Allison stand as two of the longest tenured registered advisors at the firm, contributing their extensive experience and knowledge to the organization's success. Allison Investment Management, LLC prides itself on providing expert investment advisory services and a commitment to fostering long-term client relationships. With their comprehensive financial strategies and experienced team, they strive to help clients achieve their financial goals and secure a prosperous future.

Norris Financial Group, LLC is a small investment advisory firm based out of Greenville, SC. With one office, they have established a strong presence in the local financial services industry. Led by a team of dedicated professionals, Norris Financial Group specializes in providing comprehensive investment advisory services to individuals and employer-sponsored 401K plans. With a total of four employees, three of whom are registered advisors, Norris Financial Group boasts a well-rounded team capable of delivering expert financial advice. Their advisors have an average of $55,040,000 in assets under management, aligning closely with the industry average. The firm offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. Norris Financial Group has solid experience managing employer 401Ks and individual assets, which collectively make up approximately half of their assets under management. Their expertise in this area has earned them a reputation as a trusted partner in retirement planning and investment management. Furthermore, the firm prides itself on providing discretionary management for all of its clients, affording them a high level of trust and confidence in their investment decisions. With a client base exceeding 300 individuals, Norris Financial Group manages assets totaling over $165,117,000. Altman Norris and Calvin Davis, two of the firm's longest-tenured registered advisors, bring invaluable knowledge and experience to the team, ensuring that clients receive exceptional service and tailored investment strategies. Norris Financial Group, LLC is committed to helping individuals and businesses in the Greenville community achieve their financial goals through sound investment advisory services and personalized wealth management solutions.

Family Asset Management, LLC is a small investment advisory firm based out of Charleston, SC, with one office. With a total of eight employees, four of whom provide investment advisory services, they offer comprehensive financial management solutions to their clients. With an average of $91,130,000 in assets under management per investment advisor, Family Asset Management's performance aligns with the industry average. Their compensation structure is diverse, encompassing a range of types such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts a substantial client base, serving over 120 individual clients and managing assets totaling more than $281,820,000. Their primary focus is on high net worth individuals, as the majority of assets managed belong to this segment. While 401(k) and individual accounts make up less than 30% of their assets under management, Family Asset Management possesses the capability to effectively manage employer funds. An impressive 82% of the assets they oversee are handled on a discretionary basis, reflecting their clients' trust in their expertise and decision-making. Family Asset Management takes pride in its team of experienced advisors. Among their longest-tenured professionals are Andrew Barrett, John Daughtridge, and Daniel Russler. Their commitment to providing personalized, strategic financial advice has earned them a strong reputation in the industry.

Prudeo Partners, LLC, a local investment advisory firm headquartered in West Columbia, SC, is dedicated to providing comprehensive financial solutions to its clients. With a presence in two offices, Prudeo Partners employs a team of 10 professionals, of which 6 specialize in investment advisory services. Leveraging their expertise, the firm manages an impressive average of approximately $59,650,000 in assets per investment advisor, aligning with industry norms. Prudeo Partners employs a diverse compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm's expertise lies in managing employer 401Ks and individual accounts, which collectively constitute about half of their impressive assets under management. Their exceptional track record in this field speaks to their competence and understanding of the nuances in managing retirement funds and individual investments. A testament to their success, Prudeo Partners oversees a significant client base, catering to over 460 individuals. The firm's total assets under management stand at an impressive $357,879,000, underscoring their commitment to prudent financial stewardship. Leading the way are some of the longest-tenured advisors in the industry, including Michael Krumholz, Christian Tyler, and Andrew Todd, who bring a wealth of experience and a proven track record to the firm. Prudeo Partners, LLC proudly offers discretionary management for 100% of the assets they handle, providing clients with a seamless and hands-off investment experience. With their local presence, expert team, and dedication to client success, Prudeo Partners has solidified its position as a trusted partner in the financial advisory landscape of West Columbia, SC.