The Fiduciary Alliance, headquartered in Greenville, SC, is a prominent local investment advisory firm with a widespread presence, boasting 12 offices strategically located across the region. With a team of 28 highly skilled professionals, the firm provides comprehensive investment advisory services to a diverse clientele. Among their employees, 20 are dedicated to offering expert guidance in the field of investment advisory. With an impressive track record, The Fiduciary Alliance manages a substantial amount of assets, averaging around $43,240,000 per investment advisor. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. While employer funds make up a significant portion of their managed assets, 401K and individual accounts account for less than 30%. An astounding 71% of the assets entrusted to The Fiduciary Alliance are under their discretionary management, a testament to their expertise and ability to make informed investment decisions on behalf of their clients. Speaking of clients, the firm proudly serves over 1,300 individuals, expertly managing their collective assets valued at over $864,799,000. The Fiduciary Alliance is distinguished by its team of dedicated professionals, including Brian Boughner, Anthony Mahfood, and Gregory Towner, who have earned a reputation for their long-standing commitment to the firm and their exceptional advisory skills. With their extensive experience and the firm's strong market presence, The Fiduciary Alliance continues to provide trusted financial guidance to their clients, helping them achieve their investment goals.

Carolina Wealth Advisors, based out of Myrtle Beach, SC, is a small investment advisory firm with a strong reputation for providing expert financial guidance. With six dedicated employees, including four highly experienced investment advisors, the firm delivers comprehensive wealth management solutions to a diverse clientele. With an average of $7,580,000 in assets under management per investment advisor, Carolina Wealth Advisors demonstrates their commitment to personalized attention and effective portfolio management. Their compensation structure is designed to align their interests with their clients', offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Boasting over 410 individual clients and managing more than $235,020,000 in assets, Carolina Wealth Advisors has established itself as a trusted partner in securing financial futures. A significant portion of their assets under management is derived from employer 401Ks and individuals, reflecting their expertise and experience in this domain. Carolina Wealth Advisors takes pride in their discretionary asset management approach, as 99% of the assets they oversee are under their clients' discretionary control. This ensures clients have the freedom to make informed investment decisions while benefiting from the firm's strategic guidance. With their main office located in Myrtle Beach, Carolina Wealth Advisors serves clients in the local area and beyond. Their commitment to excellence, personalized service, and extensive financial knowledge make them a reliable choice for individuals seeking comprehensive wealth management solutions.

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.

Gunderson Capital Management, headquartered in Mount Pleasant, SC, is a small investment advisory firm specializing in providing comprehensive financial solutions to individual and employer 401K clients. With a team of five dedicated professionals, including two experienced investment advisors, Gunderson Capital Management manages a total of over $197,826,000 in assets under management, with an impressive average of approximately $8,830,000 per investment advisor. The firm's compensation structure is designed to align the interests of their clients and advisors, incorporating various models such as a percentage of assets under management. This approach ensures that the advisors are motivated to deliver exceptional results while growing and preserving clients' wealth. Gunderson Capital Management takes pride in its extensive experience in managing employer 401Ks and individual investments. Approximately half of their assets under management are derived from these sources, highlighting their expertise in this area. Moreover, the firm exclusively provides discretionary asset management services, giving clients peace of mind knowing that their investments are being handled with utmost care and expertise. Led by esteemed registered advisors Barry Kyte and William Gunderson, who boast an impressive tenure with the firm, Gunderson Capital Management has built a reputation for delivering personalized and tailored financial strategies. The firm's commitment to excellence, combined with their deep industry knowledge, allows them to provide their 510 individual clients with expert guidance, customized investment solutions, and exceptional service. With their unwavering dedication to client success, Gunderson Capital Management continues to solidify their position as a trusted partner in helping clients achieve their financial goals.

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.

360 Financial Partners, LLC is a small investment advisory firm based in Mount Pleasant, SC, with a focus on providing comprehensive financial solutions to its clients. With a team of three dedicated employees, the firm specializes in investment advisory services, ensuring that clients receive personalized and expert guidance. With an average of approximately $72,050,000 in assets under management per investment advisor, 360 Financial Partners, LLC maintains a competitive position within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, tailored to meet the diverse needs of their clientele. The firm boasts an impressive portfolio, managing over $111,526,000 in assets for more than 250 individual clients. Notably, they have gained substantial experience in handling employer 401Ks and individual assets, with half of their assets under management sourced from these areas. This expertise allows them to deliver effective strategies and insights to their clients within this specific sector. 360 Financial Partners, LLC is distinguished by their discretionary management approach, as they oversee 100% of the assets they manage. This level of autonomy enables them to make informed investment decisions aligned with their clients' financial goals and risk tolerance. Headed by seasoned advisors, including Randall Teegardin, David Van Rensselaer, and Dustin Hughes, 360 Financial Partners, LLC benefits from the expertise and longevity of their team. With their main office located in Mount Pleasant, SC, the firm provides a convenient and accessible location for clients seeking comprehensive financial planning and investment advisory services.

Verity Investment Partners is a leading local investment advisory firm headquartered in Beaufort, SC, with a strong reputation for providing personalized financial services. With a team of 13 dedicated professionals, including 10 experienced investment advisors, Verity Investment Partners offers comprehensive wealth management solutions to a diverse clientele. The firm manages an impressive average of approximately $60,950,000 in assets under management per investment advisor, which is in line with industry standards. Verity Investment Partners' compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Boasting a robust portfolio, Verity Investment Partners oversees a total of over $840,091,000 in assets under management for more than 110 individual clients. The firm primarily serves high net worth individuals, although it also has the capability to manage employer funds. The vast majority of the assets managed by Verity Investment Partners, approximately 99%, are discretionary. With four offices strategically located in Beaufort, Verity Investment Partners offers convenient access to its comprehensive suite of investment advisory services. The firm takes pride in its experienced team of advisors, including Charles Anderson, Michael Klaiber, and Jonathan Verity, who have demonstrated long-term dedication and expertise in serving their clients' financial needs. Verity Investment Partners is committed to building lasting relationships with its clients, providing tailored investment strategies, and delivering exceptional financial guidance. By combining their extensive industry knowledge with a personalized approach, the firm strives to help clients achieve their financial goals and secure a prosperous future.

Waypoint Strategic Advisors, a reputable local investment advisory firm based in Summerville, SC, is dedicated to providing exceptional financial guidance to its clients. With a team of eight highly skilled professionals, all of whom specialize in investment advisory services, Waypoint ensures personalized attention and expert advice for each client. On average, their investment advisors oversee approximately $86,330,000 in assets under management, aligning with the industry average. Waypoint's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach to their clients' financial planning. With over 380 individual clients, Waypoint manages a substantial portfolio of over $114,900,000 in assets. Notably, nearly half of their assets under management stem from employer 401Ks and individual accounts, highlighting their strong expertise in this particular domain. With four strategically located offices, Waypoint Strategic Advisors is well-positioned to serve clients throughout the Summerville area and beyond. The firm boasts a team of seasoned advisors, including Richard Coakley, Matthew Coakley, and Joe Young, who bring extensive experience and a deep understanding of the financial industry to their roles. Whether clients seek guidance for retirement planning, wealth management, or other investment strategies, Waypoint Strategic Advisors is committed to delivering comprehensive, tailored solutions. By combining their industry expertise, local presence, and client-focused approach, Waypoint ensures that each individual receives the highest level of financial advice and support.

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.

Morris Financial Concepts, Inc. is a local investment advisory firm based out of Mount Pleasant, SC. With one office, they serve a diverse clientele seeking professional financial guidance. The firm boasts a team of 10 highly skilled employees, six of whom specialize in providing top-notch investment advisory services. With an average of approximately $57,410,000 in assets under management per investment advisor, Morris Financial Concepts, Inc. maintains an industry-average position in terms of asset management. Their compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage employer funds. An impressive 97% of the assets they handle are under discretionary management, showcasing their clients' trust in their decision-making abilities. Morris Financial Concepts, Inc. primarily caters to high-net-worth individuals, managing a substantial portfolio of over $344,443,000 across 180 individual clients. The firm takes pride in its experienced team, including Laura Ryan, Kyra Morris, and Tiffany Ritchie, who have demonstrated long-standing commitment and expertise in serving clients' financial needs. Through a client-centered approach and comprehensive financial solutions, Morris Financial Concepts, Inc. strives to empower individuals and businesses, enabling them to achieve their financial goals with confidence and peace of mind.

Saos Capital, LLC, a small investment advisory firm headquartered in Mount Pleasant, SC, caters to a diverse client base of over 460 individuals, managing a substantial $161,879,000 in assets. With a strong focus on employer 401Ks and individual investments, Saos Capital possesses extensive expertise in this specialized field. An impressive 88% of their assets under management are handled discretely, ensuring personalized and tailored investment strategies. With a well-rounded team of four employees, including three seasoned investment advisors, Saos Capital is dedicated to delivering comprehensive financial solutions to its clients. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring a mutually beneficial relationship. Boasting an average of $53,960,000 in assets under management per investment advisor, Saos Capital's advisors are on par with industry standards. The firm takes pride in the expertise and commitment of their longest-tenured advisors, including Aulden Hopper, William Avant, and Samuel Gamble, who have played integral roles in the firm's success. Saos Capital's single office in Mount Pleasant serves as the hub for their operations, allowing them to provide personalized attention and foster strong client relationships. Through their diligent efforts and unwavering commitment to delivering exceptional investment advisory services, Saos Capital continues to assist clients in achieving their financial goals and securing a prosperous future.