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.

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.

Core Advisory Group, based out of Rock Hill, SC, is a small investment advisory firm that offers comprehensive financial services to a diverse client base. With a total of four employees, three of whom provide investment advisory services, Core Advisory Group brings a personalized approach to managing clients' assets. The firm boasts an impressive average of approximately $85,700,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. Core Advisory Group's success is evident in their extensive client roster, which includes over 1,290 individual clients with more than $177,715,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, highlighting their expertise in this particular area. As a testament to their experience and commitment to client satisfaction, Core Advisory Group manages 100% of the assets on a discretionary basis, providing clients with peace of mind and allowing the firm to make informed investment decisions on their behalf. With two offices in Rock Hill, Core Advisory Group is conveniently situated to serve their clients effectively. The firm takes pride in its team of highly experienced advisors, including N Gregg, David Foulk, and William King, who have been with the company for an extended period, contributing to the firm's stability and expertise in the field of investment advisory services.

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.

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.

Stokes Capital Advisors, LLC is a leading investment advisory firm based in Greenwood, SC. With over 150 individual clients and a remarkable $362,895,000 in assets under management, they have established themselves as a trusted partner in wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. The company's approach is built on the principle of discretion, as 100% of the assets they manage are handled with the utmost care and expertise. Committed to delivering exceptional financial solutions, Stokes Capital Advisors, LLC maintains a diverse compensation structure that includes a percentage of assets under management. With their two skilled employees, one of whom specializes in investment advisory services, the firm boasts an impressive average of approximately $362,900,000 in assets under management per investment advisor, surpassing industry standards. Taylor Stokes, a highly experienced registered advisor, has been with the company since 2015, contributing to their long-standing reputation for excellence. At Stokes Capital Advisors, LLC, clients can expect personalized attention and a comprehensive understanding of their unique financial goals. With a dedication to providing tailored investment strategies and maintaining the highest level of professionalism, they strive to help their clients achieve long-term financial success. As a small investment advisory firm, Stokes Capital Advisors, LLC combines the resources of a larger institution with the personalized service and attention to detail that only a boutique firm can offer.

Dividend Assets Capital, LLC is a highly esteemed investment advisory firm headquartered in Ridgeland, SC. With a team of 11 dedicated professionals, including 6 experienced investment advisors, they specialize in providing exceptional financial services to a diverse clientele. One of the key factors that sets Dividend Assets Capital apart is their impressive average assets under management per investment advisor, which stands at approximately $274,970,000. This figure significantly surpasses the industry average, reflecting their ability to attract and effectively manage substantial client portfolios. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' investment goals. Their extensive expertise in managing employer 401Ks and individual investments is evident, as these sources account for approximately half of the impressive $527,024,000 in assets under management. With an impressive 99% of the assets they manage being discretionary, Dividend Assets Capital has gained a reputation for their meticulous and astute investment strategies. As a local firm, they maintain a strong presence in Ridgeland, SC, and operate from a single office. At Dividend Assets Capital, clients can rely on the expertise and experience of their team, which includes esteemed advisors such as James Haley, Peter Gerry, and Charles Shaver. These professionals have played a pivotal role in the firm's long-standing success and are known for their commitment to delivering exceptional results and personalized financial solutions. Dividend Assets Capital, LLC is a trusted partner for individuals and employers seeking expert investment advice and wealth management services, offering a track record of excellence and a dedication to helping clients achieve their financial 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.