| Firm | City | Reg. AUM | Funds |
|---|---|---|---|
| Coastal Wealth Advisors, LLC | Johns Island | $106.6M | — |
| E & R Wealth Management, LLC | Mount Pleasant | $104.8M | — |
| Taverik Capital, LLC | Greenville | $104.2M | 6 |
| Idle Hill Advisors LLC | Greenville | $103.8M | — |
| Modern Capital Management, Co. | Mt Pleasant | $100.8M | — |
| Lpl Financial LLC | Fort Mill | $61.9M | — |
| Advr, LLC | Charleston | $51.3M | — |
| Matty Ai Inc. | Greenville | $37K | — |
| Prospera Funds, Inc. | Isle of Palms | — | — |
| Coastline Complete Wealth LLC | Beaufort | — | — |
| Wealth Intelligently Navigated, LLC | Spartanburg | — | — |
| Auranser Inc. | Fort Mill | — | — |