NewRiaPulse: records in South Carolina
14 newRiaPulse: records in South Carolina are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-18 to 2026-09-16; the most frequent is Professional Planning & Wealth with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
14 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-18 to 2026-09-16. Most frequent: Professional Planning & Wealth (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Professional Planning & Wealth (1)
- Wealth Intelligently Navigated, LLC (1)
- Tidal Creek Capital Advisors (1)
- Blue Granite Capital, LLC (1)
- Generouswealth, LLC (1)
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What are the top newRiaPulse: records in South Carolina right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Professional Planning & Wealth | Greenville | ||
| Wealth Intelligently Navigated, LLC | $532,920,068 | 1552 | Greer |
| Tidal Creek Capital Advisors | $125,985,607 | 177 | Bluffton |
| Blue Granite Capital, LLC | $108,773,163 | 89 | Charleston |
| Generouswealth, LLC | $110,365,201 | 549 | Summerville |
| Runey & Associates Wealth Management | $104,796,418 | 292 | Mount Pleasant |
| Tidehaven Wealth, LLC | $124,983,821 | 545 | Mount Pleasant |
| Coastal Wealth Advisors, LLC | $106,620,193 | 274 | Johns Island |
| J. Freeman & Associates | $175,000,000 | 367 | Greenville |
| Idle Hill Advisors LLC | $107,479,012 | 819 | Greenville |
| Dba Big Money Retirement And Big Retirement | $147,135,626 | 864 | Greenville |
| Coastline Complete Wealth LLC | $213,631,245 | 507 | Bluffton |
| Auranser INC. | Fort Mill | ||
| Cobblers Cove Capital LP | Charleston |
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Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in South Carolina are listed?
14 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-16.
Can I get alerts for South Carolina?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records