- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - South Carolina # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 14 newRiaPulse: records in South Carolina (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=SC) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=SC&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=SC) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 14 Most frequent - Professional Planning & Wealth (1) - Wealth Intelligently Navigated, LLC (1) - Tidal Creek Capital Advisors (1) - Blue Granite Capital, LLC (1) - Generouswealth, LLC (1) ## How do I get new newRiaPulse: records in South Carolina by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=SC) [Watch this exact filter](/v/newriapulse?state=SC#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More South Carolina public-record feeds [New SBA 7(a) & 504 Loan Approvals in South Carolina](/hub/sbaloanpulse/state/sc) [New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in South Carolina](/hub/erateproviderpulse/state/sc) [Nursing Home Inspection Deficiencies by State & Severity in South Carolina](/hub/nursinghomedeficiencypulse/state/sc) [Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in South Carolina](/hub/ghgemitterpulse/state/sc) [New MSHA Citations at Mines & Quarries by State in South Carolina](/hub/mshaminepulse/state/sc) [School & Library E-Rate Contracts Up for Rebid in South Carolina](/hub/eratecontractrebidpulse/state/sc) [New Trucking Company Registrations in South Carolina](/hub/fmcsacarrierpulse/state/sc) [Bank Branch Openings, Closings & Mergers by State in South Carolina](/hub/bankbranchchangepulse/state/sc) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)