Dba Big Money Retirement And Big Retirement: new SEC registration, $147M AUM, Greenville, SC
Dba Big Money Retirement And Big Retirement (Greenville, South Carolina): new SEC registration, $147M AUM, Greenville, SC. Its amount of 147 is above the median of 134 (55th percentile). Dated 306 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 147 · 55th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related SC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Dba Big Money Retirement And Big Retirement |
| Legal name | Burgess Investment Group, LLC |
| CRD | 318698 |
| Status | Approved |
| Registered with the SEC | 2026-01-02 |
| Latest Form ADV filing | 2026-09-14 |
| Location | Greenville, SC, United States |
| Regulatory AUM | $147,135,626 |
| Accounts | 864 |
| Employees | 26 |
| Website | https://www.bigmoneyretirement.com/ |
| amount percentile | 55th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (14 SC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Dba Big Money Retirement And Big Retirement
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Dba Big Money Retirement And Big Retirement + all 14 SC records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (SC first): Wealth Intelligently Navigated, LLC · Coastline Complete Wealth LLC · J. Freeman & Associates · Tidal Creek Capital Advisors · Tidehaven Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Dba Big Money Retirement And Big Retirement and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- Dba Big Money Retirement And Big Retirement's amount: 55th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every South Carolina peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $147M under management.
- Website on file.
What is the NewRiaPulse record for Dba Big Money Retirement And Big Retirement in Greenville, South Carolina?
Dba Big Money Retirement And Big Retirement received SEC registration as an investment adviser (2026-01-02) with $147,135,626 in regulatory assets under management, based in Greenville, SC.
How does Dba Big Money Retirement And Big Retirement compare to other South Carolina NewRiaPulse records?
Its amount of 147 sits in the upper half (55th percentile) of 1,149 records; the median is 134. It is 306 days old; check the official source for later updates before acting.
Dba Big Money Retirement And Big Retirement vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Dba Big Money Retirement And Big Retirement | Greenville, SC | 147 | 55th | 2026-01-02 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in South Carolina NewRiaPulse: Approved
More South Carolina public-record feeds
New SBA 7(a) & 504 Loan Approvals in South Carolina New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in South Carolina Nursing Home Inspection Deficiencies by State & Severity in South Carolina Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in South Carolina New MSHA Citations at Mines & Quarries by State in South Carolina School & Library E-Rate Contracts Up for Rebid in South Carolina New Trucking Company Registrations in South Carolina Bank Branch Openings, Closings & Mergers by State in South Carolina
How to monitor Dba Big Money Retirement And Big Retirement and peer approved records
Get new NewRiaPulse records like Dba Big Money Retirement And Big Retirement 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.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ 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
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.