SEC-registered independent wealth management RIA
DBA Big Money Retirement and Big Retirement
As of its Form ADV filed September 14, 2026, DBA Big Money Retirement and Big Retirement, an SEC-registered independent wealth management RIA in Greenville, South Carolina, reported $147.1 million in regulatory assets under management across 864 accounts, ranking #71 among independent RIAs in South Carolina by assets.
Registration
- Main office
- Greenville, SC
- Registration
- SEC-registered, Approved
- CRD number
- 318698
- SEC file number
- 801-135075
- Registered since
- January 2, 2026
- Latest Form ADV filing
- September 14, 2026
- Legal name
- BURGESS INVESTMENT GROUP, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 6
Key figures
- Regulatory assets under management
- $147.1 million
- Discretionary
- $146.3 million (99.4%)
- Non-discretionary
- $861,259
- Accounts
- 864 (862 discretionary)
- Clients
- 867, approximate as reported
- Employees
- 26
- Advisory staff
- 10 performing investment advisory functions
- Average account
- $170,296
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In South Carolina | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #6,483 | #71 | $147.1 million |
| Independent RIAs with the most clients | #1,161 | #11 | 867 |
| Independent RIAs with the most accounts | #3,020 | #37 | 864 |
| Independent RIAs with the most advisory staff | #1,097 | #9 | 10 |
| Independent RIAs with the most high net worth clients | #3,968 | #47 | 78 |
| Independent RIAs with the most CFP professionals | #3,524 | #47 | 1 |
| Newest independent RIAs | #190 | #4 | $147.1 million |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 2, 2026 | $147.1 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 784 clients | $84.7 million | |
| High net worth individuals 78 clients | $61.4 million | |
| Charitable organizations fewer than 5 clients | $1.0 million |
How the firm is paid
- A percentage of assets under management
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
Financial planning clients (Item 5.H): 1-10.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
- Insurance company or agency
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 11
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 10
Designations held by the firm's IARs: CFP 1.
11 of the firm's 11 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in South Carolina
| Firm | City | RAUM |
|---|---|---|
| Cornerstone Alternatives | Greenville | $159.4 million |
| Van Der Noord Financial Advisors, Inc. | Greer | $152.0 million |
| Blue Bear Financial, LLC | Mount Pleasant | $147.4 million |
| Wildes Financial Strategies, Inc | Georgetown | $138.3 million |
| Anderson Griggs Investments | Rock Hill | $133.6 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- DBA Big Money Retirement and Big Retirement on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.bigmoneyretirement.com
- Independent RIAs in South Carolina
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.