# Newest independent RIAs in South Carolina

As of October 2, 2026, Wealth Intelligently Navigated, LLC ranked #1 in South Carolina in AdvisorIQ's ranking of newest independent RIAs, with $532.9 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/newest/south-carolina/

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: usd
- scope: South Carolina
- firms_listed: 37
- rows: rank: 1, crd: 340998, firm: Wealth Intelligently Navigated, LLC, city: Greer, state: SC, value: 532920068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340998/; rank: 2, crd: 338227, firm: Coastline Complete Wealth LLC, city: Bluffton, state: SC, value: 213631245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338227/; rank: 3, crd: 331226, firm: Blue Bear Financial, LLC, city: Mount Pleasant, state: SC, value: 147365028, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331226/; rank: 4, crd: 318698, firm: DBA Big Money Retirement and Big Retirement, city: Greenville, state: SC, value: 147135626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318698/; rank: 5, crd: 121757, firm: Southeast Financial Advisors, city: Greenville, state: SC, value: 132964803, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121757/; rank: 6, crd: 139400, firm: Oak Street Advisors, city: Myrtle Beach, state: SC, value: 126212626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139400/; rank: 7, crd: 287840, firm: Tidal Creek Capital Advisors, city: Bluffton, state: SC, value: 125985607, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287840/; rank: 8, crd: 281814, firm: Tidehaven Wealth, LLC, city: Mount Pleasant, state: SC, value: 124983821, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281814/; rank: 9, crd: 308263, firm: Generouswealth, LLC, city: Summerville, state: SC, value: 110365201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308263/; rank: 10, crd: 125607, firm: Blue Granite Capital, LLC, city: Charleston, state: SC, value: 108773163, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125607/; rank: 11, crd: 125964, firm: Five Mile River Investment Management, LLC, city: Okatie, state: SC, value: 108692772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125964/; rank: 12, crd: 317040, firm: Idle Hill Advisors LLC, city: Greenville, state: SC, value: 107479012, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317040/; rank: 13, crd: 174574, firm: Coastal Wealth Advisors, LLC, city: Johns Island, state: SC, value: 106620193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174574/; rank: 14, crd: 171271, firm: Runey & Associates Wealth Management, city: Mount Pleasant, state: SC, value: 104796418, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171271/; rank: 15, crd: 340420, firm: Stauffer Financial, LLC, city: Rock Hill, state: SC, value: 9922532, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340420/; rank: 16, crd: 338053, firm: Envest Advisors, LLC, city: Myrtle Beach, state: SC, value: 8089385, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338053/; rank: 17, crd: 335227, firm: Limehouse Wealth Management LLC, city: Lexington, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335227/; rank: 17, crd: 338146, firm: Yellow Oak Financial Planning, LLC, city: Simpsonville, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338146/; rank: 17, crd: 338943, firm: Traina Investment Advisory, city: Hilton Head Island, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338943/; rank: 17, crd: 339074, firm: Atvantis Wealth Management, LLC, city: Charleston, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339074/; rank: 17, crd: 339377, firm: Insight Tax & Finance LLC, city: Greenville, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339377/; rank: 17, crd: 339478, firm: Gwa Wealth, city: Mount Pleasant, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339478/; rank: 17, crd: 339498, firm: Fountainhead Wealth Planning, city: Clemson, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339498/; rank: 17, crd: 340643, firm: Greene Directions LLC, city: Anderson, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340643/; rank: 17, crd: 340812, firm: Resettle Wealth, city: Myrtle Beach, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340812/; rank: 17, crd: 340833, firm: Auranser Inc., city: Fort Mill, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340833/; rank: 17, crd: 340836, firm: First Rank Financial, city: Santee, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340836/; rank: 17, crd: 341571, firm: First Dominion Wealth Advisors LLC, city: Aiken, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341571/; rank: 17, crd: 341801, firm: Stella Maris Wealth, city: Greer, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341801/; rank: 17, crd: 342089, firm: Professional Planning & Wealth, city: Greenville, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342089/; rank: 17, crd: 342399, firm: The Wealthcare Clinic, city: Six Mile, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342399/; rank: 17, crd: 342833, firm: Ramsey Smith Investment Solutions, city: North Myrtle Beach, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342833/; rank: 17, crd: 342980, firm: Emerald Wealth, city: Daufuskie Island, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342980/; rank: 17, crd: 343039, firm: Yourvalues Wealth Counsel, LLC, city: Charleston, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343039/; rank: 17, crd: 343115, firm: Clocktower Private Wealth, city: Simpsonville, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343115/; rank: 17, crd: 343139, firm: Deltax Capital LLC, city: Summerville, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343139/; rank: 17, crd: 343240, firm: First There Financial, city: Greenville, state: SC, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343240/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [RIA market data for South Carolina](https://advisoriq.com/ria/states/south-carolina/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/south-carolina/

License: https://advisoriq.com/license/