City
Independent RIAs in Aiken, South Carolina
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Aiken, South Carolina reported $116.4 million in regulatory assets under management; the largest by assets was Integrated Planning LLC, with $76.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $116.4 million
- Average per firm
- $23.3 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integrated Planning LLC | State | $76.7 million | 262 |
| 2 | Wealthcare | State | $16.9 million | 82 |
| 3 | A to Z Asset Advisors, LLC | State | $15.9 million | 142 |
| 4 | Wilson David Investment Advisors | State | $6.9 million | 18 |
| 5 | First Dominion Wealth Advisors LLC | State | $0 | 0 |
Independent RIAs in South Carolina, including every city.
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.