City
Wealth management firms in Daniel Island, South Carolina
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Daniel Island, South Carolina reported $1.1 billion in regulatory assets under management; the largest by assets was Curran Financial Partners, LLC, with $749.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $186.7 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Curran Financial Partners, LLC | SEC | $749.4 million | 1,274 |
| 2 | Harbour Wealth Management Group, Inc. | SEC | $266.2 million | 514 |
| 3 | Eagles Coast Wealth Management, LLC | State | $50.1 million | 243 |
| 4 | Daniel Island Wealth Management, LLC | State | $24.5 million | 53 |
| 5 | Reconstructing Wealth | State | $23.4 million | 220 |
| 6 | Sherman Financial & Wealth Management | State | $6.8 million | 19 |
Wealth management firms 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.