City
Independent RIAs in Fort Mill, South Carolina
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Fort Mill, South Carolina reported $257.2 million in regulatory assets under management; the largest by assets was Intentional, with $175.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $257.2 million
- Average per firm
- $51.4 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Intentional | SEC | $175.8 million | 395 |
| 2 | Macaulay & Associates, LLC | State | $81.3 million | 337 |
| 3 | Asset Investment Solutions, LLC | State | $0 | 0 |
| 4 | Auranser Inc. | SEC | $0 | 0 |
| 5 | Harvest Financial Planning, 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.