City
Wealth management firms in Hilton Head Island, South Carolina
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Hilton Head Island, South Carolina reported $488.2 million in regulatory assets under management; the largest by assets was Hilton Head Capital Partners, LLC, with $409.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $488.2 million
- Average per firm
- $81.4 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hilton Head Capital Partners, LLC | SEC | $409.5 million | 1,370 |
| 2 | Greenside Financial, Ltd | State | $38.6 million | 97 |
| 3 | Women's Worth Advisors | State | $26.0 million | 125 |
| 4 | Greenfield/Lewis Investment Counsel | State | $11.8 million | 15 |
| 5 | Poling Capital Management, LLC | State | $2.3 million | 3 |
| 6 | Traina Investment Advisory | State | $0 | 0 |
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.