City
Wealth management firms in Johns Island, South Carolina
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Johns Island, South Carolina reported $217.8 million in regulatory assets under management; the largest by assets was Coastal Wealth Advisors, LLC, with $106.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $217.8 million
- Average per firm
- $43.6 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Coastal Wealth Advisors, LLC | SEC | $106.6 million | 274 |
| 2 | LCV Advisors LLC | State | $46.7 million | 74 |
| 3 | Atlantic Retirement & Wealth Advisors LLC | State | $44.9 million | 112 |
| 4 | Stono River Wealth Management LLC | State | $15.3 million | 43 |
| 5 | Baker Wealth Advisors, LLC. | State | $4.3 million | 161 |
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.