City
Independent RIAs in Lexington, South Carolina
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Lexington, South Carolina reported $126.1 million in regulatory assets under management; the largest by assets was Brightworks Financial Planning LLC, with $84.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $126.1 million
- Average per firm
- $21.0 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Brightworks Financial Planning LLC | State | $84.3 million | 291 |
| 2 | Shadow Wealth Management, LLC | State | $19.6 million | 90 |
| 3 | Better Things Financial Partners LLC | State | $11.9 million | 122 |
| 4 | CMC Wealth Management, LLC | State | $5.7 million | 40 |
| 5 | Wayfinder Wealth Warriors LLC | State | $4.6 million | 15 |
| 6 | Limehouse Wealth Management 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.