City
Independent RIAs in Rock Hill, South Carolina
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Rock Hill, South Carolina reported $1.7 billion in regulatory assets under management; the largest by assets was Bna Wealth, with $619.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $186.8 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bna Wealth | SEC | $619.8 million | 542 |
| 2 | Burkett Financial Services, LLC | SEC | $572.6 million | 1,525 |
| 3 | Core Advisory Group | SEC | $338.4 million | 1,819 |
| 4 | Anderson Griggs Investments | SEC | $133.6 million | 331 |
| 5 | Stauffer Financial, LLC | State | $9.9 million | 83 |
| 6 | Southbound Wealth LLC | State | $4.1 million | 37 |
| 7 | Wealth Rabbit | State | $2.6 million | 185 |
| 8 | Venables Financial Solutions | State | $163,720 | 6 |
| 9 | Continuum Capital Advisory, 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.