City
Wealth management firms in Simpsonville, South Carolina
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Simpsonville, South Carolina reported $106.1 million in regulatory assets under management; the largest by assets was Jehm Wealth & Retirement, LLC, with $65.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $106.1 million
- Average per firm
- $15.2 million
- SEC-registered, of those listed
- 0 of 7 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Jehm Wealth & Retirement, LLC | State | $65.1 million | 195 |
| 2 | Amoeba Growth Management LLC | State | $28.2 million | 16 |
| 3 | Upstate Financial Planning, LLC | State | $12.4 million | 33 |
| 4 | Quantaraxia LLC | State | $350,000 | 5 |
| 5 | Clocktower Private Wealth | State | $0 | 0 |
| 6 | The Rich Group, LLC | State | $0 | 0 |
| 7 | Yellow Oak Financial Planning, LLC | 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.