How many financial advisors are in Bluffton, South Carolina?

Falists lists 12 registered investment advisers with a principal office or filing address in Bluffton, South Carolina, based on public SEC IAPD data.

How do financial advisors in Bluffton charge fees?

Fee structures vary by firm. In Bluffton, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bluffton?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

South Carolina · 12 advisers

Financial Advisors in Bluffton, South Carolina

Looking for a financial advisor in Bluffton, South Carolina? Falists indexes 12 SEC-registered and state-registered investment advisers in Bluffton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $284.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$284.7M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth10 Planning7 Trusts7 Retirement4 Institutional3

Top advisors in Bluffton

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

OAK ADVISORS, LLC

Bluffton, SC

AUM

$284.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

843-757-9339

Full profile Visit site →

Bluffton, SC

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

864-506-2684

Full profile Visit site →

VAN GROUW ADVISORS, LLC

Bluffton, SC

AUM

$68.8M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM

843-815-6629

Full profileNo website

CLOSED END TRADING LLC

Bluffton, SC

AUM

$26.4M

Institutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

610-247-2542

Full profileNo website

PROVISOR ASSET MANAGEMENT LLC

Bluffton, SC

AUM

$3.2M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

704-617-6481

Full profileNo website

More cities in South Carolina

Charleston (37)Greenville (33)Columbia (22)Mount Pleasant (19)Mt. Pleasant (10)Daniel Island (7)Fort Mill (6)Myrtle Beach (6)Rock Hill (6)Aiken (5)Spartanburg (5)Summerville (5)

Common questions

How many financial advisors are in Bluffton, South Carolina?: 12 registered investment advisers are listed in our Bluffton directory, sourced from public SEC filings.
What types of advisors are in Bluffton?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bluffton?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.