Websterrogers Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Florence, SC. Its latest Form ADV filing, dated March 6, 2026, reports $461M in regulatory assets under management, 9 employees, 3 offices, and 810 accounts.
Assets Under Management
$461M
Employees
9
Offices
3 offices
Total Clients
328
Primary office
FLORENCE, SC
1411 SECOND LOOP ROAD, FLORENCE, SC, United States
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
242
2
HNWI
22.3%
73
3
Pension Plans
4.0%
13
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$461Mas of March 6, 2026
Discretionary99.8%
$460M
100% of total RAUM99.8%
Non-discretionary0.2%
$827K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$461M
Total Accounts810
10Y AUM Change+$286M (+164.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change-2 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.