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Top RIA Firms in Mount Pleasant, South Carolina

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mount Pleasant, South Carolina. This hub covers 10 matching firms with $14.9B in total reported AUM and median AUM of $222.8M.

Firms

Matching current profiles

Total AUM

$14.9B

Reported regulatory AUM

Median AUM

$222.8M

Across firms with AUM

Largest firm

$11.6B

Apollon Wealth Management, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Apollon Wealth Management, LLC CRD 291902 · Limited Liability Company	MOUNT PLEASANT, SC	$11.6B Mar 2026	+$3.8B+49.8%	+$8.2B+243.9%	+$10.0B+638.9%	—	+82 employees+70.1% over 3Y	+13,792 accounts+123.2% over 3Y
2. Apollon Financial, LLC CRD 321217 · Limited Liability Company	MOUNT PLEASANT, SC	$1.4B May 2026	+$556.6M+62.5%	+$1.3B+886.8%	—	—	+20 employees+222.2% over 3Y	+2,385 accounts+549.5% over 3Y
3. Morris Financial Concepts, INC. CRD 114862 · Corporation	MOUNT PLEASANT, SC	$538.4M Mar 2026	+$130.1M+31.9%	+$182.7M+51.4%	+$270.5M+101.0%	+$408.5M+314.3%	+2 employees+25.0% over 3Y	+125 accounts+15.4% over 3Y
4. Gunderson Capital Management CRD 140795 · Limited Liability Company	MOUNT PLEASANT, SC	$395.8M Apr 2026	+$80.5M+25.5%	+$197.9M+100.1%	+$167.8M+73.6%	+$366.3M+1241.5%	-1 employees-20.0% over 3Y	+335 accounts+30.3% over 3Y
5. Saos Capital, LLC CRD 159515 · Limited Liability Company	MOUNT PLEASANT, SC	$239.1M May 2026	+$31.4M+15.1%	+$77.2M+47.7%	+$110.9M+86.5%	—	0 employees+0.0% over 3Y	+186 accounts+14.7% over 3Y
6. 360 Financial Partners, LLC CRD 169280 · Limited Liability Company	MOUNT PLEASANT, SC	$206.5M Mar 2026	+$47.3M+29.7%	+$95.0M+85.2%	—	+$89.8M+76.9%	0 employees+0.0% over 3Y	+41 accounts+8.2% over 3Y
7. Oceanside Advisors LLC CRD 170307 · Limited Liability Company	MOUNT PLEASANT, SC	$191.3M Feb 2026	+$54.9M+40.2%	—	—	+$82.6M+76.0%	0 employees+0.0% over 1Y	+162 accounts+26.9% over 1Y
8. Imprint Wealth LLC CRD 322130 · Limited Liability Company	MOUNT PLEASANT, SC	$131.6M Mar 2026	+$24.4M+22.7%	-$122.4M-48.2%	—	—	-5 employees-41.7% over 3Y	-469 accounts-55.7% over 3Y
9. Tidehaven Wealth, LLC CRD 281814 · Limited Liability Company	MOUNT PLEASANT, SC	$125.0M Mar 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
10. Runey & Associates Wealth Management CRD 171271 · Limited Liability Company	MOUNT PLEASANT, SC	$104.8M Mar 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.