SEC-registered investment advisers in Daniel Island
3 SEC-registered investment advisers are headquartered in Daniel Island, SC, with $2.02B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 3
- Investment advisers
- $2.02B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Volofin Capital Management (US) | Asset manager | $1.01B |
| Curran Financial Partners | RIA | $749M |
| Harbour Wealth Management Group | RIA | $266M |
- Type
- Asset manager
- Type
- RIA
- Type
- RIA
Daniel Island at a glance
Advisers headquartered here, by type
3
advisers
- Financial advisor firms (RIAs)$1.02B regulatory AUM2 (67%)
- Institutional managers$1.01B regulatory AUM1 (33%)
Other cities in South Carolina
- Charleston22
- Greenville17
- Columbia12
- Mount Pleasant10
- MT Pleasant6
- Bluffton5
- Rock Hill4
- Fort Mill3
- Myrtle Beach3
- Beaufort2
- Greenwood2
- Greer2