Top 5 financial advisor firms in Bluffton

5 SEC-registered financial advisor firms are headquartered in Bluffton, SC, with $938M in combined regulatory assets under management. The largest by assets are Oak Advisors ($285M), Coastline Complete Wealth ($214M) and Bedminster ($199M).

5
Financial advisor firms: $938M
Their combined AUM: $199M
Median firm AUM: 1,185
Clients of the top 5

The 5 largest by assets

1
Oak Advisors
RIA
$285M
1.00% to 1.50% a year
2
Coastline Complete Wealth
RIA
$214M
0.75% to 1.25% a year
3
Bedminster
RIA
$199M
0.70% to 1.00% a year
4
Live Oak Management Group
RIA
$126M
Regulatory AUM
5
Metis Wealth Management & Planning
RIA
$115M
0.75% to 1.00% a year

Profiles of the top 5

No. 1 · RIA

Oak Advisors

Oak Advisors is an investment adviser based in Bluffton, SC, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $285 million, as filed on 14 February 2026.

Oak Advisors charges 1.00%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $285M
Clients: 163
Advisory staff: 6
Founded: 2005
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3 Clark Summit Drive, Suite 201, Bluffton, SC 29910
Phone: 843-757-9339
Website: oakadvisors.net

No. 2 · RIA

Coastline Complete Wealth

Coastline Complete Wealth is an investment adviser based in Bluffton, SC, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $214 million, as filed on 4 August 2026.

Coastline Complete Wealth charges 0.75%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $214M
Clients: 186
Advisory staff: 2
Founded: 2023
Fee schedule: 0.75% to 1.25% a year
Minimum account: $250,000
Custodians: Raymond James
Headquarters: 255 New Riverside Village W Way, Unit 202, Bluffton, SC 29910
Phone: 843-379-1300
Website: coastlinecw.com

No. 3 · RIA

Bedminster

Bedminster is an investment adviser based in Bluffton, SC, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $199 million, as filed on 17 February 2026.

Bedminster charges 0.70%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $199M
Clients: 190
Advisory staff: 2
Fee schedule: 0.70% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 36 William Pope DR Ste 201, Bluffton, SC 29909
Phone: 843-705-5544
Website: thebedminstergroup.com

No. 4 · RIA

Live Oak Management Group

Live Oak Management Group is an investment adviser based in Bluffton, SC, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $126 million, as filed on 9 September 2026.

Regulatory AUM: $126M
Clients: 181
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 18 Palmetto Way, Suite B, Bluffton, SC 29910
Phone: 843-540-1149
Website: tidalcreekinvestments.com

No. 5 · RIA

Metis Wealth Management & Planning

Metis Wealth Management & Planning is an investment adviser based in Bluffton, SC, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $115 million, as filed on 24 January 2026.

Metis Wealth Management & Planning charges 0.75%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $115M
Clients: 465
Advisory staff: 2
Fee schedule: 0.75% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 5 Red Cedar St, Suite 201, Bluffton, SC 29910
Phone: 843-271-6088
Website: metiswealthllc.com

Questions about financial advisors in Bluffton

How many financial advisor firms are headquartered in Bluffton?

5 SEC-registered financial advisor firms report their principal office in Bluffton, SC, managing $938M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bluffton?

Oak Advisors, with $285M in regulatory assets under management on its latest Form ADV. The next largest are Coastline Complete Wealth ($214M) and Bedminster ($199M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bluffton?

The median firm manages $199M in regulatory assets. That is the midpoint of the 5 firms headquartered in Bluffton.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bluffton charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bluffton?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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