Top 10 financial advisor firms in Mount Pleasant

10 SEC-registered financial advisor firms are headquartered in Mount Pleasant, SC, with $14.9B in combined regulatory assets under management. The largest by assets are Apollon Wealth Management ($11.6B), Apollon Financial ($1.45B) and Morris Financial Concepts ($538M).

10
Financial advisor firms: $14.9B
Their combined AUM: $223M
Median firm AUM: 12,148
Clients of the top 10

The 10 largest by assets

1
Apollon Wealth Management
RIA
$11.6B
Up to 2.00% a year
2
Apollon Financial
RIA
$1.45B
Regulatory AUM
3
Morris Financial Concepts
RIA
$538M
0.40% to 1.00% a year
4
Gunderson Capital Management
RIA
$396M
1.00% to 2.00% a year
5
SAOS Capital
RIA
$239M
Regulatory AUM
6
360 Financial Partners
RIA
$207M
Up to 2.00% a year
7
Oceanside Advisors
RIA
$191M
0.60% to 1.50% a year
8
Imprint Wealth
RIA
$132M
0.50% to 2.00% a year
9
Tidehaven Wealth
RIA
$125M
Up to 1.50% a year
10
E & R Wealth Management
RIA
$105M
0.50% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Apollon Wealth Management

Apollon Wealth Management is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2018. 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 $11.6 billion, as filed on 15 September 2026.

Apollon Wealth Management charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $11.6B
Clients: 8,389
Advisory staff: 115
Fee schedule: Up to 2.00% a year
Minimum account: $250,000
Custodians: Charles Schwab, Raymond James, Fidelity, Folio Investments
Headquarters: 111 Coleman BLVD, Suite 402, Mount Pleasant, SC 29464
Phone: 843-579-0018
Website: apollonwealthmanagement.com

No. 2 · RIA

Apollon Financial

Apollon Financial is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2022. 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 $1.45 billion, as filed on 22 June 2026.

Regulatory AUM: $1.45B
Clients: 1,258
Advisory staff: 18
Custodians: LPL Financial, Charles Schwab, Fidelity
Headquarters: 111 Coleman BLVD, Suite 402, Mount Pleasant, SC 29464
Phone: 843-579-0018
Website: apollonfinancial.com

No. 3 · RIA

Morris Financial Concepts

Morris Financial Concepts is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2002. 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 $538 million, as filed on 5 March 2026.

Morris Financial Concepts charges 0.40%–1.00% a year for its Investment Advisory Agreement.

Regulatory AUM: $538M
Clients: 294
Advisory staff: 9
Founded: 2001
Fee schedule: 0.40% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 409 Coleman BLVD, Ste 100, Mount Pleasant, SC 29464-5318
Phone: 843-884-6192
Website: apellawealth.com

No. 4 · RIA

Gunderson Capital Management

Gunderson Capital Management is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2021. 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 $396 million, as filed on 30 April 2026.

Gunderson Capital Management charges 1.00%–2.00% a year for its Assets Under Management Fee.

Regulatory AUM: $396M
Clients: 696
Advisory staff: 2
Fee schedule: 1.00% to 2.00% a year
Minimum account: $100,000
Custodians: Charles Schwab
Headquarters: 2072 Willbrook Lane, Mount Pleasant, SC 29466
Phone: 760-846-2046
Website: gundersoncapital.com

No. 5 · RIA

SAOS Capital

SAOS Capital is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2012. 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 $239 million, as filed on 28 May 2026.

Regulatory AUM: $239M
Clients: 561
Advisory staff: 3
Custodians: Fidelity
Headquarters: 410 Mill St, Suite 107, Mount Pleasant, SC 29464
Phone: 843-388-9925
Website: saoscapital.com

No. 6 · RIA

360 Financial Partners

360 Financial Partners is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2022. 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 $207 million, as filed on 6 March 2026.

360 Financial Partners charges up to 2.00% a year for its Asset Management Services.

Regulatory AUM: $207M
Clients: 292
Advisory staff: 3
Founded: 2006
Fee schedule: Up to 2.00% a year
Custodians: Stonex Financial
Headquarters: 1081 Johnnie Dodds BLVD., Ste 100, Mount Pleasant, SC 29464
Phone: 843-216-1077
Website: 360financialpartners.com

No. 7 · RIA

Oceanside Advisors

Oceanside Advisors is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $191 million, as filed on 4 February 2026.

Oceanside Advisors charges 0.60%–1.50% a year for its Asset Management.

Regulatory AUM: $191M
Clients: 253
Advisory staff: 4
Fee schedule: 0.60% to 1.50% a year
Minimum account: $500,000
Custodians: Charles Schwab, Altruist
Headquarters: 235 Magrath Darby BLVD., Suite 150, Mount Pleasant, SC 29464
Phone: 843-830-6568
Website: oceansideadvisors.com

No. 8 · RIA

Imprint Wealth

Imprint Wealth is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2022. 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 $132 million, as filed on 31 March 2026.

Imprint Wealth charges 0.50%–2.00% a year for its Investment Management Services.

Regulatory AUM: $132M
Clients: 77
Advisory staff: 2
Fee schedule: 0.50% to 2.00% a year
Headquarters: 375 N Shelmore BLVD., Suite 2b, Mount Pleasant, SC 29464
Phone: 8438343144313

No. 9 · RIA

Tidehaven Wealth

Tidehaven Wealth is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $125 million, as filed on 16 July 2026.

Tidehaven Wealth charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $125M
Clients: 163
Advisory staff: 2
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 238 Mathis Ferry Road, Unit 104, Mount Pleasant, SC 29464
Phone: 843-284-8040
Website: tidehavenwealth.com

No. 10 · RIA

E & R Wealth Management

E & R Wealth Management is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $105 million, as filed on 30 March 2026.

E & R Wealth Management charges 0.50%–1.25% a year for its Premier.

Regulatory AUM: $105M
Clients: 165
Advisory staff: 2
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 761 Coleman BLVD., Suite E, Mount Pleasant, SC 29464
Phone: 843-654-1211
Website: raawealth.com

Questions about financial advisors in Mount Pleasant

How many financial advisor firms are headquartered in Mount Pleasant?

10 SEC-registered financial advisor firms report their principal office in Mount Pleasant, SC, managing $14.9B 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 Mount Pleasant?

Apollon Wealth Management, with $11.6B in regulatory assets under management on its latest Form ADV. The next largest are Apollon Financial ($1.45B) and Morris Financial Concepts ($538M).

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

How large is a typical financial advisor firm in Mount Pleasant?

The median firm manages $223M in regulatory assets. That is the midpoint of the 10 firms headquartered in Mount Pleasant.

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

How much do financial advisors in Mount Pleasant charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Mount Pleasant?

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

Mount Pleasant has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Mount Pleasant

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