Updated:
Advisor.com
Advisor.com is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 318823, SEC file 801-128856), with its main office in...
Overview
Advisor.com is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 318823, SEC file 801-128856), with its main office in Charleston, South Carolina. Its Form ADV filed on 30 March 2026 reports $126.8M in regulatory assets under management across 2,029 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$126.8M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Charleston
Corporate office
Charleston, SC, United States
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