Company lists · Data refreshed September 2026

Top 24 Family offices based in Charleston, United States

Name: Family offices based in Charleston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 39 companies tracked

RevenueBase identified 39 company matches for family offices associated with Charleston, United States as of September 2026 and tracks 372 professional contacts across them, including 131 with verified work emails. Across the United States, New York is the largest hub for this category (743 companies); Charleston has 39.

This list covers company matches for family offices associated with Charleston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

39Companies

372Contacts tracked

131Verified emails

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The 24 largest family offices based in Charleston, United States

Ranked by team size

Top 24 of 39 company matches for family offices based in Charleston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Commonwealth Financial Group	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	11-50	122 contacts →
	Exact match “Since our inception in 2001, our concern for our clients has been the driving force behind everything we do.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Southstate Investment Services	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	51-200	38 contacts →
	Exact match “At SouthState Investment Services, we strive to deliver exceptional financial insight and personalized service to help position you to work toward preserving and growing your…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Ambwealth	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	11-50	27 contacts →
	Exact match “YOU DESERVE A BETTER WAY TO REACH YOUR GOALS.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Permcap	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “Permanens Capital (PermCap) is an Outsourced Chief Investment Officer (OCIO) and Multi-Family Office (MFO) serving endowments, foundations, faith-based institutions, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Vandalia Wealth Management	Exact match	Charleston, WV, United StatesHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “Vandalia Wealth is an independent wealth management firm dedicated to helping individuals, families, and businesses build, preserve, and transfer wealth with clarity and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Harbor Financial Group, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	15 contacts →
	Exact match “We are a private wealth management firm providing exceptional service with a clearly defined process designed to help manage and preserve wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Anderson Growth Partners	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “Located in Birmingham, Alabama, and Charleston, South Carolina, Anderson Growth Partners is an investment management company that provides investment and strategic advisory…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Roadstead Real Estate Advisors, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “ROADSTEAD [rohd-sted] noun - 1.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Ballast Rock Private Wealth	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Ballast Rock Private Wealth is an independent, SEC-registered investment advisor based in Charleston, South Carolina.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Family Office Solutions, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Family Office Solutions is a boutique professional service firm that delivers an outstanding experience to family offices and the service providers that support them.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Charleston Financial Advisors, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “At Charleston Financial Advisors, we understand your financial planning and investment needs are unique.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Coastal Strategic Capital	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “After years of client collaboration at our previous firm, our founders sought out to build something different.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Capasso Planning Partners	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “Capasso Planning Partners is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Prosperity Capital Advisors Charleston - Palo Alto	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Alison Wealth Management provides financial advisory services in Charleston, SC and Palo Alto, CA specializing in retirement planning, investment management, tax strategies…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Affluence Financial Group	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Warren Capital Group	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Warren Capital Group is a wealth management company servicing individuals and institutions throughout the nation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Nicholson Wealth Management Group	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Where Strategy Meets Stewardship Nicholson Wealth Management is a fee-based Registered Investment Advisor (RIA) delivering personalized investment management and fiduciary wealth…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Ms2 Capital	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Ms2 Capital is a single family office and consulting firm with operations and investment interests in venture capital, real estate, capital markets, and digital assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	PGI Financial Services, INC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At PGI Financial Services, our mission is to help our clients achieve financial confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Brook Park Holdings	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “Brook Park Holdings is a holding company with a diverse portfolio of small to medium size businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Poseidon Capital Ventures	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Poseidon Capital Ventures is an independent sponsor group partnering with our network of family offices and lower middle market private equity firms to support owner transitions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Family Asset Management, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Family Asset Management is an advisory-owned independent Registered Investment Advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Client First Advisors LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Client First Advisors is a Multi Family Office where granted ownership benefits will reduce 30% off your current long term fees, in addition to offering you the full services that…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Ascend Capital Management LLC	Exact match	Charleston, WV, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Ascend Capital Management is a family office headquartered in Charleston, West Virginia.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “family offices”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 24 of 39 family offices based in Charleston, United States

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Family offices based in Charleston, United States at a glance

As of Sep 19, 2026

35.2%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Charleston, so it is reported there. Company counts and contact totals on this page are exact for Charleston, over 39 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Charleston, United States whose business descriptions match “family offices” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 131 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Family offices by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family offices”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family offices are there based in Charleston, United States?

RevenueBase identified 39 company matches for family offices associated with Charleston, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Commonwealth Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most family offices?

New York leads the United States with 743 company records, followed by Dallas (251) and Chicago (246). Charleston has 39.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 131 professional contacts with verified work emails tracked across these 39 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.