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Fidelon
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Market Standing · 2026
The most transparent firms in Hilton Head Island-Bluffton-Port Royal.
38 scored firmsTop 3 recognizedfidelon.com/markets/hilton-head-island-bluffton-port-royal-sc
#1IA-only$2.3M91ARecognized · #1 Firm
2IA-only$1.6M91ARecognized · Top 3
3IA-only$4.2M91ARecognized · Top 3
4IA-only—91A—
5IA-only$11.8M90.7A—
6IA-only—90.7A—
7IA-only$46.5M90.3A—
8IA-only$17.7M90A—
9IA-only$24.4M89.9A—
10IA-only$4.9M89.7A—
11IA-only—89.7A—
12IA-only$55.3M89.5A—
13IA-only$21.2M89A—
14IA-only$8.6M88.3A—
15
Dwt Financial
CRD 328377
IA-only$607K88.1A—
16IA-only$1.2M87.7B+—
17IA-only$9.6M87.3B+—
18IA-only$126M87.2B+—
19
Lang Capital
CRD 281305
IA-only$106M87B+—
20IA-only$410M86.9B+—
21
Oak Advisors
CRD 137192
IA-only$285M86.8B+—
22IA-only$4M86.8B+—
23IA-only$47.7M85.8B+—
24IA-only$115M85.8B+—
25IA-only$88.3M85.6B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.