$460.5M Total AUM
$459.7M Disc. AUM
-- 3Y CAGR
9 Employees
329 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 3
Office Locations
1411 Second Loop Road Florence SC
-- Columbia SC
-- Greenville SC
About Websterrogers Financial Advisors, LLC
WebsterRogers Financial Advisors (WRFA) is a South Carolina-based RIA providing fiduciary, goals-first wealth management with financial planning at the core. The team supports individuals and business owners with portfolio construction plus retirement, tax and estate planning, and charitable giving strategies. Custody is primarily at Charles Schwab, with Orion in the tech stack.
Team overview
29 AVG AGE
$65.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.2 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JR CREECH
DIRECTOR, Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
M
Megan Feguson
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 13 owners & executives
Unlock allContacts
JESSICA RENEE HARRINGTON
Director
- CRD
- #4585450
Available
Available
Available
William Glass Miles
Financial Advisor, General Partner
- CRD
- #7986558
Available
Available
Available
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $459,674,736 | $572,447 |
| Non-Discretionary | $826,789 | $118,113 |
| Total | $460,501,525 | $568,520 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing