Dividend Assets Capital Named Top 250 RIAs to Watch

The South Carolina-based wealth management firm earns recognition for the second consecutive year on AdvisorHub’s prestigious list.

Ridgeland, SC , 09/23/2025 / SubmitMyPR /

Dividend Assets Capital, LLC (DAC), a top South Carolina-based wealth management firm, has once again been recognized among AdvisorHub’s Top 250 RIAs to Watch. Since its establishment in 2013, DAC has built a reputation for providing trusted wealth management solutions, and this marks the second consecutive year the firm has earned a place on the prestigious list.

AdvisorHub’s ranking evaluates firms on a wide range of criteria, including assets under management, client retention, team stability, compliance history, and meaningful involvement within the communities they serve. The recognition is reserved for firms that demonstrate strong growth, operational strength, and an unwavering focus on client service.

Dividend Assets Capital, LLC

This recent award reinforces DAC’s continued success in providing top fiduciary wealth management in South Carolina that embodies its philosophy of “Superior Wealth Services, Clearly and Simply.” Through its disciplined dividend-growth investing approach, the firm has become a trusted partner for clients seeking reliable income strategies and sustainable long-term portfolio growth.

Jim Haley, the CEO of Dividend Assets Capital, expressed gratitude to his team for their efforts in earning a spot on this year’s list, saying, “This honor belongs to the entire DAC team whose dedication has propelled our client-focused achievements.”

DAC’s presence on the RIAs to Watch list reflects the firm’s reputation as a trusted source for wealth planning and its ability to serve both individual investors and institutions. By offering a range of services that extend beyond traditional financial advice, DAC helps clients align their financial goals with sustainable strategies. This includes offering access to customized portfolios that emphasize dividend-growth investing while integrating forward-thinking practices, such as dividend income & ESG investment strategies.

Located in Ridgeland, DAC is widely recognized for its strong regional presence while maintaining national reach through its growing client network. The firm serves a diverse group of clients, including families seeking financial independence, businesses planning for long-term growth, and institutions requiring tailored investment strategies.

Its comprehensive suite of services includes institutional asset management for financial advisors, designed to support professionals with tailored investment strategies, research insights, and practical guidance to better serve their own clients. For individuals and families, DAC provides registered investment advisor services that simplify complex financial decisions while helping clients preserve and grow wealth across generations.

What sets Dividend Assets Capital apart is its clear and transparent approach to wealth management. Clients receive guidance that is easy to understand, helping them feel more confident in their investment choices. This approach, combined with a disciplined dividend-growth strategy and thoughtful integration of environmental, social, and governance considerations, positions the firm at the intersection of traditional investing principles and modern responsibility.

Being named among the Top 250 RIAs to Watch for the second consecutive year underscores DAC’s position as a respected Registered Investment Advisor with a proven record of helping clients navigate wealth management challenges.

For more information about Dividend Assets Capital, LLC, visit its website at https://dacapitalsc.com/.

About Dividend Assets Capital, LLC

Dividend Assets Capital, LLC is a South Carolina-based wealth management firm offering dividend-growth investing, ESG strategies, and fiduciary wealth services. Since 2013, the firm has been helping individuals, families, and institutions achieve their financial goals through clear, disciplined, and transparent financial strategies.

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Media Contact

Dividend Assets Capital, LLC

58 Riverwalk Blvd, Ridgeland, SC 29936

(843) 645-9700

https://dacapitalsc.com/




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Published by: Randy Rohde