Data / Investment advisers / South Carolina / Van Der Noord Financial Advisors, Inc.
Van Der Noord Financial Advisors, Inc., Greer, SC: $152 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Van Der Noord Financial Advisors, Inc. is an SEC registered investment adviser with its main office in Greer, South Carolina and reports $152 million in regulatory assets under management in its Form ADV filed January 14, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Van Der Noord Financial Advisors, Inc. (CRD number 135556): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 135556
- SEC file number
- 801-120664
- SEC status
- Approved, effective March 31, 2021
- Main office
- The Village at Thornblade 420 the Parkway, Suite G2, Greer, SC 29650
- Phone
- (864) 801-1977
- Website
- vandernoordfinancial.com
- Regulatory AUM
- $152,009,062 in the Form ADV filed January 14, 2026
- Discretionary AUM
- $148,699,943
- Non discretionary AUM
- $3,309,119
- Accounts
- 372
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $123.6 million |
| Individuals (other than high net worth individuals) | 68 | $24.9 million |
| Pension and profit sharing plans | Fewer than 5 | $3.3 million |
| Charitable organizations | Fewer than 5 | $197,601 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $152 million | January 14, 2026 |
| December 1, 2025 | $133.8 million | January 22, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| J. Freeman & Associates | Greenville | $175 million | Not listed | adviserinfo.sec.gov |
| Allison Investment Management, LLC | Columbia | $170.4 million | Not listed | adviserinfo.sec.gov |
| Wallick Investments, LLC | Columbia | $168.3 million | Not listed | adviserinfo.sec.gov |
| Frontline Healthcare Partners | Charleston | $168.1 million | 3 | adviserinfo.sec.gov |
| Ivy Evergreen, LLC | Charleston | $155 million | 4 | adviserinfo.sec.gov |
| Dba Big Money Retirement and Big Retirement | Greenville | $147.1 million | Not listed | adviserinfo.sec.gov |
| Wildes Financial Strategies, Inc | Georgetown | $138.3 million | Not listed | adviserinfo.sec.gov |
| SQN Venture Partners, LLC | Charleston | $137.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Van Der Noord Financial Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.