Charleston, SC. June 16, 2026
Joseph L. Nicholson Ranked #32 in AdvisorHub's Top 50 Solo Advisors to Watch for 2026
Nicholson Wealth Management Group is proud to celebrate Joseph L. Nicholson, CIMA®, CKA®, being recognized as #32 in AdvisorHub's 2026 Top 50 Solo Advisors to Watch ranking. This national recognition highlights advisors who demonstrate exceptional growth, professionalism, client service, and practice excellence while serving as the lead advisor for their clients.
By the Numbers:
🏆 #32 Nationwide among AdvisorHub's Top 50 Solo Advisors to Watch
📈 Selected from AdvisorHub's broader list of 1,000 top advisors
🌟 Recognized for excellence in practice scale, growth, and professionalism
📍 Only South Carolina advisor named to the Top 50 Solo Advisors to Watch list in 2026
This achievement reflects Joe's unwavering commitment to providing personalized wealth management, fiduciary guidance, and exceptional service to the families and organizations we serve. The entire Nicholson Wealth Management Group team is honored to support this mission and proud to celebrate this well-deserved recognition. 🎉
The AdvisorHub’s 50 Solo Advisors to Watch is a subcategory of the broader AdvisorHub’s Advisors to Watch ranking. Advisors are selected from a pool of nominations based on survey data from all firms as well as from individual RIAs using data representing the 12-month period ending December 31 of the year prior to publication. Firms were asked to nominate their top advisors who met the following minimum requirements: seven years of experience, at least $150 million in assets under management, an acceptable regulatory/compliance record, and employment with current firm dating back at least two years. The ranking methodology is based on three basic categories: scale (relative size of assets, production, and quality of service), growth (relative year-over-year change in assets, clients, and production), and professionalism (regulatory record, community involvement, mentorship, and team makeup). Investment performance is not a criterion. AdvisorHub does not receive compensation from the advisors or their firms in exchange for placement on the list, however Joseph Nicholson/Nicholson Wealth Management Group may pay a fee to AdvisorHub for licensing rights to use and promote this recognition. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’ future performance.
Charleston, SC. May 14, 2026
JOE NICHOLSON CELEBRATES 25 YEARS AS A CERTIFIED KINGDOM ADVISOR® - Leading the way for faith-based financial management
Joe Nicholson, CIMA®, CKA®, Chief Executive Officer, and Chief Investment Officer of Nicholson Wealth Management Group, is celebrating a major milestone this month: 25 years as a Certified Kingdom Advisor® (CKA®).
As a Certified Kingdom Advisor, Nicholson provides clients with financial planning advice that incorporates Christian values and experience.
To maintain his CKA® designation, Nicholson annually has continuing education and attests with CKA’s 13 requirements including a strict code of ethics. Additionally, he has his CIMA® designation through the Investment & Wealth Institute℠ at The Wharton School.
“When I started Nicholson Wealth Management Group, I felt a responsibility to integrate the Christian values and ethics on which I was raised into my practice,” says Nicholson.
If the past 25 years are any indication, Nicholson can be assured that operating with spiritual integrity was a wise move. Not only has his firm been repeatedly recognized by Forbes as a Best-In-State Wealth Advisor (2019–2022, 2025, and 2026) but he has also helped provide clients with peace of mind knowing that they are operating in line with their spiritual values while doing so.
"We have a responsibility to do what is best for our clients and being CKA certified is one way I am able to take my services to a higher level,” adds Nicholson. "Integrating faith with wealth management isn't just about the numbers; it’s about providing wisdom-based guidance that honors a client’s ultimate purpose and legacy. My commitment to the CKA® standard means my practice remains rooted in the principles of integrity, competence, and biblical stewardship.”
Located in historic Charleston, S.C., Nicholson Wealth Management Group is a boutique asset management firm and Registered Investment Advisor. Led by Joe Nicholson, the firm provides personalized financial planning and discretionary investment management to high-net-worth families, foundations, and institutional clients.
Charleston, SC. January 3, 2023
Nicholson Wealth Management Group becomes a registered investment advisor
Joe Nicholson and the entire team at Nicholson Wealth Management Group are THRILLED to announce their departure from Wells Fargo’s independent broker-dealer to re-launch their practice as a registered investment advisor (RIA) firm. The practice plans to shift all client assets to Charles Schwab as the custodian.
“This has always been in our long-term plans,” said CEO Joe Nicholson, a top-ranked advisor with more than three decades of experience in financial services. “Now unbound by the wirehouse’s rules, we can expand the menu of products and services our team can offer to the Charleston community and beyond.”
As an independent RIA operating as a 100% client fiduciary and on a fee-only model, Nicholson Wealth Management Group will now pursue a litany of family office initiatives.
“We’ve instituted an aggressive push to have the best technology with concierge service. Being a registered investment advisor means we can acquire the tools to offer our clients the best investment advice available,” Nicholson added. “It’s about smashing glass ceilings – and our client’s expectations.”
With the power of independence, Nicholson Wealth Management Group’s service model will now include tax planning, estate planning, and other family services. The team’s former wirehouse broker-dealer, Wells Fargo FiNet, didn’t allow for certain investment products. This limited Joe’s ability to offer the kind of non-advisor services that wealthy clients are increasingly expecting.
“With Wells, we weren’t allowed to advertise that we offer investment and planning services. Our feeling is that high-net-worth clients seek these services as part of a comprehensive plan,” Joe reflected. “Now we can add holistic aspects to a client’s plan, including alternative investments and full family office services.”
All in all, this is a momentous and exciting change for the clients at Nicholson Wealth Management Group and the greater Charleston community. Get to know more about Joe and the team by calling 843.790.2625 or visiting them at www.nicholsonwmg.com!
Las Vegas, NV. March, 1st 2020
Joseph L. Nicholson attended Forbes|SHOOK Advisors Summit
Joseph Nicholson, Managing Director, recently attended the annual Forbes|SHOOK Advisors Summit. Hosted by Forbes magazine and SHOOK Research, the conference is an invitation-only forum attended by financial advisors from around the country to exchange ideas and best practices, with the ultimate goal of improving their businesses and serving the investing public in the best possible manner.
Attendees took part in sessions, led by industry experts as well as fellow Financial Advisors, which explored current issues from business development ideas and managing high net worth accounts and families to portfolio management and retirement planning.
Joe has been with Nicholson Wealth Management Group for 27 years and has 30 years of experience in the financial services industry. He holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. Joe lives in Johns Island with his wife, Nicole, and their two children.
Orlando, FL, September 12, 2012
Joe Nicholson among financial advisors attending Barron's Advisors Summit
Joseph L. Nicholson, CIMA attended the eighth-annual Barron's Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at Waldorf Astoria, September 12-14 in Orlando, FL.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
Joe Nicholson was one of approximately 400 financial advisors who was selected by their firm to attend and participate in the conference. Participating firms included: Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Credit Suisse Securities (USA) LLC, Deutsche Bank Alex. Brown, LPL Financial, Morgan Stanley Smith Barney, RBC Wealth Management, Robert W. Baird & Co., UBS Financial Services Inc. and Wells Fargo Advisors.