Financial advisors in South Carolina

16 SEC-registered advisory firms based in South Carolina, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in South Carolina

Columbia (4)Charleston (3)Fort Mill (2)Mount Pleasant (2)Greenville (2)Spartanburg (1)Greenwood (1)Beaufort (1)

South Carolina advisory firms by assets

Lpl Financial LLC logo
Lpl Financial LLC

Fort Mill, SC · CRD #6413

$819B AUM·2.9M accounts·Fee-based

Lpl Enterprise, LLC logo
Lpl Enterprise, LLC

Fort Mill, SC · CRD #8733

$25B AUM·139k accounts·Fee-based

Apollon Wealth Management, LLC logo
Apollon Wealth Management, LLC

Mount Pleasant, SC · CRD #291902

$12B AUM·30k accounts·Fee-based

Greystar Investment Group, LLC logo
Greystar Investment Group, LLC

Charleston, SC · CRD #160665

$36B AUM·106 accounts·Fee-only

The Fiduciary Alliance

Greenville, SC · CRD #284924

$2.5B AUM·9.4k accounts·Fee-based

Tandem Investment Advisors INC

Charleston, SC · CRD #109392

$3.5B AUM·10k accounts·Fee-only

Foster Victor logo
Foster Victor

Greenville, SC · CRD #283656

$2.6B AUM·8.3k accounts·Fee-based

Southstate Private Capital Management LLC

Columbia, SC · CRD #165306

$5.0B AUM·1.7k accounts·Fee-based

Abacus Planning Group, INC.

Columbia, SC · CRD #107994

$2.2B AUM·2.9k accounts·Fee-based

Colonial Trust Advisors, INC. logo
Colonial Trust Advisors, INC.

Spartanburg, SC · CRD #110257

$1.9B AUM·2.2k accounts·Fee-based

Apollon Financial, LLC logo
Apollon Financial, LLC

Mount Pleasant, SC · CRD #321217

$1.4B AUM·2.8k accounts·Fee-based

Anchor Investment Management

Columbia, SC · CRD #135296

$1.5B AUM·2.2k accounts·Fee-based

Ccm Investment Advisers, LLC logo
Ccm Investment Advisers, LLC

Columbia, SC · CRD #105743

$1.5B AUM·1.2k accounts·Fee-only

Greenwood Capital Associates, LLC

Greenwood, SC · CRD #115015

$1.8B AUM·731 accounts·Fee-based

Verity Investment Partners logo
Verity Investment Partners

Beaufort, SC · CRD #119630

$1.4B AUM·1.1k accounts·Fee-based

Performa Limited (US), LLC logo
Performa Limited (US), LLC

Charleston, SC · CRD #154232

$4.5B AUM·168 accounts·Fee-only

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in South Carolina

How many financial advisors are in South Carolina?

AdvisoryReviews lists 16 SEC-registered advisory firms based in South Carolina, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in South Carolina?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in South Carolina?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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