Best Financial Advisors in CHARLESTON, South Carolina

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

22

Registered Firms

0.95%

Median Fee

of assets/year

$306M

Median AUM

22

Firms Listed

in our database

Top-Ranked Advisors in CHARLESTON

VICTORIA CAPITAL MANAGEMENT, INC.

CHARLESTON, SC · Since 2018

$306M AUM3 clientsFee: 0%

FiduciaryFee-Only

TANDEM INVESTMENT ADVISORS INC

CHARLESTON, SC · Since 2000

$3.5B AUM4 clientsFee: 0%

FiduciaryFee-Only

BLUE GRANITE CAPITAL, LLC

CHARLESTON, SC · Since 2026

$109M AUM3 clientsFee: 0%

FiduciaryFee-Only

WARREN CAPITAL GROUP

CHARLESTON, SC · Since 2021

$131M AUM3 clientsFee: 0%

FiduciaryFee-Only

KINWELL LLC

CHARLESTON, SC · Since 2023

$215M AUM2 clientsFee: 0%

FiduciaryFee-Only

BRICKELL KEY ASSET MANAGEMENT LLC

CHARLESTON, SC · Since 2018

$120M AUM4 clientsFee: 0%

FiduciaryFee-Only

ADVISOR.COM

CHARLESTON, SC · Since 2023

$127M AUM3 clientsFee: 0%

FiduciaryFee-Only

CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON, SC · Since 2016

$262M AUM2 clientsFee: 0%

FiduciaryFee-Only

PERFORMA LIMITED (US), LLC

CHARLESTON, SC · Since 2012

$4.5B AUM7 clientsFee: 0%

FiduciaryFee-Only

PERMCAP INVESTMENT OFFICE

CHARLESTON, SC · Since 2011

$4.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

GREYSTAR INVESTMENT GROUP, LLC

CHARLESTON, SC · Since 2013

$36.5B AUM588 clientsFee: 0%

FiduciaryFee-Only

BOWSIDE CAPITAL, LLC

CHARLESTON, SC · Since 2022

$230M AUM2 clientsFee: 0%

FiduciaryFee-Only

LIBERTY HALL CAPITAL PARTNERS, L.P.

CHARLESTON, SC · Since 2015

$1.1B AUM8 clientsFee: 0%

FiduciaryFee-Only

CAPASSO PLANNING PARTNERS LLC

CHARLESTON, SC · Since 2021

$274M AUM4 clientsFee: 0%

FiduciaryFee-Only

OBJECTIVITY SQUARED WEALTH MANAGEMENT

CHARLESTON, SC · Since 2020

$488M AUM4 clientsFee: 0%

FiduciaryFee-Only

FRONTLINE HEALTHCARE PARTNERS

CHARLESTON, SC · Since 2025

$168M AUM8 clientsFee: 0%

FiduciaryFee-Only

BALLAST ROCK PRIVATE WEALTH

CHARLESTON, SC · Since 2024

$406M AUM8 clientsFee: 0%

FiduciaryFee-Only

IVY EVERGREEN, LLC

CHARLESTON, SC · Since 2025

$155M AUM5 clientsFee: 0%

FiduciaryFee-Only

ALTRIARCH ASSET MANAGEMENT, LLC

CHARLESTON, SC · Since 2025

$349M AUM5 clientsFee: 0%

FiduciaryFee-Only

GLOBAL FRONTIER INVESTMENTS, LLC

CHARLESTON, SC · Since 2020

$682M AUM2 clientsFee: 0%

FiduciaryFee-Only

SQN VENTURE PARTNERS, LLC

CHARLESTON, SC · Since 2022

$137M AUM4 clientsFee: 0%

FiduciaryFee-Only

NICHOLSON WEALTH MANAGEMENT GROUP

CHARLESTON, SC · Since 2023

$322M AUM2 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in CHARLESTON?

The median advisory fee in CHARLESTON, SC is 0.95% of assets under management per year, based on Form ADV filings from 22 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.