Best Financial Advisors in South Carolina
113 SEC-registered advisory firms across 29 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in South Carolina
CHARLESTON, SC
GREENVILLE, SC
COLUMBIA, SC
MOUNT PLEASANT, SC
BLUFFTON, SC
MT. PLEASANT, SC
FORT MILL, SC
ROCK HILL, SC
SPARTANBURG, SC
MYRTLE BEACH, SC
DANIEL ISLAND, SC
GREENWOOD, SC
BEAUFORT, SC
SENECA, SC
MT PLEASANT, SC
Top-Ranked Firms in South Carolina
V.M. MANNING & CO., INC.
GREENVILLE, SC · Since 2025
CCM INVESTMENT ADVISERS, LLC
COLUMBIA, SC · Since 1987
THE CAVANAUGH GROUP INC
KIAWAH ISLAND, SC · Since 1995
VICTORIA CAPITAL MANAGEMENT, INC.
CHARLESTON, SC · Since 2018
TANDEM INVESTMENT ADVISORS INC
CHARLESTON, SC · Since 2000
FAMILY LEGACY, INC.
GREENVILLE, SC · Since 1995
YON DRAKE & ASSOCIATES INC
COLUMBIA, SC · Since 1995
HANOVER ADVISORS, INC
SENECA, SC · Since 2004
BLUE GRANITE CAPITAL, LLC
CHARLESTON, SC · Since 2026
GOEPPER BURKHARDT LLC
GREENVILLE, SC · Since 2003
HMS FINANCIAL SERVICES, LLC
COLUMBIA, SC · Since 2021
WILLIAM B. WALKUP & ASSOCIATES, INC.
COLUMBIA, SC · Since 2022
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
SENECA, SC · Since 2018
OAK ADVISORS, LLC
BLUFFTON, SC · Since 2005
WARREN CAPITAL GROUP
CHARLESTON, SC · Since 2021
BURKETT FINANCIAL SERVICES, LLC
ROCK HILL, SC · Since 2007
GUNDERSON CAPITAL MANAGEMENT
MOUNT PLEASANT, SC · Since 2021
PRIMETRUST ADVISORS LLC
GREENVILLE, SC · Since 2008
GLOBAL VIEW INVESTMENT ADVISORS, LLC
GREENVILLE, SC · Since 2007
TAVERIK CAPITAL, LLC
GREENVILLE, SC · Since 2019
NOVUS ADVISORS
GREENVILLE, SC · Since 2013
SAOS CAPITAL, LLC
MOUNT PLEASANT, SC · Since 2012
GROUND SWELL CAPITAL, LLC
FOLLY BEACH, SC · Since 2012
WALLICK INVESTMENTS, LLC
COLUMBIA, SC · Since 2025
DAVINCI FINANCIAL DESIGNS
COLUMBIA, SC · Since 2015
360 FINANCIAL PARTNERS, LLC
MOUNT PLEASANT, SC · Since 2022
OCEANSIDE ADVISORS LLC
MOUNT PLEASANT, SC · Since 2023
RUNEY & ASSOCIATES WEALTH MANAGEMENT
MOUNT PLEASANT, SC · Since 2026
BREACH INLET CAPITAL MANAGEMENT, LLC
MT. PLEASANT, SC · Since 2024
FOSTER VICTOR
GREENVILLE, SC · Since 2016
TIDAL CREEK CAPITAL ADVISORS
BLUFFTON, SC · Since 2026
CAROLINA WEALTH ADVISORS
MYRTLE BEACH, SC · Since 2020
KINWELL LLC
CHARLESTON, SC · Since 2023
APOLLON WEALTH MANAGEMENT, LLC
MOUNT PLEASANT, SC · Since 2018
BRICKELL KEY ASSET MANAGEMENT LLC
CHARLESTON, SC · Since 2018
MTM INVESTMENT MANAGEMENT, LLC
SPARTANBURG, SC · Since 2018
MATCH GRADE ADVISORS
GREENVILLE, SC · Since 2018
GENEROUSWEALTH, LLC
SUMMERVILLE, SC · Since 2026
MATTY AI INC.
GREENVILLE, SC · Since 2021
BURGESS INVESTMENT GROUP, LLC
GREENVILLE, SC · Since 2026
ADVISOR.COM
CHARLESTON, SC · Since 2023
APOLLON FINANCIAL, LLC
MOUNT PLEASANT, SC · Since 2022
IMPRINT WEALTH LLC
MOUNT PLEASANT, SC · Since 2022
PROSPERA FUNDS, INC.
ISLE OF PALMS, SC · Since 2025
AURANSER INC.
FORT MILL, SC · Since 2026
WEALTH INTELLIGENTLY NAVIGATED, LLC
SPARTANBURG, SC · Since 2026
VOLOFIN CAPITAL MANAGEMENT
DANIEL ISLAND, SC · Since 2020
CONCORDE FINANCIAL RESOURCES
YORK, SC · Since 2018
ALLISON INVESTMENT MANAGEMENT, LLC
COLUMBIA, SC · Since 2022
WEALTH MANAGEMENT ADVISORS, LLC
GREENVILLE, SC · Since 2014
CORE ADVISORY GROUP
ROCK HILL, SC · Since 2022
INTENTIONAL
FORT MILL, SC · Since 2022
ABACUS PLANNING GROUP, INC.
COLUMBIA, SC · Since 1998
COLONIAL TRUST ADVISORS, INC.
SPARTANBURG, SC · Since 1997
ANDERSON GRIGGS INVESTMENTS
ROCK HILL, SC · Since 2025
MORRIS FINANCIAL CONCEPTS, INC.
MOUNT PLEASANT, SC · Since 2002
GREENWOOD CAPITAL ASSOCIATES, LLC
GREENWOOD, SC · Since 2001
THE BEDMINSTER GROUP
BLUFFTON, SC · Since 2001
VERITY INVESTMENT PARTNERS
BEAUFORT, SC · Since 2005
WEBSTERROGERS FINANCIAL ADVISORS, LLC
FLORENCE, SC · Since 2002
NORRIS FINANCIAL GROUP, LLC
GREENVILLE, SC · Since 2018
JP WEALTH MANAGEMENT, INC.
MT. PLEASANT, SC · Since 2004
DIVIDEND ASSETS CAPITAL, LLC
RIDGELAND, SC · Since 2004
JACKSON FINANCIAL SERVICES, LLC
MT. PLEASANT, SC · Since 2004
CATAWBA RIVER CAPITAL
LAKE WYLIE, SC · Since 2018
ANCHOR INVESTMENT MANAGEMENT
COLUMBIA, SC · Since 2005
VAN DER NOORD FINANCIAL ADVISORS, INC.
GREER, SC · Since 2021
CHARLESTON FINANCIAL ADVISORS, LLC
CHARLESTON, SC · Since 2016
OAK STREET ADVISORS
MYRTLE BEACH, SC · Since 2026
HILTON HEAD FINANCIAL ADVISORS, INC.
HILTON HEAD, SC · Since 2006
BCA PRIVATE WEALTH, INC.
GREENVILLE, SC · Since 2021
J. FREEMAN & ASSOCIATES
GREENVILLE, SC · Since 2026
KEEN CAPITAL, LTD
CHAPIN, SC · Since 2022
HARDIN CAPITAL PARTNERS, LLC
GREENVILLE, SC · Since 2020
PERFORMA LIMITED (US), LLC
CHARLESTON, SC · Since 2012
FUSION CAPITAL, LLC
MT. PLEASANT, SC · Since 2017
HOBBS GROUP ADVISORS LLC
COLUMBIA, SC · Since 2018
PERMCAP INVESTMENT OFFICE
CHARLESTON, SC · Since 2011
BEERS KIGHT FINANCIAL ADVISORS, LLC
COLUMBIA, SC · Since 2012
GREYSTAR INVESTMENT GROUP, LLC
CHARLESTON, SC · Since 2013
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
COLUMBIA, SC · Since 2013
BOWSIDE CAPITAL, LLC
CHARLESTON, SC · Since 2022
LIBERTY HALL CAPITAL PARTNERS, L.P.
CHARLESTON, SC · Since 2015
COASTAL WEALTH ADVISORS, LLC
JOHNS ISLAND, SC · Since 2026
STOKES CAPITAL ADVISORS, LLC
GREENWOOD, SC · Since 2015
TIDEHAVEN WEALTH, LLC
MOUNT PLEASANT, SC · Since 2026
CURRAN FINANCIAL PARTNERS, LLC
DANIEL ISLAND, SC · Since 2020
THE FIDUCIARY ALLIANCE
GREENVILLE, SC · Since 2016
WILDES FINANCIAL STRATEGIES, INC
GEORGETOWN, SC · Since 2021
CAPASSO PLANNING PARTNERS LLC
CHARLESTON, SC · Since 2021
HILTON HEAD CAPITAL PARTNERS, LLC
HILTON HEAD ISLAND, SC · Since 2024
RIVERBEND WEALTH MANAGEMENT, LLC
MYRTLE BEACH, SC · Since 2024
RESOLUTE CAPITAL, LLC
GREENVILLE, SC · Since 2025
METIS WEALTH MANAGEMENT & PLANNING LLC
BLUFFTON, SC · Since 2025
APRICUS WEALTH LLC
BEAUFORT, SC · Since 2022
OBJECTIVITY SQUARED WEALTH MANAGEMENT
CHARLESTON, SC · Since 2020
CARROLL INVESTORS, INC.
MT PLEASANT, SC · Since 2020
FRONTLINE HEALTHCARE PARTNERS
CHARLESTON, SC · Since 2025
HARBOUR WEALTH MANAGEMENT GROUP, INC.
DANIEL ISLAND, SC · Since 2021
DISCIPLINE WEALTH SOLUTIONS, INC.
GREENVILLE, SC · Since 2021
IDLE HILL ADVISORS LLC
GREENVILLE, SC · Since 2026
BALLAST ROCK PRIVATE WEALTH
CHARLESTON, SC · Since 2024
IVY EVERGREEN, LLC
CHARLESTON, SC · Since 2025
ALTRIARCH ASSET MANAGEMENT, LLC
CHARLESTON, SC · Since 2025
HEADLAND CAPITAL
MT. PLEASANT, SC · Since 2024
COASTLINE COMPLETE WEALTH LLC
BLUFFTON, SC · Since 2025
GLOBAL FRONTIER INVESTMENTS, LLC
CHARLESTON, SC · Since 2020
BNA WEALTH
ROCK HILL, SC · Since 1995
SQN VENTURE PARTNERS, LLC
CHARLESTON, SC · Since 2022
MODERN CAPITAL MANAGEMENT, CO.
MT PLEASANT, SC · Since 2020
NICHOLSON WEALTH MANAGEMENT GROUP
CHARLESTON, SC · Since 2023
LPL ENTERPRISE, LLC
FORT MILL, SC · Since 2024
LPL FINANCIAL LLC
FORT MILL, SC · Since 1975
About Financial Advisors in South Carolina
How many financial advisors are registered in South Carolina?
There are 113 SEC-registered investment advisory firms in South Carolina, spread across 29 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in South Carolina?
The median advisory fee in South Carolina is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.