AdvisorRanked

Best Financial Advisors in South Carolina

113 SEC-registered advisory firms across 29 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

113
Registered Firms
29
Cities
0.95%
Median Fee
of assets/year
113
In Database
firms listed

Trust Score Distribution — South Carolina Advisors

Cities in South Carolina

15 cities
Page 1 of 2

Top-Ranked Advisors in South Carolina

Page 1 of 5 · 113 firms

#1
93

TANDEM INVESTMENT ADVISORS INC

CHARLESTON, SC · Since 2000

$3.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
92

APOLLON WEALTH MANAGEMENT, LLC

MOUNT PLEASANT, SC · Since 2018

$11.6B AUM115 clientsFee: 0%
FiduciaryFee-Only
#3
91

CCM INVESTMENT ADVISERS, LLC

COLUMBIA, SC · Since 1987

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
91

FOSTER VICTOR

GREENVILLE, SC · Since 2016

$2.6B AUM18 clientsFee: 0%
FiduciaryFee-Only
#5
88

THE CAVANAUGH GROUP INC

KIAWAH ISLAND, SC · Since 1995

$486M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
88

FAMILY LEGACY, INC.

GREENVILLE, SC · Since 1995

$377M AUM10 clientsFee: 0%
FiduciaryFee-Only
#7
88

YON DRAKE & ASSOCIATES INC

COLUMBIA, SC · Since 1995

$305M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
88

HANOVER ADVISORS, INC

SENECA, SC · Since 2004

$355M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
88

GOEPPER BURKHARDT LLC

GREENVILLE, SC · Since 2003

$380M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
88

OAK ADVISORS, LLC

BLUFFTON, SC · Since 2005

$285M AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
88

BURKETT FINANCIAL SERVICES, LLC

ROCK HILL, SC · Since 2007

$573M AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
88

PRIMETRUST ADVISORS LLC

GREENVILLE, SC · Since 2008

$422M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
88

GLOBAL VIEW INVESTMENT ADVISORS, LLC

GREENVILLE, SC · Since 2007

$554M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
88

SAOS CAPITAL, LLC

MOUNT PLEASANT, SC · Since 2012

$239M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
88

GROUND SWELL CAPITAL, LLC

FOLLY BEACH, SC · Since 2012

$949M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
87

NOVUS ADVISORS

GREENVILLE, SC · Since 2013

$91M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
87

MTM INVESTMENT MANAGEMENT, LLC

SPARTANBURG, SC · Since 2018

$678M AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
87

MATCH GRADE ADVISORS

GREENVILLE, SC · Since 2018

$479M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
87

APOLLON FINANCIAL, LLC

MOUNT PLEASANT, SC · Since 2022

$1.4B AUM18 clientsFee: 0%
FiduciaryFee-Only
#20
87

VOLOFIN CAPITAL MANAGEMENT

DANIEL ISLAND, SC · Since 2020

$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#21
86

VICTORIA CAPITAL MANAGEMENT, INC.

CHARLESTON, SC · Since 2018

$306M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
86

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

SENECA, SC · Since 2018

$226M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
86

DAVINCI FINANCIAL DESIGNS

COLUMBIA, SC · Since 2015

$223M AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
86

BRICKELL KEY ASSET MANAGEMENT LLC

CHARLESTON, SC · Since 2018

$120M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
85

WILLIAM B. WALKUP & ASSOCIATES, INC.

COLUMBIA, SC · Since 2022

$178M AUM3 clientsFee: 0%
FiduciaryFee-Only

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 Trust 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.