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Best Financial Advisor Firms South Carolina 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in South Carolina.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in South Carolina, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of October 16, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in South Carolina are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in South Carolina.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



View other state winners

Firm Rating Year Registered Minimum Office Locations
A. J. Brooker Financial Associates 2011 View Locations
ACT Advisors 2014 View Locations
Abacus Planning Group 1998 View Locations
Advisory Alpha 2011 View Locations
Alpha Financial Management 2009 View Locations
Anchor Investment Management 2005 View Locations
Anderson Griggs Investments 2012 View Locations
Anderson Growth Partners 2006 View Locations
Archer Investment Corporation 2005 View Locations
Asset Management and Planning 2001 View Locations
Bailey & Associates Investment MGT. AND Financial Planning 2012 View Locations
Beacon Pointe Advisors 2002 View Locations
Brighton Financial Planning 2012 View Locations
Burkett Financial Services 2007 View Locations
CCM Investment Advisers 1987 View Locations
Calvary Wealth 2014 View Locations
Capital Focus 1998 View Locations
Carswell Investments 2011 View Locations
Charleston Financial Advisors 2016 View Locations
Chatham Capital Group 1996 View Locations
Cherry Bekaert Wealth Management 2005 View Locations
Churchill Management Group 1967 View Locations
Coastal Wealth Advisors 2015 View Locations
Colonial Trust Advisors 1997 View Locations
Core Advisors 2007 View Locations
Davinci Financial Designs 2015 View Locations
Dividend Assets Capital 2004 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Elwood & Goetz 2010 View Locations
Eudaimonia Partners 2016 View Locations
Family Asset Management 2015 View Locations
Family Legacy 1995 View Locations
Fintrust Capital Advisors 2007 View Locations
Fortigent 2006 View Locations
Franklin Trend Management 2016 View Locations
Gladstone Wealth Group 2015 View Locations
Global View Investment Advisors 2007 View Locations
Godsey & Gibb Wealth Management 1985 View Locations
Goepper Burkhardt 2003 View Locations
Gordon Financial 2015 View Locations
Great Valley Advisor Group 2011 View Locations
HMS Financial Services 2012 View Locations
Hanover Advisors 2004 View Locations
Hightower Advisors 2008 View Locations
Income Growth Advisors 2011 View Locations
Investment Management Corporation 2016 View Locations
JBJ Investment Partners 2013 View Locations
JE Wilson Advisors 1997 View Locations
JP Wealth Management 2004 View Locations
Jackson Financial Services 2004 View Locations
Kaizen Wealth Management 2004 View Locations
Kovalcik & Geraghty Wealth Partners 2012 View Locations
Latitude Advisors 2009 View Locations
M Capital Wealth Management 2012 View Locations
Macaulay & Associates 2007 View Locations
Maryland Financial Group 2015 View Locations
Morris Financial Concepts 2002 View Locations
Natural Investments 2005 View Locations
Novus Advisors 2013 View Locations
Oak Advisors 2005 View Locations
Oak Street Advisors 2006 View Locations
Palmetto Coast Wealth Management 2015 View Locations
Palmetto Wealth Advisors 2010 View Locations
Paragon Financial Advisors 2002 View Locations
Pendleton Street Advisors 2013 View Locations
Premier Wealth Partners 2014 View Locations
RED Triangle 2008 View Locations
Retirement Wealth Advisors 2007 View Locations
Revolutionary Wealth Management, Corp 2007 View Locations
Reynolds Investment Management 1992 View Locations
Ritholtz Wealth Management 2013 View Locations
Riverside Wealth Management 2006 View Locations
Runey & Associates Wealth Management 2014 View Locations
SWBC Investment Company 2007 View Locations
Saos Capital 2012 View Locations
Seacrest Wealth Management 2008 View Locations
Seastrunk Financial Management 1995 View Locations
South State Advisory 2010 View Locations
Southeast Asset Advisors 1992 View Locations
Southern Capital Management Corporation 1994 View Locations
Southport Capital 2001 View Locations
Stonebridge Wealth Management., CO 2010 View Locations
Stratos Wealth Partners 2010 View Locations
THE Fiduciary Alliance 2016 View Locations
THE Marin Group 1996 View Locations
Tandem Investment Advisors 2000 View Locations
The Bedminster Group 2001 View Locations
Trek Financial 2000 View Locations
Verity Investment Partners 2005 View Locations
Victoria Capital Management 2001 View Locations
WSG Advisors 2008 View Locations
Wallick Investments 2005 View Locations
Walls Investment Management Company 2012 View Locations
Wealth Management Advisors 2014 View Locations
Wealth Management Solutions 2015 View Locations
Wealthcare 2014 View Locations
Wealthcare Capital Management 2001 View Locations
WebsterRogers Financial Advisors 2002 View Locations
Wilson David Investment Advisors 2014 View Locations
YON Drake & Associates 1995 View Locations


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