Best Financial Advisor Firms South Carolina 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in South Carolina.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in South Carolina, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in South Carolina are as followed:

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

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
A. J. Brooker Financial Associates 5/5 Stars $15.3 million 48 1 $318,124
Abacus Planning Group 5/5 Stars $1.7 billion 282 14 $5.9 million
ACT Advisors 5/5 Stars $389.9 million 566 5 $688,834
Advisory Alpha 5/5 Stars $1.8 billion 7,935 50 $228,539
Alpha Financial Management 5/5 Stars $69.9 million 88 2 $794,171
Anchor Investment Management 5/5 Stars $1.1 billion 607 7 $1.8 million
Anderson Griggs Investments 5/5 Stars $103.0 million 164 4 $627,813
Anderson Growth Partners 4.5/5 Stars $793.6 million 38 5 $20.9 million
Archer Investment Corporation 4.5/5 Stars $663.1 million 3,570 85 $185,742
Ascension Wealth Advisors 5/5 Stars $18.3 million 56 1 $326,785
Asset Management and Planning 5/5 Stars $385.3 million 568 7 $678,393
Bailey & Associates Investment and Financial Planning 4.5/5 Stars $32.8 million 36 2 $912,204
BKD Wealth Advisors 4.5/5 Stars $7.4 billion 4,161 69 $1.8 million
Brighton Financial Planning 5/5 Stars $93.2 million 95 3 $980,737
Burkett Financial Services 5/5 Stars $416.7 million 393 5 $1.1 million
Calvary Wealth 5/5 Stars $154.5 million 92 2 $1.7 million
Carswell Investments 5/5 Stars $247.0 million 154 1 $1.6 million
CCM Investment Advisers 5/5 Stars $1.1 billion 801 6 $1.3 million
Charleston Financial Advisors 4.5/5 Stars $216.6 million 200 4 $1.1 million
Chatham Capital Group 4.5/5 Stars $650.0 million 220 2 $3.0 million
Churchill Management Group 5/5 Stars $7.9 billion 7,334 39 $1.1 million
Coastal Wealth Advisors 4.5/5 Stars $51.7 million 79 2 $654,069
Colonial Trust Advisors 5/5 Stars $1.3 billion 855 10 $1.5 million
Davinci Financial Designs 4.5/5 Stars $257.7 million 874 8 $294,804
Detterbeck Wealth Management 4.5/5 Stars $294.1 million 170 2 $1.7 million
Dividend Assets Capital 5/5 Stars $585.4 million 451 5 $1.3 million
Dixon Hughes Goodman Wealth Advisors 5/5 Stars $2.2 billion 2,275 23 $969,671
Elwood & Goetz 5/5 Stars $558.5 million 497 12 $1.1 million
ETF Model Solutions 4.5/5 Stars $14.0 million 76 6 $183,693
Eudaimonia Partners 4.5/5 Stars $982.3 million 3,469 23 $283,151
Family Legacy 5/5 Stars $291.3 million 216 8 $1.3 million
Fortigent 4.5/5 Stars $3.8 billion 541 3 $7.1 million
Franklin Trend Management 4.5/5 Stars $43.2 million 55 1 $786,083
Gladstone Wealth Group 5/5 Stars $4.0 billion 6,244 107 $641,617
Global View Investment Advisors 5/5 Stars $404.1 million 549 4 $736,102
Godsey & Gibb Wealth Management 5/5 Stars $1.2 billion 755 8 $1.6 million
Goepper Burkhardt 5/5 Stars $254.9 million 114 3 $2.2 million
Gordon Financial 4.5/5 Stars $32.6 million 33 1 $986,939
Great Valley Advisor Group 4.5/5 Stars $4.5 billion 11,141 105 $402,996
Greerwalker Wealth 5/5 Stars $346.5 million 227 4 $1.5 million
Hanover Advisors 5/5 Stars $315.8 million 311 1 $1.0 million
Highline Wealth Partners 4.5/5 Stars $236.6 million 210 6 $1.1 million
HMS Financial Services 4.5/5 Stars $129.4 million 284 1 $455,677
IFG Advisory 5/5 Stars $2.7 billion 5,334 80 $504,642
Imprint Wealth 5/5 Stars $155.4 million 228 4 $681,372
Income Growth Advisors 4.5/5 Stars $5.7 million 14 1 $405,627
Investment Management Corporation 5/5 Stars $131.6 million 160 2 $822,363
Jackson Financial Services 5/5 Stars $285.5 million 117 1 $2.4 million
JE Wilson Advisors 5/5 Stars $139.9 million 62 1 $2.3 million
JP Wealth Management 4.5/5 Stars $233.9 million 82 1 $2.9 million
Kaizen Wealth Management 5/5 Stars $49.0 million 36 1 $1.4 million
Kovalcik & Geraghty Wealth Partners 5/5 Stars $220.8 million 239 2 $923,646
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
Liberty Wealth Management 5/5 Stars $33.3 million 32 1 $1.0 million
M Capital Wealth Management 4.5/5 Stars $48.0 million 84 2 $571,178
Macaulay & Associates 5/5 Stars $73.4 million 114 2 $643,470
Maryland Financial Group 4.5/5 Stars $1.0 billion 1,985 39 $513,700
McGehee Wealth Advisory Group 5/5 Stars $69.7 million 51 2 $1.4 million
Means Wealth Management 5/5 Stars $860.3 million 1,069 11 $804,743
Morris Financial Concepts 5/5 Stars $355.7 million 283 7 $1.3 million
Natural Investments 5/5 Stars $1.8 billion 1,151 20 $1.5 million
Novus Advisors 5/5 Stars $164.4 million 184 4 $893,659
Oak Advisors 4.5/5 Stars $207.7 million 147 7 $1.4 million
Oak Street Advisors 5/5 Stars $71.1 million 126 2 $564,153
Palmetto Coast Wealth Management 4.5/5 Stars $40.5 million 75 1 $539,802
Paragon Financial Advisors 5/5 Stars $80.0 million 61 3 $1.3 million
Partners in Financial Planning 5/5 Stars $678.4 million 360 8 $1.9 million
Pendleton Street Advisors 5/5 Stars $79.9 million 60 3 $1.3 million
Permanens Capital 4.5/5 Stars $4.5 billion 44 4 $101.6 million
Premier Wealth Partners 4.5/5 Stars $59.9 million 212 3 $282,339
RED Triangle 5/5 Stars $13.0 million 100 2 $130,000
Revolutionary Wealth Management, Corp 4.5/5 Stars $52.0 million 400 1 $130,000
Ritholtz Wealth Management 4.5/5 Stars $2.7 billion 1,747 26 $1.5 million
Riverside Wealth Management 5/5 Stars $55.0 million 14 1 $3.9 million
Runey & Associates Wealth Management 5/5 Stars $56.9 million 124 2 $458,498
Saos Capital 5/5 Stars $172.2 million 486 3 $354,253
Seacrest Wealth Management 5/5 Stars $1.4 billion 1,783 43 $791,777
Seastrunk Financial Management 5/5 Stars $36.4 million 146 2 $249,432
Southeast Asset Advisors 4.5/5 Stars $3.7 billion 323 9 $11.4 million
Southern Capital Management Corporation 5/5 Stars $36.0 million 80 2 $450,000
Stokes Capital Advisors 4.5/5 Stars $382.9 million 431 1 $888,311
Stonebridge Wealth Management., CO 4.5/5 Stars $6.7 million 43 1 $154,866
Tandem Investment Advisors 5/5 Stars $2.0 billion 4,927 5 $412,645
The Bedminster Group 5/5 Stars $214.8 million 270 2 $795,476
The Fiduciary Alliance 4.5/5 Stars $626.3 million 1,489 13 $420,606
THE Marin Group 5/5 Stars $82.3 million 142 2 $579,636
Trek Financial 5/5 Stars $1.7 billion 3,249 47 $533,392
Twenty Fifty Capital 4.5/5 Stars $11.2 million 103 1 $108,937
V.M. Manning & CO 4.5/5 Stars $76.7 million 61 3 $1.3 million
Verity Investment Partners 5/5 Stars $742.7 million 323 10 $2.3 million
Victoria Capital Management 4.5/5 Stars $287.3 million 101 3 $2.8 million
Wallick Investments 5/5 Stars $94.7 million 232 3 $408,233
Walls Investment Management Company 5/5 Stars $47.2 million 150 2 $314,666
Warren Financial Service 4.5/5 Stars $365.6 million 317 7 $1.2 million
Wealth Management Advisors 5/5 Stars $425.5 million 855 6 $497,605
Wealthcare 4.5/5 Stars $5.1 million 53 1 $97,116
Wealthcare Capital Management 5/5 Stars $2.9 billion 4,585 35 $636,199
WebsterRogers Financial Advisors 5/5 Stars $698.1 million 323 10 $2.2 million
Wilson David Investment Advisors 5/5 Stars $2.4 million 8 3 $300,000
YON Drake & Associates 5/5 Stars $631.1 million 10 2 $63.1 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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