Written by investor.com
April 06, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in South Carolina.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in South Carolina are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| A. J. Brooker Financial Associates |
|
$15.6 million | 46 | 1 | $340,040 |
| Abacus Planning Group |
|
$1.5 billion | 296 | 6 | $5.1 million |
| ACT Advisors |
|
$313.1 million | 399 | 5 | $784,613 |
| Advisory Alpha |
|
$1.8 billion | 9,592 | 52 | $186,206 |
| Advocacy Wealth Management |
|
$1.2 billion | 1,173 | 22 | $1.1 million |
| Alpha Financial Management |
|
$67.3 million | 100 | 2 | $673,105 |
| Anchor Investment Management |
|
$935.5 million | 655 | 7 | $1.4 million |
| Anderson Griggs Investments |
|
$97.8 million | 168 | 4 | $582,055 |
| Anderson Growth Partners |
|
$743.8 million | 43 | 4 | $17.3 million |
| AP Wealth Management |
|
$207.3 million | 237 | 4 | $874,544 |
| Archer Investment Corporation |
|
$602.9 million | 3,027 | 87 | $199,181 |
| Ascension Wealth Advisors |
|
$19.4 million | 46 | 1 | $421,739 |
| Asset Management and Planning |
|
$357.9 million | 568 | 6 | $630,069 |
| Bailey & Associates Investment and Financial Planning |
|
$25.7 million | 33 | 2 | $778,385 |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| BKD Wealth Advisors |
|
$7.4 billion | 4,161 | 80 | $1.8 million |
| Brighton Financial Planning |
|
$76.5 million | 73 | 2 | $1.0 million |
| Burkett Financial Services |
|
$396.1 million | 418 | 5 | $947,497 |
| Calvary Wealth |
|
$138.5 million | 88 | 2 | $1.6 million |
| Carswell Investments |
|
$227.6 million | 158 | 1 | $1.4 million |
| CCM Investment Advisers |
|
$892.1 million | 820 | 6 | $1.1 million |
| Charleston Financial Advisors |
|
$185.9 million | 202 | 3 | $920,385 |
| Chatham Capital Group |
|
$568.2 million | 230 | 2 | $2.5 million |
| Churchill Management Group |
|
$7.2 billion | 7,825 | 35 | $913,754 |
| Coastal Wealth Advisors |
|
$50.5 million | 92 | 2 | $549,093 |
| Colman Knight Advisory Group |
|
$128.8 million | 98 | 4 | $1.3 million |
| Colonial Trust Advisors |
|
$1.2 billion | 903 | 11 | $1.3 million |
| Davinci Financial Designs |
|
$201.0 million | 752 | 7 | $267,325 |
| Detterbeck Wealth Management |
|
$224.0 million | 154 | 2 | $1.5 million |
| Dividend Assets Capital |
|
$527.0 million | 443 | 6 | $1.2 million |
| Elwood & Goetz |
|
$564.5 million | 558 | 13 | $1.0 million |
| ETF Model Solutions |
|
$12.4 million | 101 | 8 | $122,859 |
| Family Asset Management |
|
$281.8 million | 200 | 4 | $1.4 million |
| Family Legacy |
|
$259.9 million | 243 | 6 | $1.1 million |
| Fortigent |
|
$3.5 billion | 538 | 4 | $6.4 million |
| Franklin Trend Management |
|
$37.6 million | 56 | 0 | $670,800 |
| Global View Investment Advisors |
|
$381.5 million | 601 | 3 | $634,783 |
| Godsey & Gibb Wealth Management |
|
$1.2 billion | 764 | 8 | $1.5 million |
| Goepper Burkhardt |
|
$240.9 million | 128 | 2 | $1.9 million |
| Gordon Financial |
|
$29.8 million | 34 | 1 | $875,104 |
| Hanover Advisors |
|
$315.8 million | 311 | 1 | $1.0 million |
| Highline Wealth Partners |
|
$285.1 million | 223 | 10 | $1.3 million |
| HMS Financial Services |
|
$97.4 million | 260 | 1 | $374,745 |
| Income Growth Advisors |
|
$2.7 million | 14 | 1 | $191,329 |
| Intelligent Investing |
|
$45.3 million | 42 | 2 | $1.1 million |
| Investment Management Corporation |
|
$142.5 million | 166 | 2 | $858,533 |
| Jackson Financial Services |
|
$269.5 million | 116 | 1 | $2.3 million |
| JP Wealth Management |
|
$227.3 million | 80 | 1 | $2.8 million |
| Kaizen Wealth Management |
|
$45.0 million | 38 | 1 | $1.2 million |
| Kalos Management |
|
$128.6 million | 321 | 5 | $400,506 |
| Kovalcik & Geraghty Wealth Partners |
|
$208.3 million | 244 | 2 | $853,633 |
| Latitude Advisors |
|
$348.6 million | 1,335 | 75 | $261,105 |
| M Capital Wealth Management |
|
$40.4 million | 83 | 2 | $486,881 |
| Macaulay & Associates |
|
$59.0 million | 286 | 2 | $206,328 |
| Maryland Financial Group |
|
$976.0 million | 2,355 | 40 | $414,418 |
| McGehee Wealth Advisory Group |
|
$63.0 million | 52 | 2 | $1.2 million |
| Means Wealth Management |
|
$743.8 million | 1,205 | 11 | $617,260 |
| Morris Financial Concepts |
|
$344.4 million | 296 | 8 | $1.2 million |
| Najarian Family Office |
|
$48.5 million | 75 | 3 | $647,309 |
| Natural Investments |
|
$1.7 billion | 1,215 | 20 | $1.4 million |
| Novus Advisors |
|
$174.7 million | 299 | 5 | $584,222 |
| Oak Advisors |
|
$182.2 million | 159 | 7 | $1.1 million |
| Oak Street Advisors |
|
$70.0 million | 134 | 2 | $522,111 |
| Optimumsquare |
|
$6.2 million | 18 | 1 | $343,189 |
| Paragon Financial Advisors |
|
$70.6 million | 66 | 3 | $1.1 million |
| Partners in Financial Planning |
|
$617.9 million | 382 | 8 | $1.6 million |
| Pendleton Street Advisors |
|
$65.7 million | 53 | 3 | $1.2 million |
| Premier Wealth Partners |
|
$50.3 million | 144 | 3 | $349,228 |
| RED Triangle |
|
$12.5 million | 112 | 2 | $111,607 |
| Revolutionary Wealth Management, Corp |
|
$47.0 million | 220 | 2 | $213,636 |
| Ritholtz Wealth Management |
|
$2.9 billion | 2,000 | 33 | $1.5 million |
| Runey & Associates Wealth Management |
|
$60.7 million | 131 | 2 | $463,022 |
| Saos Capital |
|
$161.9 million | 511 | 3 | $316,789 |
| Seacrest Wealth Management |
|
$1.1 billion | 1,824 | 43 | $611,177 |
| Seastrunk Financial Management |
|
$41.9 million | 207 | 2 | $202,188 |
| South State Advisory |
|
$3.1 billion | 262 | 15 | $11.9 million |
| Southeast Asset Advisors |
|
$3.2 billion | 334 | 9 | $9.7 million |
| Southern Capital Management Corporation |
|
$33.0 million | 80 | 2 | $412,500 |
| Stokes Capital Advisors |
|
$362.9 million | 273 | 1 | $1.3 million |
| Stonebridge Wealth Management., CO |
|
$5.9 million | 46 | 1 | $127,285 |
| Strategic Investment Solutions |
|
$5.2 million | 21 | 1 | $247,730 |
| Tandem Investment Advisors |
|
$2.5 billion | 7,523 | 7 | $336,875 |
| TCP Asset Management |
|
$470.5 million | 1,398 | 17 | $336,536 |
| The Bedminster Group |
|
$157.7 million | 224 | 2 | $704,049 |
| THE Burney Company |
|
$2.3 billion | 1,956 | 30 | $1.2 million |
| The Fiduciary Alliance |
|
$864.8 million | 1,616 | 20 | $535,147 |
| THE Marin Group |
|
$72.8 million | 147 | 2 | $495,192 |
| Trek Financial |
|
$1.9 billion | 4,230 | 52 | $443,648 |
| Twenty Fifty Capital |
|
$13.8 million | 122 | 1 | $112,747 |
| V.M. Manning & CO |
|
$75.7 million | 60 | 3 | $1.3 million |
| Verity Investment Partners |
|
$840.1 million | 375 | 10 | $2.2 million |
| Victoria Capital Management |
|
$207.6 million | 84 | 3 | $2.5 million |
| Wallick Investments |
|
$91.5 million | 253 | 3 | $361,816 |
| Walls Investment Management Company |
|
$38.7 million | 150 | 2 | $257,666 |
| Wealth Management Advisors |
|
$379.5 million | 882 | 6 | $430,239 |
| Wealthcare |
|
$5.0 million | 27 | 1 | $186,636 |
| Wealthcare Capital Management |
|
$2.6 billion | 5,064 | 38 | $514,028 |
| WebsterRogers Financial Advisors |
|
$303.2 million | 294 | 7 | $1.0 million |
| Wilson David Investment Advisors |
|
$3.7 million | 11 | 3 | $338,885 |
| YON Drake & Associates |
|
$529.5 million | 9 | 2 | $58.8 million |
More Top Firms by State
About the Editorial Team
investor.com
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