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