Best Financial Advisor Firms South Carolina 2023

investor.com

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 5/5 Stars $15.6 million 46 1 $340,040
Abacus Planning Group 5/5 Stars $1.5 billion 296 6 $5.1 million
ACT Advisors 5/5 Stars $313.1 million 399 5 $784,613
Advisory Alpha 5/5 Stars $1.8 billion 9,592 52 $186,206
Advocacy Wealth Management 4.5/5 Stars $1.2 billion 1,173 22 $1.1 million
Alpha Financial Management 5/5 Stars $67.3 million 100 2 $673,105
Anchor Investment Management 5/5 Stars $935.5 million 655 7 $1.4 million
Anderson Griggs Investments 5/5 Stars $97.8 million 168 4 $582,055
Anderson Growth Partners 4.5/5 Stars $743.8 million 43 4 $17.3 million
AP Wealth Management 4.5/5 Stars $207.3 million 237 4 $874,544
Archer Investment Corporation 4.5/5 Stars $602.9 million 3,027 87 $199,181
Ascension Wealth Advisors 5/5 Stars $19.4 million 46 1 $421,739
Asset Management and Planning 5/5 Stars $357.9 million 568 6 $630,069
Bailey & Associates Investment and Financial Planning 4.5/5 Stars $25.7 million 33 2 $778,385
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
BKD Wealth Advisors 4.5/5 Stars $7.4 billion 4,161 80 $1.8 million
Brighton Financial Planning 5/5 Stars $76.5 million 73 2 $1.0 million
Burkett Financial Services 5/5 Stars $396.1 million 418 5 $947,497
Calvary Wealth 5/5 Stars $138.5 million 88 2 $1.6 million
Carswell Investments 5/5 Stars $227.6 million 158 1 $1.4 million
CCM Investment Advisers 5/5 Stars $892.1 million 820 6 $1.1 million
Charleston Financial Advisors 4.5/5 Stars $185.9 million 202 3 $920,385
Chatham Capital Group 4.5/5 Stars $568.2 million 230 2 $2.5 million
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Coastal Wealth Advisors 5/5 Stars $50.5 million 92 2 $549,093
Colman Knight Advisory Group 5/5 Stars $128.8 million 98 4 $1.3 million
Colonial Trust Advisors 5/5 Stars $1.2 billion 903 11 $1.3 million
Davinci Financial Designs 5/5 Stars $201.0 million 752 7 $267,325
Detterbeck Wealth Management 4.5/5 Stars $224.0 million 154 2 $1.5 million
Dividend Assets Capital 5/5 Stars $527.0 million 443 6 $1.2 million
Elwood & Goetz 5/5 Stars $564.5 million 558 13 $1.0 million
ETF Model Solutions 4.5/5 Stars $12.4 million 101 8 $122,859
Family Asset Management 4.5/5 Stars $281.8 million 200 4 $1.4 million
Family Legacy 5/5 Stars $259.9 million 243 6 $1.1 million
Fortigent 4.5/5 Stars $3.5 billion 538 4 $6.4 million
Franklin Trend Management 5/5 Stars $37.6 million 56 0 $670,800
Global View Investment Advisors 5/5 Stars $381.5 million 601 3 $634,783
Godsey & Gibb Wealth Management 5/5 Stars $1.2 billion 764 8 $1.5 million
Goepper Burkhardt 5/5 Stars $240.9 million 128 2 $1.9 million
Gordon Financial 5/5 Stars $29.8 million 34 1 $875,104
Hanover Advisors 5/5 Stars $315.8 million 311 1 $1.0 million
Highline Wealth Partners 4.5/5 Stars $285.1 million 223 10 $1.3 million
HMS Financial Services 4.5/5 Stars $97.4 million 260 1 $374,745
Income Growth Advisors 4.5/5 Stars $2.7 million 14 1 $191,329
Intelligent Investing 4.5/5 Stars $45.3 million 42 2 $1.1 million
Investment Management Corporation 5/5 Stars $142.5 million 166 2 $858,533
Jackson Financial Services 5/5 Stars $269.5 million 116 1 $2.3 million
JP Wealth Management 4.5/5 Stars $227.3 million 80 1 $2.8 million
Kaizen Wealth Management 5/5 Stars $45.0 million 38 1 $1.2 million
Kalos Management 5/5 Stars $128.6 million 321 5 $400,506
Kovalcik & Geraghty Wealth Partners 5/5 Stars $208.3 million 244 2 $853,633
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
M Capital Wealth Management 4.5/5 Stars $40.4 million 83 2 $486,881
Macaulay & Associates 5/5 Stars $59.0 million 286 2 $206,328
Maryland Financial Group 4.5/5 Stars $976.0 million 2,355 40 $414,418
McGehee Wealth Advisory Group 5/5 Stars $63.0 million 52 2 $1.2 million
Means Wealth Management 5/5 Stars $743.8 million 1,205 11 $617,260
Morris Financial Concepts 5/5 Stars $344.4 million 296 8 $1.2 million
Najarian Family Office 4.5/5 Stars $48.5 million 75 3 $647,309
Natural Investments 5/5 Stars $1.7 billion 1,215 20 $1.4 million
Novus Advisors 4.5/5 Stars $174.7 million 299 5 $584,222
Oak Advisors 4.5/5 Stars $182.2 million 159 7 $1.1 million
Oak Street Advisors 5/5 Stars $70.0 million 134 2 $522,111
Optimumsquare 4.5/5 Stars $6.2 million 18 1 $343,189
Paragon Financial Advisors 5/5 Stars $70.6 million 66 3 $1.1 million
Partners in Financial Planning 5/5 Stars $617.9 million 382 8 $1.6 million
Pendleton Street Advisors 5/5 Stars $65.7 million 53 3 $1.2 million
Premier Wealth Partners 4.5/5 Stars $50.3 million 144 3 $349,228
RED Triangle 5/5 Stars $12.5 million 112 2 $111,607
Revolutionary Wealth Management, Corp 4.5/5 Stars $47.0 million 220 2 $213,636
Ritholtz Wealth Management 4.5/5 Stars $2.9 billion 2,000 33 $1.5 million
Runey & Associates Wealth Management 5/5 Stars $60.7 million 131 2 $463,022
Saos Capital 5/5 Stars $161.9 million 511 3 $316,789
Seacrest Wealth Management 5/5 Stars $1.1 billion 1,824 43 $611,177
Seastrunk Financial Management 5/5 Stars $41.9 million 207 2 $202,188
South State Advisory 4.5/5 Stars $3.1 billion 262 15 $11.9 million
Southeast Asset Advisors 4.5/5 Stars $3.2 billion 334 9 $9.7 million
Southern Capital Management Corporation 5/5 Stars $33.0 million 80 2 $412,500
Stokes Capital Advisors 4.5/5 Stars $362.9 million 273 1 $1.3 million
Stonebridge Wealth Management., CO 4.5/5 Stars $5.9 million 46 1 $127,285
Strategic Investment Solutions 4.5/5 Stars $5.2 million 21 1 $247,730
Tandem Investment Advisors 5/5 Stars $2.5 billion 7,523 7 $336,875
TCP Asset Management 4.5/5 Stars $470.5 million 1,398 17 $336,536
The Bedminster Group 5/5 Stars $157.7 million 224 2 $704,049
THE Burney Company 5/5 Stars $2.3 billion 1,956 30 $1.2 million
The Fiduciary Alliance 4.5/5 Stars $864.8 million 1,616 20 $535,147
THE Marin Group 5/5 Stars $72.8 million 147 2 $495,192
Trek Financial 5/5 Stars $1.9 billion 4,230 52 $443,648
Twenty Fifty Capital 4.5/5 Stars $13.8 million 122 1 $112,747
V.M. Manning & CO 4.5/5 Stars $75.7 million 60 3 $1.3 million
Verity Investment Partners 5/5 Stars $840.1 million 375 10 $2.2 million
Victoria Capital Management 4.5/5 Stars $207.6 million 84 3 $2.5 million
Wallick Investments 5/5 Stars $91.5 million 253 3 $361,816
Walls Investment Management Company 4.5/5 Stars $38.7 million 150 2 $257,666
Wealth Management Advisors 5/5 Stars $379.5 million 882 6 $430,239
Wealthcare 4.5/5 Stars $5.0 million 27 1 $186,636
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
WebsterRogers Financial Advisors 5/5 Stars $303.2 million 294 7 $1.0 million
Wilson David Investment Advisors 5/5 Stars $3.7 million 11 3 $338,885
YON Drake & Associates 5/5 Stars $529.5 million 9 2 $58.8 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, investing, retirement planning, and more.


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