Best Financial Advisor Firms South Carolina 2024

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Written by investor.com

February 08, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in South Carolina in 2024.

Top South Carolina firms by average client balance

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Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Circle Wealth Management 5/5 Stars $6.6 billion 120 9 $54.6 million
Chandler Asset Management 5/5 Stars $35.8 billion 818 16 $43.8 million
Iron Capital Advisors 5/5 Stars $5.2 billion 171 2 $30.5 million
Wellspring Financial Advisors 5/5 Stars $2.3 billion 114 5 $20.6 million
Smith Shellnut Wilson 5/5 Stars $7.8 billion 390 11 $19.9 million
Procourse Fiduciary Advisors 5/5 Stars $3.9 billion 212 8 $18.5 million
Nicholas Hoffman & Company 5/5 Stars $5.5 billion 368 10 $14.9 million
Northeast Financial 5/5 Stars $3.7 billion 264 2 $14.0 million
Rocky Mountain Advisers 5/5 Stars $2.2 billion 212 3 $10.3 million
Clearstead; Hartland & Co 5/5 Stars $10.2 billion 1,144 11 $8.9 million

Top 10 financial advisors in South Carolina by number of advisors

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Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Perigon Wealth Management 5/5 Stars $4.8 billion 3,498 64 $1.4 million
Pure Financial Advisors 5/5 Stars $4.6 billion 4,137 46 $1.1 million
Connecticut Wealth Management 5/5 Stars $2.1 billion 1,269 44 $1.7 million
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
JMG Financial Group 5/5 Stars $4.5 billion 1,454 38 $3.1 million

Top 10 financial advisors in South Carolina by total AUM

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Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Chandler Asset Management 5/5 Stars $35.8 billion 818 16 $43.8 million
Clark Capital Management Group 5/5 Stars $21.9 billion 27,604 24 $794,629
Matson Money 5/5 Stars $17.7 billion 30,322 10 $583,191
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Sage Advisory Services CO 5/5 Stars $15.3 billion 4,888 38 $3.1 million
Clearstead; Hartland & Co 5/5 Stars $10.2 billion 1,144 11 $8.9 million
Smith Shellnut Wilson 5/5 Stars $7.8 billion 390 11 $19.9 million
Geowealth Management 5/5 Stars $7.5 billion 43,987 14 $171,555
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
Circle Wealth Management 5/5 Stars $6.6 billion 120 9 $54.6 million

Top 10 financial advisors in South Carolina by total clients

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Sigfig Wealth Management 5/5 Stars $2.1 billion 60,484 5 $34,644
Stadion Money Management 5/5 Stars $2.3 billion 50,984 15 $45,756
Geowealth Management 5/5 Stars $7.5 billion 43,987 14 $171,555
Matson Money 5/5 Stars $17.7 billion 30,322 10 $583,191
Clark Capital Management Group 5/5 Stars $21.9 billion 27,604 24 $794,629
Flexible Plan Investments 5/5 Stars $1.6 billion 14,395 6 $108,661
Freedom Investment Management 5/5 Stars $1.4 billion 12,756 13 $112,275
Pronvest 5/5 Stars $779.6 million 12,398 2 $62,883
Symmetry Partners 5/5 Stars $6.5 billion 12,118 20 $537,290
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million

Find a financial advisor in South Carolina

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.


More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in South Carolina 2024.

Firm has:

  • Jurisdiction in South Carolina
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary investments, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

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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