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Best Financial Advisors near Fort Mill, South Carolina


To help Americans find the best financial advisors in Fort Mill, South Carolina, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Fort Mill, South Carolina.


1. Brightworth
   (866) 727-6100
8816 Red Oak Blvd. Suite 260, Charlotte, North Carolina

Brightworth, registered in 1999, manages $4.0 billion for 2,060 clients.

2. Wealthcare Capital Management
   (804) 644-4711
1171 Market Street Suite 206, Fort Mill, South Carolina

Wealthcare Capital Management, registered in 2001, manages $1.7 billion for 3,354 clients.

3. Burkett Financial Services
   (803) 980-3232
128 East Main Street, Suite 201. Rock Hill, SC

Burkett Financial Services, registered in 2007, manages $307.1 million for 352 clients.

4. NEPC
   (704) 542-7474
5113 Piper Station Drive Suite 205, Charlotte, North Carolina

NEPC, registered in 1990, manages $29.5 billion for 385 clients.

5. Alpha Financial Advisors
   (704) 716-1100
11325 N Community House RD, Suite #410. Charlotte, NC

Alpha Financial Advisors, registered in 2014, manages $287.2 million for 211 clients.

6. AdviceOne Advisory Services
   (860) 659-4900
15801 Brixham Hill Avenue Suite 530, Charlotte, North Carolina

AdviceOne Advisory Services, registered in 2003, manages $887.0 million for 1,709 clients.

7. Fortigent
   (800) 877-7210
1055 Lpl Way Fort Mill, SC

Fortigent, registered in 2006, manages $2.3 billion for 908 clients.

8. Millennium Investment and Retirement Advisors
   (704) 743-3335
13850 Ballantyne Corporate Place, Suite 500. Charlotte, NC

Millennium Investment and Retirement Advisors, registered in 2012, manages $1.0 billion for 372 clients.

9. Archer Investment Corporation
   (704) 552-8689
13850 Ballantyne Corporate Place, Suite 500, Charlotte, North Carolina

Archer Investment Corporation, registered in 2005, manages $422.0 million for 2,032 clients.

10. BÓveda Asset Management
   (888) 569-8883
15720 Brixham Hill Avenue Charlotte, NC

BÓveda Asset Management, registered in 2014, manages $16.7 million for 1 clients.

11. Acorn Financial Advisory Services
   (803) 888-5606
6237 Carolina Commons Drive Suite 340, Indian Land, South Carolina

Acorn Financial Advisory Services, registered in 2006, manages $956.7 million for 1,690 clients.

12. Great Valley Advisor Group
   (803) 985-2447
1420 Ebenezer Road Suite #106, Rock Hill, South Carolina

Great Valley Advisor Group, registered in 2011, manages $2.0 billion for 9,376 clients.

13. Virtue Capital Management
   (874) 469-0200
15720 Brixham Hill Ave. Suite 300, Charlotte, North Carolina

Virtue Capital Management, registered in 2014, manages $529.3 million for 3,133 clients.

14. Carroll Financial Associates
   (704) 553-8006
331 East Main Street Suite 403, Rock Hill, South Carolina

Carroll Financial Associates, registered in 1980, manages $3.5 billion for 5,010 clients.

15. Hobart Private Capital
   (704) 968-4846
Multiple Locations

Hobart Private Capital, registered in 2016, manages $194.7 million for 547 clients.

16. Aptus Capital Advisors
   (251) 517-7198
10003 Buggy Horse Road, Charlotte, North Carolina

Aptus Capital Advisors, registered in 2016, manages $1.4 billion for 1,887 clients.

17. R.P. Boggs & CO. Wealth Management
   (803) 831-0911
4100 Charlotte Hwy. Lake Wylie, SC

R.P. Boggs & CO. Wealth Management, registered in 2018, manages $145.0 million for 176 clients.

18. Truadvice
   (941) 413-5390
580 Kingsley Park Dr. Suite 110, Fort Mill, South Carolina

Truadvice, registered in 2018, manages $322.5 million for 446 clients.

19. Ally Invest Advisors
   (855) 880-2559
11605 N Community House Road, Suite 300. Charlotte, NC

Ally Invest Advisors, registered in 2014, manages $276.9 million for 32,933 clients.

20. Ally Invest Advisors
   (855) 880-2559
Multiple Locations

Ally Invest Advisors, registered in 2014, manages $276.9 million for 32,933 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Bogart Wealth
   (703) 570-8651

Bogart Wealth, registered in 2016, manages $947.5 million for 595 clients.

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Top Cities for South Carolina


Charleston, South Carolina Conestee, South Carolina Fort Mill, South Carolina Greenville, South Carolina Johns Island, South Carolina Mauldin, South Carolina Mount Pleasant, South Carolina North Charleston, South Carolina Travelers Rest, South Carolina West Columbia, South Carolina

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