Registered investment advisers in South Carolina

AUM: $819.1B
Per adviser: $23M
Advisers: 36,280

Greystar Investment Group, LLC

Charleston, SC · Est. 2013

AUM: $36.5B
Per adviser: $62M
Advisers: 588

No reported disclosures

Lpl Enterprise, LLC

Fort Mill, SC · Est. 2024

National

AUM: $24.9B
Per adviser: $6M
Advisers: 4,492

Apollon Wealth Management, LLC

Mount Pleasant, SC · Est. 2018

AUM: $11.6B
Per adviser: $101M
Advisers: 115

No reported disclosures

Southstate Private Capital Management LLC

Columbia, SC · Est. 2013

AUM: $5.0B
Per adviser: $184M
Advisers: 27

No reported disclosures

Performa Limited (US), LLC

Charleston, SC · Est. 2012

AUM: $4.5B
Per adviser: $642M
Advisers: 7

No reported disclosures

Permcap Investment Office

Charleston, SC · Est. 2011

AUM: $4.0B
Per adviser: $670M
Advisers: 6

No reported disclosures

Tandem Investment Advisors INC

Charleston, SC · Est. 2000

AUM: $3.5B
Per adviser: $863M
Advisers: 4

No reported disclosures

Foster Victor

Greenville, SC · Est. 2016

AUM: $2.6B
Per adviser: $147M
Advisers: 18

No reported disclosures

The Fiduciary Alliance

Greenville, SC · Est. 2016

AUM: $2.5B
Per adviser: $56M
Advisers: 45

No reported disclosures

Abacus Planning Group, INC.

Columbia, SC · Est. 1998

AUM: $2.2B
Per adviser: $431M
Advisers: 5

No reported disclosures

Colonial Trust Advisors, INC.

Spartanburg, SC · Est. 1997

AUM: $1.9B
Per adviser: $124M
Advisers: 15

No reported disclosures

Greenwood Capital Associates, LLC

Greenwood, SC · Est. 2001

AUM: $1.8B
Per adviser: $126M
Advisers: 14

No reported disclosures

Ccm Investment Advisers, LLC

Columbia, SC · Est. 1987

AUM: $1.5B
Per adviser: $194M
Advisers: 8

No reported disclosures

Anchor Investment Management

Columbia, SC · Est. 2005

AUM: $1.5B
Per adviser: $152M
Advisers: 10

No reported disclosures

Apollon Financial, LLC

Mount Pleasant, SC · Est. 2022

AUM: $1.4B
Per adviser: $80M
Advisers: 18

No reported disclosures

Verity Investment Partners

Beaufort, SC · Est. 2005

AUM: $1.4B
Per adviser: $108M
Advisers: 13

No reported disclosures

Liberty Hall Capital Partners, L.P.

Charleston, SC · Est. 2015

AUM: $1.1B
Per adviser: $143M
Advisers: 8

No reported disclosures

Volofin Capital Management

Daniel Island, SC · Est. 2020

AUM: $1.0B
Per adviser: $252M
Advisers: 4

No reported disclosures

Ground Swell Capital, LLC

Folly Beach, SC · Est. 2012

AUM: $949M
Per adviser: $190M
Advisers: 5

No reported disclosures

Curran Financial Partners, LLC

Daniel Island, SC · Est. 2020

AUM: $749M
Per adviser: $75M
Advisers: 10

No reported disclosures

Discipline Wealth Solutions, INC.

Greenville, SC · Est. 2021

AUM: $747M
Per adviser: $41M
Advisers: 18

No reported disclosures

Wealth Management Advisors, LLC

Greenville, SC · Est. 2014

AUM: $686M
Per adviser: $137M
Advisers: 5

No reported disclosures

Global Frontier Investments, LLC

Charleston, SC · Est. 2020

AUM: $682M
Per adviser: $341M
Advisers: 2

No reported disclosures

Mtm Investment Management, LLC

Spartanburg, SC · Est. 2018

AUM: $678M
Per adviser: $136M
Advisers: 5

No reported disclosures

Bna Wealth

Rock Hill, SC · Est. 1995

AUM: $620M
Per adviser: $124M
Advisers: 5

No reported disclosures

Hobbs Group Advisors LLC

Columbia, SC · Est. 2018

AUM: $584M
Per adviser: $83M
Advisers: 7

No reported disclosures

Burkett Financial Services, LLC

Rock Hill, SC · Est. 2007

AUM: $573M
Per adviser: $115M
Advisers: 5

No reported disclosures

Headland Capital

Mt. Pleasant, SC · Est. 2024

AUM: $559M
Per adviser: $47M
Advisers: 12

No reported disclosures

Global View Investment Advisors, LLC

Greenville, SC · Est. 2007

AUM: $554M
Per adviser: $138M
Advisers: 4

No reported disclosures

Dividend Assets Capital, LLC

Ridgeland, SC · Est. 2004

AUM: $541M
Per adviser: $180M
Advisers: 3

No reported disclosures

Morris Financial Concepts, INC.

Mount Pleasant, SC · Est. 2002

AUM: $538M
Per adviser: $60M
Advisers: 9

No reported disclosures

Stokes Capital Advisors, LLC

Greenwood, SC · Est. 2015

AUM: $499M
Per adviser: $499M
Advisers: 1

No reported disclosures

Jackson Financial Services, LLC

Mt. Pleasant, SC · Est. 2004

AUM: $498M
Per adviser: $166M
Advisers: 3

No reported disclosures

Fusion Capital, LLC

Mt. Pleasant, SC · Est. 2017

AUM: $492M
Per adviser: $123M
Advisers: 4

No reported disclosures

Objectivity Squared Wealth Management

Charleston, SC · Est. 2020

AUM: $488M
Per adviser: $122M
Advisers: 4

No reported disclosures

The Cavanaugh Group INC

Kiawah Island, SC · Est. 1995

AUM: $486M
Per adviser: $243M
Advisers: 2

Match Grade Advisors

Greenville, SC · Est. 2018

AUM: $479M
Per adviser: $120M
Advisers: 4

No reported disclosures

Websterrogers Financial Advisors, LLC

Florence, SC · Est. 2002

AUM: $461M
Per adviser: $66M
Advisers: 7

No reported disclosures

Hardin Capital Partners, LLC

Greenville, SC · Est. 2020

AUM: $448M
Per adviser: $448M
Advisers: 1

No reported disclosures

Primetrust Advisors LLC

Greenville, SC · Est. 2008

AUM: $422M
Per adviser: $211M
Advisers: 2

Hilton Head Capital Partners, LLC

Hilton Head Island, SC · Est. 2024

AUM: $410M
Per adviser: $68M
Advisers: 6

No reported disclosures

Ballast Rock Private Wealth

Charleston, SC · Est. 2024

AUM: $406M
Per adviser: $51M
Advisers: 8

No reported disclosures

Gunderson Capital Management

Mount Pleasant, SC · Est. 2021

AUM: $396M
Per adviser: $198M
Advisers: 2

Goepper Burkhardt LLC

Greenville, SC · Est. 2003

AUM: $380M
Per adviser: $127M
Advisers: 3

No reported disclosures

Family Legacy, INC.

Greenville, SC · Est. 1995

AUM: $377M
Per adviser: $38M
Advisers: 10

No reported disclosures

Hilton Head Financial Advisors, INC.

Hilton Head, SC · Est. 2006

AUM: $375M
Per adviser: $375M
Advisers: 1

No reported disclosures

Hanover Advisors, INC

Seneca, SC · Est. 2004

AUM: $355M
Per adviser: $177M
Advisers: 2

No reported disclosures

Norris Financial Group, LLC

Greenville, SC · Est. 2018

AUM: $353M
Per adviser: $118M
Advisers: 3

No reported disclosures

Altriarch Asset Management, LLC

Charleston, SC · Est. 2025

AUM: $349M
Per adviser: $70M
Advisers: 5

No reported disclosures

Core Advisory Group

Rock Hill, SC · Est. 2022

AUM: $338M
Per adviser: $38M
Advisers: 9

No reported disclosures

Apricus Wealth LLC

Beaufort, SC · Est. 2022

AUM: $336M
Per adviser: $84M
Advisers: 4

No reported disclosures

Catawba River Capital

Lake Wylie, SC · Est. 2018

AUM: $325M
Per adviser: $108M
Advisers: 3

No reported disclosures

Nicholson Wealth Management Group

Charleston, SC · Est. 2023

AUM: $322M
Per adviser: $161M
Advisers: 2

No reported disclosures

Bca Private Wealth, INC.

Greenville, SC · Est. 2021

AUM: $317M
Per adviser: $63M
Advisers: 5

No reported disclosures

Carolina Wealth Advisors

Myrtle Beach, SC · Est. 2020

AUM: $313M
Per adviser: $78M
Advisers: 4

No reported disclosures

Victoria Capital Management, INC.

Charleston, SC · Est. 2018

AUM: $306M
Per adviser: $102M
Advisers: 3

No reported disclosures

Yon Drake & Associates INC

Columbia, SC · Est. 1995

AUM: $305M
Per adviser: $152M
Advisers: 2

No reported disclosures

Trunorth Advisors

Greenville, SC · Est. 2025

AUM: $301M
Per adviser: $38M
Advisers: 8

Oak Advisors, LLC

Bluffton, SC · Est. 2005

AUM: $285M
Per adviser: $47M
Advisers: 6

No reported disclosures

Copperleaf Capital, LLC

Clover, SC · Est. 2014

AUM: $282M
Per adviser: $70M
Advisers: 4

No reported disclosures

Riverbend Wealth Management, LLC

Myrtle Beach, SC · Est. 2024

AUM: $281M
Per adviser: $94M
Advisers: 3

No reported disclosures

Capasso Planning Partners LLC

Charleston, SC · Est. 2021

AUM: $274M
Per adviser: $69M
Advisers: 4

No reported disclosures

Jp Wealth Management, INC.

Mt. Pleasant, SC · Est. 2004

AUM: $274M
Per adviser: $274M
Advisers: 1

No reported disclosures

Harbour Wealth Management Group, INC.

Daniel Island, SC · Est. 2021

AUM: $266M
Per adviser: $89M
Advisers: 3

No reported disclosures

Charleston Financial Advisors, LLC

Charleston, SC · Est. 2016

AUM: $262M
Per adviser: $131M
Advisers: 2

No reported disclosures

Saos Capital, LLC

Mount Pleasant, SC · Est. 2012

AUM: $239M
Per adviser: $80M
Advisers: 3

No reported disclosures

Concorde Financial Resources

York, SC · Est. 2018

AUM: $231M
Per adviser: $115M
Advisers: 2

No reported disclosures

Bowside Capital, LLC

Charleston, SC · Est. 2022

AUM: $230M
Per adviser: $115M
Advisers: 2

No reported disclosures

Breach Inlet Capital Management, LLC

Mt. Pleasant, SC · Est. 2024

AUM: $228M
Per adviser: $76M
Advisers: 3

No reported disclosures

Magnolia Financial Planning Services, INC.

Seneca, SC · Est. 2018

AUM: $226M
Per adviser: $75M
Advisers: 3

No reported disclosures

Davinci Financial Designs

Columbia, SC · Est. 2015

AUM: $223M
Per adviser: $45M
Advisers: 5

No reported disclosures

Carroll Investors, INC.

Mt Pleasant, SC · Est. 2020

AUM: $221M
Per adviser: $111M
Advisers: 2

No reported disclosures

Kinwell LLC

Charleston, SC · Est. 2023

AUM: $215M
Per adviser: $107M
Advisers: 2

No reported disclosures

Coastline Complete Wealth LLC

Bluffton, SC · Est. 2025

AUM: $214M
Per adviser: $107M
Advisers: 2

No reported disclosures

360 Financial Partners, LLC

Mount Pleasant, SC · Est. 2022

AUM: $207M
Per adviser: $69M
Advisers: 3

No reported disclosures

The Bedminster Group

Bluffton, SC · Est. 2001

AUM: $199M
Per adviser: $100M
Advisers: 2

No reported disclosures

Oceanside Advisors LLC

Mount Pleasant, SC · Est. 2023

AUM: $191M
Per adviser: $48M
Advisers: 4

No reported disclosures

Keen Capital, Ltd

Chapin, SC · Est. 2022

AUM: $180M
Per adviser: $45M
Advisers: 4

No reported disclosures

Beers Kight Financial Advisors, LLC

Columbia, SC · Est. 2012

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

William B. Walkup & Associates, INC.

Columbia, SC · Est. 2022

AUM: $178M
Per adviser: $59M
Advisers: 3

No reported disclosures

Intentional

Fort Mill, SC · Est. 2022

AUM: $176M
Per adviser: $59M
Advisers: 3

No reported disclosures

J. Freeman & Associates

Greenville, SC · Est. 2026

AUM: $175M
Per adviser: $175M
Advisers: 1

No reported disclosures

Allison Investment Management, LLC

Columbia, SC · Est. 2022

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures

Frontline Healthcare Partners

Charleston, SC · Est. 2025

AUM: $168M
Per adviser: $21M
Advisers: 8

No reported disclosures

Ivy Evergreen, LLC

Charleston, SC · Est. 2025

AUM: $155M
Per adviser: $31M
Advisers: 5

No reported disclosures

Van Der Noord Financial Advisors, INC.

Greer, SC · Est. 2021

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

Dba Big Money Retirement And Big Retirement

Greenville, SC · Est. 2026

AUM: $147M
Per adviser: $16M
Advisers: 9

No reported disclosures

Wildes Financial Strategies, INC

Georgetown, SC · Est. 2021

AUM: $138M
Per adviser: $46M
Advisers: 3

No reported disclosures

Sqn Venture Partners, LLC

Charleston, SC · Est. 2022

AUM: $137M
Per adviser: $34M
Advisers: 4

No reported disclosures

Anderson Griggs Investments

Rock Hill, SC · Est. 2025

AUM: $134M
Per adviser: $45M
Advisers: 3

No reported disclosures

V.M. Manning & Co., INC.

Greenville, SC · Est. 2025

AUM: $133M
Per adviser: $67M
Advisers: 2

No reported disclosures

Southeast Financial Advisors

Greenville, SC · Est. 2026

AUM: $133M
Per adviser: $66M
Advisers: 2

No reported disclosures

Imprint Wealth LLC

Mount Pleasant, SC · Est. 2022

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Warren Capital Group

Charleston, SC · Est. 2021

AUM: $131M
Per adviser: $44M
Advisers: 3

No reported disclosures

Advisor.Com

Charleston, SC · Est. 2023

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Wallick Investments, LLC

Columbia, SC · Est. 2025

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Oak Street Advisors

Myrtle Beach, SC · Est. 2026

AUM: $126M
Per adviser: $63M
Advisers: 2

No reported disclosures

Tidal Creek Capital Advisors

Bluffton, SC · Est. 2026

AUM: $126M
Per adviser: $31M
Advisers: 4

No reported disclosures

Tidehaven Wealth, LLC

Mount Pleasant, SC · Est. 2026

AUM: $125M
Per adviser: $62M
Advisers: 2

No reported disclosures

Brickell Key Asset Management LLC

Charleston, SC · Est. 2018

AUM: $120M
Per adviser: $30M
Advisers: 4

No reported disclosures

Hms Financial Services, LLC

Columbia, SC · Est. 2021

AUM: $119M
Per adviser: $119M
Advisers: 1

No reported disclosures

Metis Wealth Management & Planning LLC

Bluffton, SC · Est. 2025

AUM: $115M
Per adviser: $57M
Advisers: 2

No reported disclosures

Generouswealth, LLC

Summerville, SC · Est. 2026

AUM: $110M
Per adviser: $55M
Advisers: 2

No reported disclosures

Blue Granite Capital, LLC

Charleston, SC · Est. 2026

AUM: $109M
Per adviser: $36M
Advisers: 3

No reported disclosures

Idle Hill Advisors LLC

Greenville, SC · Est. 2026

AUM: $107M
Per adviser: $27M
Advisers: 4

Coastal Wealth Advisors, LLC

Johns Island, SC · Est. 2026

AUM: $107M
Per adviser: $53M
Advisers: 2

No reported disclosures

Runey & Associates Wealth Management

Mount Pleasant, SC · Est. 2026

AUM: $105M
Per adviser: $52M
Advisers: 2

No reported disclosures

Taverik Capital, LLC

Greenville, SC · Est. 2019

AUM: $98M
Per adviser: $49M
Advisers: 2

No reported disclosures

Novus Advisors

Greenville, SC · Est. 2013

AUM: $91M
Per adviser: $30M
Advisers: 3

No reported disclosures

Modern Capital Management, Co.

Mt Pleasant, SC · Est. 2020

AUM: $91M
Per adviser: $30M
Advisers: 3

No reported disclosures

Prospera Funds, INC.

Isle Of Palms, SC · Est. 2025

AUM: $5M
Per adviser: $2M
Advisers: 2

No reported disclosures

Matty Ai INC.

Greenville, SC · Est. 2021

AUM: $39,330
Per adviser: $39,330
Advisers: 1

No reported disclosures

Auranser INC.

Fort Mill, SC · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Wealth Intelligently Navigated, LLC

Spartanburg, SC · Est. 2026