Financial advisers in Columbia, SC
12 registered investment adviser firms in Columbia managing $12.1B in assets, based on public SEC Form ADV filings.
Southstate Private Capital Management LLC
Columbia, SC · Est. 2013
RegionalInternational
- AUM
- $5.0B
- Per adviser
- $184M
- Advisers
- 27
No reported disclosures
Abacus Planning Group, INC.
Columbia, SC · Est. 1998
Regional
- AUM
- $2.2B
- Per adviser
- $431M
- Advisers
- 5
No reported disclosures
Ccm Investment Advisers, LLC
Columbia, SC · Est. 1987
Local
- AUM
- $1.5B
- Per adviser
- $194M
- Advisers
- 8
No reported disclosures
Anchor Investment Management
Columbia, SC · Est. 2005
Local
- AUM
- $1.5B
- Per adviser
- $152M
- Advisers
- 10
No reported disclosures
Hobbs Group Advisors LLC
Columbia, SC · Est. 2018
Local
- AUM
- $584M
- Per adviser
- $83M
- Advisers
- 7
No reported disclosures
Yon Drake & Associates INC
Columbia, SC · Est. 1995
Local
- AUM
- $305M
- Per adviser
- $152M
- Advisers
- 2
No reported disclosures
Davinci Financial Designs
Columbia, SC · Est. 2015
Local
- AUM
- $223M
- Per adviser
- $45M
- Advisers
- 5
No reported disclosures
Beers Kight Financial Advisors, LLC
Columbia, SC · Est. 2012
Local
- AUM
- $179M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
William B. Walkup & Associates, INC.
Columbia, SC · Est. 2022
Local
- AUM
- $178M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Allison Investment Management, LLC
Columbia, SC · Est. 2022
Local
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Wallick Investments, LLC
Columbia, SC · Est. 2025
Local
- AUM
- $127M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Hms Financial Services, LLC
Columbia, SC · Est. 2021
Local
- AUM
- $119M
- Per adviser
- $119M
- Advisers
- 1
No reported disclosures