Research Report · 2026-06-30
Institutional Registered Investment Advisers in South Carolina
SEC-registered investment advisers in South Carolina ranked by reported institutional client assets.
Firms
90
Total AUM
$952.41B
Median AUM
$331.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | FORT MILL | 6413 | $819.12B | 41,879 | 2026-06-30 | → |
| 2 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | COLUMBIA | 165306 | $4.96B | 38 | 2026-05-31 | → |
| 3 | SOUTHSTATE ADVISORY, INC. | COLUMBIA | 153113 | $3.78B | 22 | 2025-06-30 | → |
| 4 | PERFORMA LIMITED (US), LLC | CHARLESTON | 154232 | $4.49B | 18 | 2026-06-30 | → |
| 5 | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD | 115015 | $1.77B | 21 | 2026-04-30 | → |
| 6 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | DANIEL ISLAND | 309922 | $1.01B | 9 | 2026-03-31 | → |
| 7 | PERMANENS CAPITAL L.P. | CHARLESTON | 157476 | $4.02B | 17 | 2026-03-31 | → |
| 8 | GLOBAL FRONTIER INVESTMENTS, LLC | CHARLESTON | 160105 | $682.0M | 2 | 2026-03-31 | → |
| 9 | CCM INVESTMENT ADVISERS, LLC | COLUMBIA | 105743 | $1.55B | 11 | 2026-03-31 | → |
| 10 | LPL ENTERPRISE, LLC | FORT MILL | 8733 | $24.94B | 5,215 | 2026-03-31 | → |
| 11 | PRIMETRUST ADVISORS LLC | GREENVILLE | 141625 | $421.6M | 3 | 2026-03-31 | → |
| 12 | APOLLON WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 291902 | $11.56B | 199 | 2026-03-31 | → |
| 13 | YON DRAKE & ASSOCIATES INC | COLUMBIA | 111491 | $304.7M | 2 | 2026-03-31 | → |
| 14 | MATCH GRADE ADVISORS, LLC | GREENVILLE | 299181 | $479.4M | 8 | 2026-03-31 | → |
| 15 | COLONIAL TRUST ADVISORS, INC. | SPARTANBURG | 110257 | $1.85B | 28 | 2026-06-30 | → |
| 16 | VICTORIA CAPITAL MANAGEMENT, INC. | CHARLESTON | 107665 | $305.5M | 3 | 2026-03-31 | → |
| 17 | HOBBS GROUP ADVISORS LLC | COLUMBIA | 157274 | $584.4M | 8 | 2026-03-31 | → |
| 18 | TANDEM INVESTMENT ADVISORS INC | CHARLESTON | 109392 | $3.45B | 18 | 2026-05-31 | → |
| 19 | WEALTH MANAGEMENT ADVISORS, LLC | GREENVILLE | 171260 | $686.1M | 10 | 2026-03-31 | → |
| 20 | FIDUCIARY ALLIANCE LLC | GREENVILLE | 284924 | $2.53B | 76 | 2026-06-30 | → |
| 21 | ABACUS PLANNING GROUP, INC. | COLUMBIA | 107994 | $2.16B | 30 | 2026-04-30 | → |
| 22 | ANCHOR INVESTMENT MANAGEMENT, LLC | COLUMBIA | 135296 | $1.52B | 17 | 2026-03-31 | → |
| 23 | KINWELL LLC | CHARLESTON | 290449 | $214.7M | 2 | 2026-03-31 | → |
| 24 | GREYSTAR INVESTMENT GROUP, LLC | CHARLESTON | 160665 | $36.50B | 588 | 2026-06-30 | → |
| 25 | VERITY AND VERITY, LLC | BEAUFORT | 119630 | $1.40B | 16 | 2026-03-31 | → |
| 26 | FAMILY LEGACY, INC. | GREENVILLE | 110945 | $377.3M | 10 | 2026-03-31 | → |
| 27 | OBJECTIVITY SQUARED, LLC | CHARLESTON | 311052 | $487.8M | 6 | 2026-03-31 | → |
| 28 | DIVIDEND ASSETS CAPITAL, LLC | RIDGELAND | 129973 | $540.8M | 7 | 2026-03-31 | → |
| 29 | HMS FINANCIAL SERVICES, LLC | COLUMBIA | 131569 | $118.5M | 1 | 2026-03-31 | → |
| 30 | STOKES CAPITAL ADVISORS, LLC | GREENWOOD | 281278 | $499.4M | 2 | 2026-02-28 | → |
| 31 | FOSTER VICTOR WEALTH ADVISORS, LLC | GREENVILLE | 283656 | $2.64B | 42 | 2026-03-31 | → |
| 32 | HARBOUR WEALTH MANAGEMENT GROUP, INC. | DANIEL ISLAND | 314496 | $266.2M | 5 | 2026-05-31 | → |
| 33 | CATAWBA RIVER CAPITAL | LAKE WYLIE | 134217 | $325.1M | 4 | 2026-02-28 | → |
| 34 | HEADLAND CAPITAL, LLC | MT. PLEASANT | 332277 | $559.3M | 19 | 2026-06-30 | → |
| 35 | JFA ADVISORS, LLC | GREENVILLE | 144039 | $175.0M | 2 | 2026-05-31 | → |
| 36 | DISCIPLINE WEALTH SOLUTIONS, INC. | GREENVILLE | 315846 | $746.7M | 18 | 2026-06-30 | → |
| 37 | KEEN CAPITAL, LTD | CHAPIN | 145023 | $179.7M | 12 | 2026-05-31 | → |
| 38 | NOVUS ADVISORS, LLC | GREENVILLE | 157908 | $91.3M | 5 | 2026-04-30 | → |
| 39 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | FLORENCE | 121006 | $460.5M | 9 | 2026-03-31 | → |
| 40 | HILTON HEAD FINANCIAL ADVISORS, INC. | HILTON HEAD | 140249 | $375.1M | 3 | 2026-03-31 | → |
| 41 | NORRIS FINANCIAL GROUP, LLC | GREENVILLE | 129422 | $353.0M | 6 | 2026-03-31 | → |
| 42 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC | CHARLESTON | 327001 | $322.0M | 4 | 2026-06-30 | → |
| 43 | BALLAST ROCK PRIVATE WEALTH LLC | CHARLESTON | 322064 | $405.7M | 9 | 2026-03-31 | → |
| 44 | MTM INVESTMENT MANAGEMENT, LLC | SPARTANBURG | 297500 | $678.1M | 8 | 2026-03-31 | → |
| 45 | HILTON HEAD CAPITAL PARTNERS, LLC | HILTON HEAD ISLAND | 299375 | $409.5M | 6 | 2026-03-31 | → |
| 46 | BURKETT FINANCIAL SERVICES, LLC | ROCK HILL | 140168 | $572.6M | 7 | 2026-02-28 | → |
| 47 | HARDIN CAPITAL PARTNERS, LLC | GREENVILLE | 153023 | $447.8M | 3 | 2026-02-28 | → |
| 48 | RIVERBEND WEALTH MANAGEMENT, LLC | MYRTLE BEACH | 302031 | $281.0M | 8 | 2026-03-31 | → |
| 49 | CAPASSO PLANNING PARTNERS LLC | CHARLESTON | 294673 | $274.2M | 5 | 2026-04-30 | → |
| 50 | SAOS CAPITAL, LLC | MOUNT PLEASANT | 159515 | $239.1M | 4 | 2026-05-31 | → |
| 51 | COASTAL WEALTH ADVISORS, LLC | JOHNS ISLAND | 174574 | $106.6M | 2 | 2026-04-30 | → |
| 52 | MODERN CAPITAL MANAGEMENT, CO. | MT PLEASANT | 306631 | $90.7M | 6 | 2026-03-31 | → |
| 53 | THE CAVANAUGH GROUP INC | KIAWAH ISLAND | 105931 | $485.7M | 2 | 2026-06-30 | → |
| 54 | WILLIAM B. WALKUP & ASSOCIATES, INC. | COLUMBIA | 135533 | $178.3M | 4 | 2026-03-31 | → |
| 55 | CHARLESTON FINANCIAL ADVISORS, LLC | CHARLESTON | 137536 | $262.4M | 5 | 2026-03-31 | → |
| 56 | OCEANSIDE ADVISORS LLC | MOUNT PLEASANT | 170307 | $191.3M | 5 | 2026-02-28 | → |
| 57 | INTENTIONAL, LLC | FORT MILL | 318570 | $175.8M | 3 | 2026-06-30 | → |
| 58 | COPPERLEAF CAPITAL, LLC | CLOVER | 117823 | $281.6M | 7 | 2026-06-30 | → |
| 59 | CAROLINA WEALTH ADVISORS, LLC | MYRTLE BEACH | 288837 | $313.4M | 6 | 2026-03-31 | → |
| 60 | CORE COMPLIANCE GROUP, LLC | ROCK HILL | 306661 | $338.4M | 9 | 2026-03-31 | → |
| 61 | ALLISON INVESTMENT MANAGEMENT, LLC | COLUMBIA | 124645 | $170.4M | 2 | 2026-03-31 | → |
| 62 | BNA WEALTH, INC. | ROCK HILL | 39326 | $619.8M | 8 | 2026-05-31 | → |
| 63 | WARREN CAPITAL MANAGEMENT, INC. | CHARLESTON | 137449 | $131.0M | 3 | 2026-06-30 | → |
| 64 | 360 FINANCIAL PARTNERS, LLC | MOUNT PLEASANT | 169280 | $206.5M | 3 | 2026-03-31 | → |
| 65 | MORRIS FINANCIAL CONCEPTS, INC. | MOUNT PLEASANT | 114862 | $538.4M | 10 | 2026-03-31 | → |
| 66 | BCA PRIVATE WEALTH, INC. | GREENVILLE | 140913 | $317.3M | 5 | 2026-02-28 | → |
| 67 | GOEPPER BURKHARDT LLC | GREENVILLE | 127896 | $380.3M | 5 | 2026-03-31 | → |
| 68 | JP WEALTH MANAGEMENT, INC. | MT. PLEASANT | 129475 | $274.0M | 2 | 2026-03-31 | → |
| 69 | VAN DER NOORD FINANCIAL ADVISORS, INC. | GREER | 135556 | $152.0M | 4 | 2026-01-31 | → |
| 70 | DAVINCI FINANCIAL DESIGNS LLC | COLUMBIA | 163362 | $222.8M | 5 | 2026-04-30 | → |
| 71 | BLUE GRANITE CAPITAL, LLC | CHARLESTON | 125607 | $108.8M | 3 | 2026-03-31 | → |
| 72 | GUNDERSON CAPITAL MANAGEMENT, LLC | MOUNT PLEASANT | 140795 | $395.8M | 4 | 2026-04-30 | → |
| 73 | WALLICK INVESTMENTS, LLC | COLUMBIA | 162976 | $126.5M | 5 | 2026-02-28 | → |
| 74 | ANDERSON GRIGGS & COMPANY, INC. | ROCK HILL | 110313 | $133.6M | 3 | 2026-01-31 | → |
| 75 | METIS WEALTH MANAGEMENT & PLANNING LLC | BLUFFTON | 305086 | $114.9M | 2 | 2026-01-31 | → |
| 76 | JACKSON FINANCIAL SERVICES, LLC | MT. PLEASANT | 132252 | $498.1M | 3 | 2026-03-31 | → |
| 77 | CLEMSON-EPS ADVISORS, LLC | SENECA | 153101 | $192.8M | 4 | 2025-10-31 | → |
| 78 | LIVE OAK MANAGEMENT GROUP, LLC | BLUFFTON | 287840 | $126.0M | 4 | 2026-05-31 | → |
| 79 | BEDMINSTER L.L.C. | BLUFFTON | 118794 | $199.0M | 3 | 2026-02-28 | → |
| 80 | OAK STREET ADVISORS INC | MYRTLE BEACH | 139400 | $126.2M | 2 | 2026-05-31 | → |
| 81 | BURGESS INVESTMENT GROUP, LLC | GREENVILLE | 318698 | $147.1M | 25 | 2026-06-30 | → |
| 82 | WILDES FINANCIAL STRATEGIES, INC | GEORGETOWN | 289496 | $138.3M | 8 | 2026-03-31 | → |
| 83 | SMITH, BRIAN DAVID | GREENVILLE | 121757 | $133.0M | 2 | 2026-06-30 | → |
| 84 | IMPRINT WEALTH LLC | MOUNT PLEASANT | 322130 | $131.6M | 7 | 2026-03-31 | → |
| 85 | IDLE HILL ADVISORS LLC | GREENVILLE | 317040 | $107.5M | 7 | 2026-06-30 | → |
| 86 | OAK ADVISORS, LLC | BLUFFTON | 137192 | $284.7M | 6 | 2026-02-28 | → |
| 87 | CONCORDE FINANCIAL RESOURCES I INC. | YORK | 117836 | $231.0M | 2 | 2026-03-31 | → |
| 88 | TAVERIK CAPITAL, LLC | GREENVILLE | 156594 | $97.5M | 10 | 2026-03-31 | → |
| 89 | APOLLON FINANCIAL, LLC | MOUNT PLEASANT | 321217 | $1.45B | 29 | 2026-06-30 | → |
| 90 | WAYPOINT STRATEGIC ADVISORS, LLC | SUMMERVILLE | 152077 | $136.3M | 4 | 2026-01-31 | → |
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