Investment adviser firms in COLUMBIA, South Carolina
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
12 firms · Source months shown: August 2026
- ABACUS PLANNING GROUP, INC.CRD 107994 · COLUMBIA, SC$2,155,806,749.00Regulatory AUM · August 2026
- ALLISON INVESTMENT MANAGEMENT, LLCCRD 124645 · COLUMBIA, SC$170,419,000.00Regulatory AUM · August 2026
- ANCHOR INVESTMENT MANAGEMENT, LLCCRD 135296 · COLUMBIA, SC$1,515,803,797.00Regulatory AUM · August 2026
- BEERS KIGHT FINANCIAL ADVISORS, LLCCRD 160286 · COLUMBIA, SC$179,396,623.00Regulatory AUM · August 2026
- CCM INVESTMENT ADVISERS, LLCCRD 105743 · COLUMBIA, SC$1,549,608,058.00Regulatory AUM · August 2026
- DAVINCI FINANCIAL DESIGNS LLCCRD 163362 · COLUMBIA, SC$222,823,888.00Regulatory AUM · August 2026
- HMS FINANCIAL SERVICES, LLCCRD 131569 · COLUMBIA, SC$118,503,827.00Regulatory AUM · August 2026
- HOBBS GROUP ADVISORS LLCCRD 157274 · COLUMBIA, SC$584,400,000.00Regulatory AUM · August 2026
- SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCCRD 165306 · COLUMBIA, SC$4,956,973,083.00Regulatory AUM · August 2026
- WALLICK INVESTMENTS, LLCCRD 162976 · COLUMBIA, SC$126,512,094.00Regulatory AUM · August 2026
- WILLIAM B. WALKUP & ASSOCIATES, INC.CRD 135533 · COLUMBIA, SC$178,309,872.00Regulatory AUM · August 2026
- YON DRAKE & ASSOCIATES INCCRD 111491 · COLUMBIA, SC$304,704,711.00Regulatory AUM · August 2026