EXPLORE THE DIRECTORY

Investment adviser firms in South Carolina

Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.

116 firms · Source months shown: August 2026

360 FINANCIAL PARTNERS, LLCCRD 169280 · MOUNT PLEASANT, SC
$206,515,775.00Regulatory AUM · August 2026
ABACUS PLANNING GROUP, INC.CRD 107994 · COLUMBIA, SC
$2,155,806,749.00Regulatory AUM · August 2026
ADVR, INCCRD 318823 · CHARLESTON, SC
$126,820,765.00Regulatory AUM · August 2026
ALLISON INVESTMENT MANAGEMENT, LLCCRD 124645 · COLUMBIA, SC
$170,419,000.00Regulatory AUM · August 2026
ALTRIARCH ASSET MANAGEMENT, LLCCRD 328482 · CHARLESTON, SC
$349,131,175.00Regulatory AUM · August 2026
ANCHOR INVESTMENT MANAGEMENT, LLCCRD 135296 · COLUMBIA, SC
$1,515,803,797.00Regulatory AUM · August 2026
ANDERSON GRIGGS & COMPANY, INC.CRD 110313 · ROCK HILL, SC
$133,610,533.00Regulatory AUM · August 2026
APOLLON FINANCIAL, LLCCRD 321217 · MOUNT PLEASANT, SC
$1,447,040,552.00Regulatory AUM · August 2026
APOLLON WEALTH MANAGEMENT, LLCCRD 291902 · MOUNT PLEASANT, SC
$11,563,665,739.00Regulatory AUM · August 2026
APRICUS WEALTH LLCCRD 306239 · BEAUFORT, SC
$335,686,442.00Regulatory AUM · August 2026
AURANSER INC.CRD 340833 · FORT MILL, SC
Not availableRegulatory AUM · August 2026
BALLAST ROCK PRIVATE WEALTH LLCCRD 322064 · CHARLESTON, SC
$405,737,187.00Regulatory AUM · August 2026
BCA PRIVATE WEALTH, INC.CRD 140913 · GREENVILLE, SC
$317,299,794.00Regulatory AUM · August 2026
BEDMINSTER L.L.C.CRD 118794 · BLUFFTON, SC
$199,012,353.00Regulatory AUM · August 2026
BEERS KIGHT FINANCIAL ADVISORS, LLCCRD 160286 · COLUMBIA, SC
$179,396,623.00Regulatory AUM · August 2026
BLUE GRANITE CAPITAL, LLCCRD 125607 · CHARLESTON, SC
$108,773,163.00Regulatory AUM · August 2026
BNA WEALTH, INC.CRD 39326 · ROCK HILL, SC
$619,754,403.00Regulatory AUM · August 2026
BOWSIDE CAPITAL, LLCCRD 170509 · CHARLESTON, SC
$229,792,903.00Regulatory AUM · August 2026
BREACH INLET CAPITAL MANAGEMENT, LLCCRD 282056 · MT. PLEASANT, SC
$227,650,975.00Regulatory AUM · August 2026
BRICKELL KEY ASSET MANAGEMENT LLCCRD 295209 · CHARLESTON, SC
$119,925,775.00Regulatory AUM · August 2026
BURGESS INVESTMENT GROUP, LLCCRD 318698 · GREENVILLE, SC
$147,135,626.00Regulatory AUM · August 2026
BURKETT FINANCIAL SERVICES, LLCCRD 140168 · ROCK HILL, SC
$572,592,627.00Regulatory AUM · August 2026
CAPASSO PLANNING PARTNERS LLCCRD 294673 · CHARLESTON, SC
$274,217,847.00Regulatory AUM · August 2026
CAROLINA WEALTH ADVISORS, LLCCRD 288837 · MYRTLE BEACH, SC
$313,415,083.00Regulatory AUM · August 2026
CARROLL INVESTORS, INC.CRD 311180 · MT PLEASANT, SC
$221,449,186.00Regulatory AUM · August 2026
CATAWBA RIVER CAPITALCRD 134217 · LAKE WYLIE, SC
$325,111,772.00Regulatory AUM · August 2026
CCM INVESTMENT ADVISERS, LLCCRD 105743 · COLUMBIA, SC
$1,549,608,058.00Regulatory AUM · August 2026
CHARLESTON FINANCIAL ADVISORS, LLCCRD 137536 · CHARLESTON, SC
$262,433,656.00Regulatory AUM · August 2026
COASTAL WEALTH ADVISORS, LLCCRD 174574 · JOHNS ISLAND, SC
$106,620,193.00Regulatory AUM · August 2026
COASTLINE COMPLETE WEALTH LLCCRD 338227 · BLUFFTON, SC
$213,631,245.00Regulatory AUM · August 2026
COBBLERS COVE CAPITAL LPCRD 342999 · CHARLESTON, SC
Not availableRegulatory AUM · August 2026
COLONIAL TRUST ADVISORS, INC.CRD 110257 · SPARTANBURG, SC
$1,852,935,341.00Regulatory AUM · August 2026
CONCORDE FINANCIAL RESOURCES I INC.CRD 117836 · YORK, SC
$230,956,657.00Regulatory AUM · August 2026
COPPERLEAF CAPITAL, LLCCRD 117823 · CLOVER, SC
$281,643,647.00Regulatory AUM · August 2026
CORE COMPLIANCE GROUP, LLCCRD 306661 · ROCK HILL, SC
$338,381,991.00Regulatory AUM · August 2026
CURRAN FINANCIAL PARTNERS, LLCCRD 281943 · DANIEL ISLAND, SC
$749,381,619.00Regulatory AUM · August 2026
DAVINCI FINANCIAL DESIGNS LLCCRD 163362 · COLUMBIA, SC
$222,823,888.00Regulatory AUM · August 2026
DISCIPLINE WEALTH SOLUTIONS, INC.CRD 315846 · GREENVILLE, SC
$746,683,310.00Regulatory AUM · August 2026
DIVIDEND ASSETS CAPITAL, LLCCRD 129973 · RIDGELAND, SC
$540,807,741.00Regulatory AUM · August 2026
E & R WEALTH MANAGEMENT, LLCCRD 171271 · MOUNT PLEASANT, SC
$104,796,418.00Regulatory AUM · August 2026
FAMILY LEGACY, INC.CRD 110945 · GREENVILLE, SC
$377,277,747.00Regulatory AUM · August 2026
FIDUCIARY ALLIANCE LLCCRD 284924 · GREENVILLE, SC
$2,526,238,956.00Regulatory AUM · August 2026
FOSTER VICTOR WEALTH ADVISORS, LLCCRD 283656 · GREENVILLE, SC
$2,644,715,238.00Regulatory AUM · August 2026
FRONTLINE HEALTHCARE PARTNERS, LLCCRD 311770 · CHARLESTON, SC
$168,147,525.00Regulatory AUM · August 2026
FUSION CAPITAL, LLCCRD 154726 · MT. PLEASANT, SC
$492,349,073.00Regulatory AUM · August 2026
GENEROUSWEALTH, LLCCRD 308263 · SUMMERVILLE, SC
$110,365,201.00Regulatory AUM · August 2026
GLOBAL FRONTIER INVESTMENTS, LLCCRD 160105 · CHARLESTON, SC
$681,960,598.00Regulatory AUM · August 2026
GLOBAL VIEW INVESTMENT ADVISORS, LLCCRD 145499 · GREENVILLE, SC
$553,787,104.00Regulatory AUM · August 2026
GOEPPER BURKHARDT LLCCRD 127896 · GREENVILLE, SC
$380,275,598.00Regulatory AUM · August 2026
GREENWOOD CAPITAL ASSOCIATES, LLCCRD 115015 · GREENWOOD, SC
$1,765,086,387.00Regulatory AUM · August 2026
GREYSTAR INVESTMENT GROUP, LLCCRD 160665 · CHARLESTON, SC
$36,499,708,448.00Regulatory AUM · August 2026
GROUND SWELL CAPITAL, LLCCRD 159812 · FOLLY BEACH, SC
$949,165,173.00Regulatory AUM · August 2026
GUNDERSON CAPITAL MANAGEMENT, LLCCRD 140795 · MOUNT PLEASANT, SC
$395,755,965.00Regulatory AUM · August 2026
HANOVER ADVISORS, INCCRD 119655 · SENECA, SC
$354,865,572.00Regulatory AUM · August 2026
HARBOUR WEALTH MANAGEMENT GROUP, INC.CRD 314496 · DANIEL ISLAND, SC
$266,163,310.00Regulatory AUM · August 2026
HARDIN CAPITAL PARTNERS, LLCCRD 153023 · GREENVILLE, SC
$447,791,626.00Regulatory AUM · August 2026
HEADLAND CAPITAL, LLCCRD 332277 · MT. PLEASANT, SC
$559,277,399.00Regulatory AUM · August 2026
HILTON HEAD CAPITAL PARTNERS, LLCCRD 299375 · HILTON HEAD ISLAND, SC
$409,549,463.00Regulatory AUM · August 2026
HILTON HEAD FINANCIAL ADVISORS, INC.CRD 140249 · HILTON HEAD, SC
$375,112,166.00Regulatory 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
IDLE HILL ADVISORS LLCCRD 317040 · GREENVILLE, SC
$107,479,012.00Regulatory AUM · August 2026
IMPRINT WEALTH LLCCRD 322130 · MOUNT PLEASANT, SC
$131,551,371.00Regulatory AUM · August 2026
INTENTIONAL, LLCCRD 318570 · FORT MILL, SC
$175,825,193.00Regulatory AUM · August 2026
IVY EVERGREEN, LLCCRD 324430 · CHARLESTON, SC
$155,003,228.00Regulatory AUM · August 2026
JACKSON FINANCIAL SERVICES, LLCCRD 132252 · MT. PLEASANT, SC
$498,065,507.00Regulatory AUM · August 2026
JFA ADVISORS, LLCCRD 144039 · GREENVILLE, SC
$175,000,000.00Regulatory AUM · August 2026
JP WEALTH MANAGEMENT, INC.CRD 129475 · MT. PLEASANT, SC
$274,006,047.00Regulatory AUM · August 2026
KEEN CAPITAL, LTDCRD 145023 · CHAPIN, SC
$179,678,013.00Regulatory AUM · August 2026
KINWELL LLCCRD 290449 · CHARLESTON, SC
$214,688,458.00Regulatory AUM · August 2026
LIBERTY HALL CAPITAL PARTNERS, L.P.CRD 173159 · CHARLESTON, SC
$1,141,608,677.00Regulatory AUM · August 2026
LIVE OAK MANAGEMENT GROUP, LLCCRD 287840 · BLUFFTON, SC
$125,985,607.00Regulatory AUM · August 2026
LPL ENTERPRISE, LLCCRD 8733 · FORT MILL, SC
$24,939,385,373.00Regulatory AUM · August 2026
LPL FINANCIAL LLCCRD 6413 · FORT MILL, SC
$819,117,829,825.00Regulatory AUM · August 2026
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.CRD 135759 · SENECA, SC
$225,662,274.00Regulatory AUM · August 2026
MATCH GRADE ADVISORS, LLCCRD 299181 · GREENVILLE, SC
$479,384,674.00Regulatory AUM · August 2026
MATTY AI INC.CRD 317016 · GREENVILLE, SC
$39,330.00Regulatory AUM · August 2026
METIS WEALTH MANAGEMENT & PLANNING LLCCRD 305086 · BLUFFTON, SC
$114,852,391.00Regulatory AUM · August 2026
MODERN CAPITAL MANAGEMENT, CO.CRD 306631 · MT PLEASANT, SC
$90,653,658.00Regulatory AUM · August 2026
MORRIS FINANCIAL CONCEPTS, INC.CRD 114862 · MOUNT PLEASANT, SC
$538,412,506.00Regulatory AUM · August 2026
MTM INVESTMENT MANAGEMENT, LLCCRD 297500 · SPARTANBURG, SC
$678,092,743.00Regulatory AUM · August 2026
NICHOLSON WEALTH MANAGEMENT GROUP, LLCCRD 327001 · CHARLESTON, SC
$321,991,464.00Regulatory AUM · August 2026
NORRIS FINANCIAL GROUP, LLCCRD 129422 · GREENVILLE, SC
$353,003,756.00Regulatory AUM · August 2026
NOVUS ADVISORS, LLCCRD 157908 · GREENVILLE, SC
$91,267,843.00Regulatory AUM · August 2026
OAK ADVISORS, LLCCRD 137192 · BLUFFTON, SC
$284,739,465.00Regulatory AUM · August 2026
OAK STREET ADVISORS INCCRD 139400 · MYRTLE BEACH, SC
$126,212,626.00Regulatory AUM · August 2026
OBJECTIVITY SQUARED, LLCCRD 311052 · CHARLESTON, SC
$487,755,992.00Regulatory AUM · August 2026
OCEANSIDE ADVISORS LLCCRD 170307 · MOUNT PLEASANT, SC
$191,300,000.00Regulatory AUM · August 2026
PERFORMA LIMITED (US), LLCCRD 154232 · CHARLESTON, SC
$4,491,173,031.00Regulatory AUM · August 2026
PERMANENS CAPITAL L.P.CRD 157476 · CHARLESTON, SC
$4,017,549,299.00Regulatory AUM · August 2026
PRIMETRUST ADVISORS LLCCRD 141625 · GREENVILLE, SC
$421,567,644.00Regulatory AUM · August 2026
PROSPERA FUNDS, INC.CRD 331765 · ISLE OF PALMS, SC
$4,554,486.00Regulatory AUM · August 2026
RESOLUTE CAPITAL, LLCCRD 304558 · GREENVILLE, SC
$300,812,330.00Regulatory AUM · August 2026
RIVERBEND WEALTH MANAGEMENT, LLCCRD 302031 · MYRTLE BEACH, SC
$280,977,751.00Regulatory AUM · August 2026
SAOS CAPITAL, LLCCRD 159515 · MOUNT PLEASANT, SC
$239,116,090.00Regulatory AUM · August 2026
SMITH, BRIAN DAVIDCRD 121757 · GREENVILLE, SC
$132,964,803.00Regulatory AUM · August 2026
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCCRD 165306 · COLUMBIA, SC
$4,956,973,083.00Regulatory AUM · August 2026
SQN VENTURE PARTNERS, LLCCRD 301483 · CHARLESTON, SC
$137,299,073.00Regulatory AUM · August 2026
STOKES CAPITAL ADVISORS, LLCCRD 281278 · GREENWOOD, SC
$499,428,850.00Regulatory AUM · August 2026
TANDEM INVESTMENT ADVISORS INCCRD 109392 · CHARLESTON, SC
$3,450,893,853.00Regulatory AUM · August 2026