Data / Investment advisers / Serving corporations and other businesses / South Carolina
Investment advisers in South Carolina serving corporations and other businesses: 55 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
55 SEC registered investment advisers with a main office in South Carolina report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $15.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is LPL Financial LLC.
The request: Every investment adviser in South Carolina that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 55Advisers
- $15.8 billionAUM from this client type
- 54Advisers over $100 million
- November 2, 2026File date
Advisers in South Carolina serving corporations and other businesses
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| LPL Financial LLC | Fort Mill | 8,528 | $14.06 billion | $819.12 billion | adviserinfo.sec.gov |
| Apollon Wealth Management, LLC | Mount Pleasant | 47 | $275.8 million | $11.56 billion | adviserinfo.sec.gov |
| LPL Enterprise, LLC | Fort Mill | 286 | $216.5 million | $24.94 billion | adviserinfo.sec.gov |
| Greenwood Capital Associates, LLC | Greenwood | 13 | $184.3 million | $1.77 billion | adviserinfo.sec.gov |
| Wealth Management Advisors, LLC | Greenville | 12 | $130.1 million | $686.1 million | adviserinfo.sec.gov |
| Tandem Investment Advisors Inc | Charleston | 182 | $129.2 million | $3.45 billion | adviserinfo.sec.gov |
| Colonial Trust Advisors, Inc. | Spartanburg | 15 | $91.7 million | $1.85 billion | adviserinfo.sec.gov |
| Hobbs Group Advisors LLC | Columbia | 26 | $68 million | $584.4 million | adviserinfo.sec.gov |
| The Fiduciary Alliance | Greenville | 168 | $66.3 million | $2.53 billion | adviserinfo.sec.gov |
| Objectivity Squared Wealth Management | Charleston | Fewer than 5 | $62.8 million | $487.8 million | adviserinfo.sec.gov |
| Southstate Private Capital Management LLC | Columbia | 23 | $59.3 million | $4.96 billion | adviserinfo.sec.gov |
| Verity Investment Partners | Beaufort | 8 | $55.5 million | $1.40 billion | adviserinfo.sec.gov |
| Dividend Assets Capital, LLC | Ridgeland | 13 | $45.6 million | $540.8 million | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | 16 | $41.3 million | $1.52 billion | adviserinfo.sec.gov |
| Foster Victor | Greenville | 90 | $40.7 million | $2.64 billion | adviserinfo.sec.gov |
| Hilton Head Financial Advisors, Inc. | Hilton Head | 1 | $28.5 million | $375.1 million | adviserinfo.sec.gov |
| Headland Capital | Mt. Pleasant | 9 | $27.5 million | $559.3 million | adviserinfo.sec.gov |
| CCM Investment Advisers, LLC | Columbia | 8 | $25.4 million | $1.55 billion | adviserinfo.sec.gov |
| Hilton Head Capital Partners, LLC | Hilton Head Island | 18 | $19.7 million | $409.5 million | adviserinfo.sec.gov |
| Ballast Rock Private Wealth | Charleston | 14 | $16.9 million | $405.7 million | adviserinfo.sec.gov |
| Riverbend Wealth Management, LLC | Myrtle Beach | 5 | $14.7 million | $281 million | adviserinfo.sec.gov |
| Stokes Capital Advisors, LLC | Greenwood | 7 | $14.7 million | $499.4 million | adviserinfo.sec.gov |
| Capasso Planning Partners LLC | Charleston | 17 | $14.5 million | $274.2 million | adviserinfo.sec.gov |
| Catawba River Capital | Lake Wylie | 8 | $14.2 million | $325.1 million | adviserinfo.sec.gov |
| Wealth Intelligently Navigated, LLC | Greer | 10 | $12.8 million | $532.9 million | adviserinfo.sec.gov |
| Nicholson Wealth Management Group | Charleston | Fewer than 5 | $12.8 million | $322 million | adviserinfo.sec.gov |
| Websterrogers Financial Advisors, LLC | Florence | Fewer than 5 | $11.2 million | $460.5 million | adviserinfo.sec.gov |
| Harbour Wealth Management Group, Inc. | Daniel Island | 4 | $9.8 million | $266.2 million | adviserinfo.sec.gov |
| Coastal Wealth Advisors, LLC | Johns Island | Fewer than 5 | $9.1 million | $106.6 million | adviserinfo.sec.gov |
| William B. Walkup & Associates, Inc. | Columbia | 1 | $8.5 million | $178.3 million | adviserinfo.sec.gov |
| Copperleaf Capital, LLC | Clover | 10 | $7 million | $281.6 million | adviserinfo.sec.gov |
| Carolina Wealth Advisors | Myrtle Beach | 9 | $6.7 million | $313.4 million | adviserinfo.sec.gov |
| Norris Financial Group, LLC | Greenville | 6 | $6.6 million | $353 million | adviserinfo.sec.gov |
| Hardin Capital Partners, LLC | Greenville | 16 | $6.1 million | $447.8 million | adviserinfo.sec.gov |
| Bna Wealth | Rock Hill | 6 | $5.6 million | $619.8 million | adviserinfo.sec.gov |
| J. Freeman & Associates | Greenville | 5 | $5 million | $175 million | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | 4 | $4.6 million | $206.5 million | adviserinfo.sec.gov |
| Bca Private Wealth, Inc. | Greenville | Fewer than 5 | $4.5 million | $317.3 million | adviserinfo.sec.gov |
| Core Advisory Group | Rock Hill | 16 | $3.1 million | $338.4 million | adviserinfo.sec.gov |
| Allison Investment Management, LLC | Columbia | Fewer than 5 | $3 million | $170.4 million | adviserinfo.sec.gov |
| Family Legacy, Inc. | Greenville | 5 | $2.8 million | $377.3 million | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | 2 | $2.5 million | $395.8 million | adviserinfo.sec.gov |
| Metis Wealth Management & Planning LLC | Bluffton | 3 | $2.4 million | $114.9 million | adviserinfo.sec.gov |
| Modern Capital Management, Co. | Mt Pleasant | 8 | $2 million | $90.7 million | adviserinfo.sec.gov |
| Charleston Financial Advisors, LLC | Charleston | 1 | $1.9 million | $262.4 million | adviserinfo.sec.gov |
| Oak Street Advisors | Myrtle Beach | 2 | $534,278 | $126.2 million | adviserinfo.sec.gov |
| Concorde Financial Resources | York | 1 | $270,428 | $231 million | adviserinfo.sec.gov |
| Warren Capital Group | Charleston | 2 | $242,926 | $131 million | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | 2 | $142,119 | $1.45 billion | adviserinfo.sec.gov |
| Kinwell LLC | Charleston | Fewer than 5 | $129,310 | $214.7 million | adviserinfo.sec.gov |
| Abacus Planning Group, Inc. | Columbia | Fewer than 5 | $121,355 | $2.16 billion | adviserinfo.sec.gov |
| Keen Capital, LTD | Chapin | Fewer than 5 | $63,596 | $179.7 million | adviserinfo.sec.gov |
| Davinci Financial Designs | Columbia | 2 | $61,053 | $222.8 million | adviserinfo.sec.gov |
| HMS Financial Services, LLC | Columbia | 2 | $45,949 | $118.5 million | adviserinfo.sec.gov |
| Blue Granite Capital, LLC | Charleston | 2 | Not listed | $108.8 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.