Data / Investment advisers / Serving high net worth individuals / South Carolina
Investment advisers in South Carolina serving high net worth individuals: 93 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
93 SEC registered investment advisers with a main office in South Carolina report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $604 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 high net worth individuals, 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.
- 93Advisers
- $604 billionAUM from this client type
- 91Advisers over $100 million
- November 2, 2026File date
Advisers in South Carolina serving high net worth individuals
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 | 671,511 | $552.71 billion | $819.12 billion | adviserinfo.sec.gov |
| LPL Enterprise, LLC | Fort Mill | 22,822 | $12.70 billion | $24.94 billion | adviserinfo.sec.gov |
| Apollon Wealth Management, LLC | Mount Pleasant | 2,697 | $9.24 billion | $11.56 billion | adviserinfo.sec.gov |
| Permcap Investment Office | Charleston | 39 | $2.89 billion | $4.02 billion | adviserinfo.sec.gov |
| Foster Victor | Greenville | 734 | $2.33 billion | $2.64 billion | adviserinfo.sec.gov |
| Abacus Planning Group, Inc. | Columbia | 255 | $1.95 billion | $2.16 billion | adviserinfo.sec.gov |
| Colonial Trust Advisors, Inc. | Spartanburg | 356 | $1.31 billion | $1.85 billion | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | 429 | $1.14 billion | $1.45 billion | adviserinfo.sec.gov |
| The Fiduciary Alliance | Greenville | 2,388 | $1.13 billion | $2.53 billion | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | 239 | $1.09 billion | $1.52 billion | adviserinfo.sec.gov |
| CCM Investment Advisers, LLC | Columbia | 137 | $746.5 million | $1.55 billion | adviserinfo.sec.gov |
| Southstate Private Capital Management LLC | Columbia | 219 | $666.6 million | $4.96 billion | adviserinfo.sec.gov |
| MTM Investment Management, LLC | Spartanburg | 238 | $614.3 million | $678.1 million | adviserinfo.sec.gov |
| The Cavanaugh Group Inc | Kiawah Island | 24 | $469.4 million | $485.7 million | adviserinfo.sec.gov |
| Global View Investment Advisors, LLC | Greenville | 219 | $462.9 million | $553.8 million | adviserinfo.sec.gov |
| Burkett Financial Services, LLC | Rock Hill | 197 | $462.3 million | $572.6 million | adviserinfo.sec.gov |
| Wealth Management Advisors, LLC | Greenville | 205 | $446.5 million | $686.1 million | adviserinfo.sec.gov |
| Bna Wealth | Rock Hill | 388 | $441.5 million | $619.8 million | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | 117 | $440.9 million | $538.4 million | adviserinfo.sec.gov |
| Discipline Wealth Solutions, Inc. | Greenville | 246 | $425.7 million | $746.7 million | adviserinfo.sec.gov |
| Stokes Capital Advisors, LLC | Greenwood | 110 | $388.7 million | $499.4 million | adviserinfo.sec.gov |
| Websterrogers Financial Advisors, LLC | Florence | 73 | $346.2 million | $460.5 million | adviserinfo.sec.gov |
| Hardin Capital Partners, LLC | Greenville | 94 | $342.7 million | $447.8 million | adviserinfo.sec.gov |
| Jackson Financial Services, LLC | Mt. Pleasant | 174 | $338.9 million | $498.1 million | adviserinfo.sec.gov |
| Goepper Burkhardt LLC | Greenville | 141 | $333.5 million | $380.3 million | adviserinfo.sec.gov |
| Apricus Wealth LLC | Beaufort | 79 | $331.5 million | $335.7 million | adviserinfo.sec.gov |
| Objectivity Squared Wealth Management | Charleston | 55 | $329.2 million | $487.8 million | adviserinfo.sec.gov |
| Headland Capital | Mt. Pleasant | 116 | $323.1 million | $559.3 million | adviserinfo.sec.gov |
| Fusion Capital, LLC | Mt. Pleasant | 118 | $310.5 million | $492.3 million | adviserinfo.sec.gov |
| Ballast Rock Private Wealth | Charleston | 95 | $302.8 million | $405.7 million | adviserinfo.sec.gov |
| Hanover Advisors, Inc | Seneca | 82 | $296.9 million | $354.9 million | adviserinfo.sec.gov |
| Wealth Intelligently Navigated, LLC | Greer | 225 | $291 million | $532.9 million | adviserinfo.sec.gov |
| Hilton Head Financial Advisors, Inc. | Hilton Head | 39 | $288.3 million | $375.1 million | adviserinfo.sec.gov |
| Greenwood Capital Associates, LLC | Greenwood | 76 | $285.7 million | $1.77 billion | adviserinfo.sec.gov |
| Hobbs Group Advisors LLC | Columbia | 140 | $285.4 million | $584.4 million | adviserinfo.sec.gov |
| Dividend Assets Capital, LLC | Ridgeland | 49 | $274.1 million | $540.8 million | adviserinfo.sec.gov |
| JP Wealth Management, Inc. | Mt. Pleasant | 71 | $270.2 million | $274 million | adviserinfo.sec.gov |
| Nicholson Wealth Management Group | Charleston | 82 | $253.4 million | $322 million | adviserinfo.sec.gov |
| Norris Financial Group, LLC | Greenville | 78 | $252.3 million | $353 million | adviserinfo.sec.gov |
| Bca Private Wealth, Inc. | Greenville | 167 | $252.1 million | $317.3 million | adviserinfo.sec.gov |
| Oak Advisors, LLC | Bluffton | 69 | $246.8 million | $284.7 million | adviserinfo.sec.gov |
| Family Legacy, Inc. | Greenville | 64 | $241.1 million | $377.3 million | adviserinfo.sec.gov |
| Catawba River Capital | Lake Wylie | 118 | $240.3 million | $325.1 million | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | 107 | $226.5 million | $395.8 million | adviserinfo.sec.gov |
| Curran Financial Partners, LLC | Daniel Island | 115 | $222.1 million | $749.4 million | adviserinfo.sec.gov |
| Riverbend Wealth Management, LLC | Myrtle Beach | 71 | $220.5 million | $281 million | adviserinfo.sec.gov |
| Verity Investment Partners | Beaufort | 264 | $213.1 million | $1.40 billion | adviserinfo.sec.gov |
| Charleston Financial Advisors, LLC | Charleston | 88 | $210.8 million | $262.4 million | adviserinfo.sec.gov |
| Carroll Investors, Inc. | Mt Pleasant | 48 | $208.6 million | $221.4 million | adviserinfo.sec.gov |
| Carolina Wealth Advisors | Myrtle Beach | 128 | $207.2 million | $313.4 million | adviserinfo.sec.gov |
| Core Advisory Group | Rock Hill | 268 | $199.7 million | $338.4 million | adviserinfo.sec.gov |
| Harbour Wealth Management Group, Inc. | Daniel Island | 55 | $198.5 million | $266.2 million | adviserinfo.sec.gov |
| Copperleaf Capital, LLC | Clover | 98 | $183.5 million | $281.6 million | adviserinfo.sec.gov |
| Beers Kight Financial Advisors, LLC | Columbia | 100 | $179.4 million | $179.4 million | adviserinfo.sec.gov |
| Concorde Financial Resources | York | 74 | $170.5 million | $231 million | adviserinfo.sec.gov |
| Hilton Head Capital Partners, LLC | Hilton Head Island | 95 | $168.4 million | $409.5 million | adviserinfo.sec.gov |
| Magnolia Financial Planning Services, Inc. | Seneca | 88 | $160.3 million | $225.7 million | adviserinfo.sec.gov |
| Capasso Planning Partners LLC | Charleston | 60 | $158.8 million | $274.2 million | adviserinfo.sec.gov |
| Allison Investment Management, LLC | Columbia | 78 | $157.4 million | $170.4 million | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | 80 | $142.1 million | $239.1 million | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | 74 | $140.1 million | $206.5 million | adviserinfo.sec.gov |
| Keen Capital, LTD | Chapin | 48 | $136.3 million | $179.7 million | adviserinfo.sec.gov |
| The Bedminster Group | Bluffton | 59 | $133.9 million | $199 million | adviserinfo.sec.gov |
| Davinci Financial Designs | Columbia | 44 | $132.3 million | $222.8 million | adviserinfo.sec.gov |
| Coastline Complete Wealth LLC | Bluffton | 65 | $129.3 million | $213.6 million | adviserinfo.sec.gov |
| Van Der Noord Financial Advisors, Inc. | Greer | 58 | $123.6 million | $152 million | adviserinfo.sec.gov |
| Imprint Wealth LLC | Mount Pleasant | 35 | $119.4 million | $131.6 million | adviserinfo.sec.gov |
| Trunorth Advisors | Greenville | 63 | $115.4 million | $300.8 million | adviserinfo.sec.gov |
| Match Grade Advisors | Greenville | 73 | $109.4 million | $479.4 million | adviserinfo.sec.gov |
| Metis Wealth Management & Planning LLC | Bluffton | 31 | $101 million | $114.9 million | adviserinfo.sec.gov |
| Wallick Investments, LLC | Columbia | 53 | $100.5 million | $168.3 million | adviserinfo.sec.gov |
| Intentional | Fort Mill | 42 | $89.1 million | $175.8 million | adviserinfo.sec.gov |
| Blue Granite Capital, LLC | Charleston | 28 | $89.1 million | $108.8 million | adviserinfo.sec.gov |
| Runey & Associates Wealth Management | Mount Pleasant | 93 | $88.5 million | $104.8 million | adviserinfo.sec.gov |
| Anderson Griggs Investments | Rock Hill | 51 | $86.4 million | $133.6 million | adviserinfo.sec.gov |
| Oak Street Advisors | Myrtle Beach | 40 | $85.8 million | $126.2 million | adviserinfo.sec.gov |
| Tidal Creek Capital Advisors | Bluffton | 37 | $84 million | $126 million | adviserinfo.sec.gov |
| Tidehaven Wealth, LLC | Mount Pleasant | 48 | $81.4 million | $125 million | adviserinfo.sec.gov |
| J. Freeman & Associates | Greenville | 45 | $81 million | $175 million | adviserinfo.sec.gov |
| Coastal Wealth Advisors, LLC | Johns Island | 26 | $69.5 million | $106.6 million | adviserinfo.sec.gov |
| William B. Walkup & Associates, Inc. | Columbia | 18 | $66.5 million | $178.3 million | adviserinfo.sec.gov |
| Dba Big Money Retirement and Big Retirement | Greenville | 78 | $61.4 million | $147.1 million | adviserinfo.sec.gov |
| Oceanside Advisors LLC | Mount Pleasant | 170 | $55.3 million | $191.3 million | adviserinfo.sec.gov |
| Kinwell LLC | Charleston | 34 | $54.5 million | $214.7 million | adviserinfo.sec.gov |
| Wildes Financial Strategies, Inc | Georgetown | 26 | $52.7 million | $138.3 million | adviserinfo.sec.gov |
| Warren Capital Group | Charleston | 67 | $51 million | $131 million | adviserinfo.sec.gov |
| HMS Financial Services, LLC | Columbia | 71 | $44.4 million | $118.5 million | adviserinfo.sec.gov |
| Victoria Capital Management, Inc. | Charleston | 24 | $42.8 million | $305.5 million | adviserinfo.sec.gov |
| Generouswealth, LLC | Summerville | 38 | $38.6 million | $110.4 million | adviserinfo.sec.gov |
| Advisor.Com | Charleston | 23 | $35 million | $126.8 million | adviserinfo.sec.gov |
| Novus Advisors | Greenville | 17 | $28.1 million | $91.3 million | adviserinfo.sec.gov |
| Primetrust Advisors LLC | Greenville | 3 | $8.9 million | $421.6 million | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | 3 | $4.9 million | $97.5 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.