Data / Investment advisers / Serving individuals / South Carolina
Investment advisers in South Carolina serving individuals: 94 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
94 SEC registered investment advisers with a main office in South Carolina report individuals among their clients in Form ADV item 5.D, and together they attribute $259 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 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.
- 94Advisers
- $259 billionAUM from this client type
- 90Advisers over $100 million
- November 2, 2026File date
Advisers in South Carolina serving 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 | 1,291,397 | $231.45 billion | $819.12 billion | adviserinfo.sec.gov |
| LPL Enterprise, LLC | Fort Mill | 79,249 | $11.78 billion | $24.94 billion | adviserinfo.sec.gov |
| Tandem Investment Advisors Inc | Charleston | 10,230 | $3.25 billion | $3.45 billion | adviserinfo.sec.gov |
| Apollon Wealth Management, LLC | Mount Pleasant | 5,613 | $1.91 billion | $11.56 billion | adviserinfo.sec.gov |
| The Fiduciary Alliance | Greenville | 6,356 | $1.22 billion | $2.53 billion | adviserinfo.sec.gov |
| Verity Investment Partners | Beaufort | 195 | $1.09 billion | $1.40 billion | adviserinfo.sec.gov |
| Greenwood Capital Associates, LLC | Greenwood | 584 | $730.7 million | $1.77 billion | adviserinfo.sec.gov |
| Curran Financial Partners, LLC | Daniel Island | 1,199 | $428.5 million | $749.4 million | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | 827 | $310.4 million | $1.45 billion | adviserinfo.sec.gov |
| Discipline Wealth Solutions, Inc. | Greenville | 1,673 | $287.4 million | $746.7 million | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | 524 | $280 million | $1.52 billion | adviserinfo.sec.gov |
| Colonial Trust Advisors, Inc. | Spartanburg | 539 | $279.7 million | $1.85 billion | adviserinfo.sec.gov |
| Foster Victor | Greenville | 904 | $274.9 million | $2.64 billion | adviserinfo.sec.gov |
| CCM Investment Advisers, LLC | Columbia | 736 | $257.3 million | $1.55 billion | adviserinfo.sec.gov |
| Wealth Intelligently Navigated, LLC | Greer | 173 | $223.8 million | $532.9 million | adviserinfo.sec.gov |
| Hilton Head Capital Partners, LLC | Hilton Head Island | 551 | $220.7 million | $409.5 million | adviserinfo.sec.gov |
| Headland Capital | Mt. Pleasant | 521 | $198.2 million | $559.3 million | adviserinfo.sec.gov |
| Dividend Assets Capital, LLC | Ridgeland | 333 | $193.7 million | $540.8 million | adviserinfo.sec.gov |
| Trunorth Advisors | Greenville | 1,044 | $185.5 million | $300.8 million | adviserinfo.sec.gov |
| Fusion Capital, LLC | Mt. Pleasant | 582 | $181.8 million | $492.3 million | adviserinfo.sec.gov |
| Bna Wealth | Rock Hill | 146 | $172.2 million | $619.8 million | adviserinfo.sec.gov |
| Southstate Private Capital Management LLC | Columbia | 346 | $172.1 million | $4.96 billion | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | 587 | $166.7 million | $395.8 million | adviserinfo.sec.gov |
| Jackson Financial Services, LLC | Mt. Pleasant | 377 | $156.9 million | $498.1 million | adviserinfo.sec.gov |
| Southeast Financial Advisors | Greenville | 303 | $132.3 million | $133 million | adviserinfo.sec.gov |
| Core Advisory Group | Rock Hill | 873 | $132.1 million | $338.4 million | adviserinfo.sec.gov |
| Oceanside Advisors LLC | Mount Pleasant | 70 | $127.9 million | $191.3 million | adviserinfo.sec.gov |
| Capasso Planning Partners LLC | Charleston | 280 | $100.9 million | $274.2 million | adviserinfo.sec.gov |
| Carolina Wealth Advisors | Myrtle Beach | 459 | $99.5 million | $313.4 million | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | 176 | $92.6 million | $538.4 million | adviserinfo.sec.gov |
| Advisor.Com | Charleston | 403 | $91.8 million | $126.8 million | adviserinfo.sec.gov |
| Burkett Financial Services, LLC | Rock Hill | 279 | $91.2 million | $572.6 million | adviserinfo.sec.gov |
| Global View Investment Advisors, LLC | Greenville | 366 | $90.9 million | $553.8 million | adviserinfo.sec.gov |
| Hardin Capital Partners, LLC | Greenville | 410 | $89.8 million | $447.8 million | adviserinfo.sec.gov |
| Objectivity Squared Wealth Management | Charleston | 126 | $87.9 million | $487.8 million | adviserinfo.sec.gov |
| Davinci Financial Designs | Columbia | 306 | $87.2 million | $222.8 million | adviserinfo.sec.gov |
| Dba Big Money Retirement and Big Retirement | Greenville | 784 | $84.7 million | $147.1 million | adviserinfo.sec.gov |
| Coastline Complete Wealth LLC | Bluffton | 121 | $84.3 million | $213.6 million | adviserinfo.sec.gov |
| Websterrogers Financial Advisors, LLC | Florence | 242 | $84.3 million | $460.5 million | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | 456 | $83 million | $239.1 million | adviserinfo.sec.gov |
| Ballast Rock Private Wealth | Charleston | 140 | $81.8 million | $405.7 million | adviserinfo.sec.gov |
| Intentional | Fort Mill | 353 | $79.4 million | $175.8 million | adviserinfo.sec.gov |
| Wildes Financial Strategies, Inc | Georgetown | 369 | $79 million | $138.3 million | adviserinfo.sec.gov |
| Copperleaf Capital, LLC | Clover | 199 | $78.4 million | $281.6 million | adviserinfo.sec.gov |
| Norris Financial Group, LLC | Greenville | 284 | $74.1 million | $353 million | adviserinfo.sec.gov |
| Generouswealth, LLC | Summerville | 267 | $71.7 million | $110.4 million | adviserinfo.sec.gov |
| Wealth Management Advisors, LLC | Greenville | 493 | $67.9 million | $686.1 million | adviserinfo.sec.gov |
| Match Grade Advisors | Greenville | 215 | $67.6 million | $479.4 million | adviserinfo.sec.gov |
| Stokes Capital Advisors, LLC | Greenwood | 167 | $65.8 million | $499.4 million | adviserinfo.sec.gov |
| The Bedminster Group | Bluffton | 130 | $63.7 million | $199 million | adviserinfo.sec.gov |
| Wallick Investments, LLC | Columbia | 244 | $63.4 million | $168.3 million | adviserinfo.sec.gov |
| Hobbs Group Advisors LLC | Columbia | 222 | $61.1 million | $584.4 million | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | 211 | $61 million | $206.5 million | adviserinfo.sec.gov |
| Bca Private Wealth, Inc. | Greenville | 216 | $60.5 million | $317.3 million | adviserinfo.sec.gov |
| J. Freeman & Associates | Greenville | 300 | $60 million | $175 million | adviserinfo.sec.gov |
| Hilton Head Financial Advisors, Inc. | Hilton Head | 133 | $58.3 million | $375.1 million | adviserinfo.sec.gov |
| Family Legacy, Inc. | Greenville | 176 | $57 million | $377.3 million | adviserinfo.sec.gov |
| Concorde Financial Resources | York | 157 | $56.1 million | $231 million | adviserinfo.sec.gov |
| Hanover Advisors, Inc | Seneca | 160 | $55.7 million | $354.9 million | adviserinfo.sec.gov |
| Magnolia Financial Planning Services, Inc. | Seneca | 188 | $49.1 million | $225.7 million | adviserinfo.sec.gov |
| Catawba River Capital | Lake Wylie | 139 | $45.8 million | $325.1 million | adviserinfo.sec.gov |
| Riverbend Wealth Management, LLC | Myrtle Beach | 110 | $45.3 million | $281 million | adviserinfo.sec.gov |
| Anderson Griggs Investments | Rock Hill | 115 | $44.8 million | $133.6 million | adviserinfo.sec.gov |
| Tidehaven Wealth, LLC | Mount Pleasant | 115 | $43.6 million | $125 million | adviserinfo.sec.gov |
| Nicholson Wealth Management Group | Charleston | 123 | $43.6 million | $322 million | adviserinfo.sec.gov |
| MTM Investment Management, LLC | Spartanburg | 176 | $43.3 million | $678.1 million | adviserinfo.sec.gov |
| Charleston Financial Advisors, LLC | Charleston | 108 | $43.2 million | $262.4 million | adviserinfo.sec.gov |
| Goepper Burkhardt LLC | Greenville | 102 | $42.4 million | $380.3 million | adviserinfo.sec.gov |
| Tidal Creek Capital Advisors | Bluffton | 140 | $40.5 million | $126 million | adviserinfo.sec.gov |
| Oak Street Advisors | Myrtle Beach | 115 | $39.2 million | $126.2 million | adviserinfo.sec.gov |
| Kinwell LLC | Charleston | 89 | $39.1 million | $214.7 million | adviserinfo.sec.gov |
| Oak Advisors, LLC | Bluffton | 94 | $37.5 million | $284.7 million | adviserinfo.sec.gov |
| Abacus Planning Group, Inc. | Columbia | 52 | $32.6 million | $2.16 billion | adviserinfo.sec.gov |
| Novus Advisors | Greenville | 250 | $31.3 million | $91.3 million | adviserinfo.sec.gov |
| Harbour Wealth Management Group, Inc. | Daniel Island | 67 | $25 million | $266.2 million | adviserinfo.sec.gov |
| Van Der Noord Financial Advisors, Inc. | Greer | 68 | $24.9 million | $152 million | adviserinfo.sec.gov |
| Coastal Wealth Advisors, LLC | Johns Island | 84 | $24.5 million | $106.6 million | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | 114 | $19.7 million | $97.5 million | adviserinfo.sec.gov |
| HMS Financial Services, LLC | Columbia | 123 | $17.1 million | $118.5 million | adviserinfo.sec.gov |
| Warren Capital Group | Charleston | 114 | $17.1 million | $131 million | adviserinfo.sec.gov |
| Runey & Associates Wealth Management | Mount Pleasant | 72 | $16.3 million | $104.8 million | adviserinfo.sec.gov |
| William B. Walkup & Associates, Inc. | Columbia | 33 | $13.9 million | $178.3 million | adviserinfo.sec.gov |
| Carroll Investors, Inc. | Mt Pleasant | 40 | $12.9 million | $221.4 million | adviserinfo.sec.gov |
| Imprint Wealth LLC | Mount Pleasant | 41 | $11.5 million | $131.6 million | adviserinfo.sec.gov |
| Metis Wealth Management & Planning LLC | Bluffton | 430 | $11.5 million | $114.9 million | adviserinfo.sec.gov |
| Keen Capital, LTD | Chapin | 48 | $10.3 million | $179.7 million | adviserinfo.sec.gov |
| The Cavanaugh Group Inc | Kiawah Island | 20 | $6.8 million | $485.7 million | adviserinfo.sec.gov |
| Allison Investment Management, LLC | Columbia | 22 | $6.6 million | $170.4 million | adviserinfo.sec.gov |
| Primetrust Advisors LLC | Greenville | 23 | $6.3 million | $421.6 million | adviserinfo.sec.gov |
| Apricus Wealth LLC | Beaufort | 21 | $4.2 million | $335.7 million | adviserinfo.sec.gov |
| Modern Capital Management, Co. | Mt Pleasant | Fewer than 5 | $3.3 million | $90.7 million | adviserinfo.sec.gov |
| Victoria Capital Management, Inc. | Charleston | 11 | $2.9 million | $305.5 million | adviserinfo.sec.gov |
| Blue Granite Capital, LLC | Charleston | 6 | $990,447 | $108.8 million | adviserinfo.sec.gov |
| Matty AI Inc. | Greenville | 135 | $39,330 | $39,330 | 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.