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Find The Best Financial Advisors in South Carolina

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in South Carolina

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in South Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 94 non-vetted financial advisors in South Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in South Carolina have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in South Carolina

advisor

Bradley Tunnell

Palmetto Wealth Planning

call843-222-8964

advisor

David Conley

Masters Financial Group

call864-862-9269

advisor

Adam Wiles

Global View Investment Management

call864-272-0818

Top Financial Advisor Firms in South Carolina (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
LPL FINANCIAL LLC
1055 Lpl Way,
Fort Mill, SC, 29715
6413 $463,475,486,343 1910545 A percentage of AUM, Hourly charges, Fixed fees, Commission Based
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
160665 $28,309,013,200 61 A percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
APOLLON WEALTH MANAGEMENT, LLC
111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
291902 $5,519,652,128 15301 A percentage of AUM, Hourly charges, Fixed fees
PERMCAP INVESTMENT OFFICE
18 N. Adgers Wharf,
Charleston, SC, 29401
157476 $4,462,882,442 42 A percentage of AUM, Fixed fees, Performance Based
SOUTHSTATE ADVISORY, INC.
520 Gervais St,
Columbia, SC, 29201
153113 $3,417,068,970 420 A percentage of AUM, Hourly charges, Fixed fees
PERFORMA LIMITED (US), LLC
1080 Morrison Drive, Suite 120
Charleston, SC, 29403
154232 $3,375,104,696 114 A percentage of AUM
TANDEM INVESTMENT ADVISORS INC
145 King Street, Suite 400
Charleston, SC, 29401-2229
109392 $3,239,657,732 9811 A percentage of AUM
FOSTER VICTOR WEALTH ADVISORS
10 Toy Street, Suite 200
Greenville, SC, 29601
283656 $2,014,684,499 5502 A percentage of AUM, Fixed fees
ABACUS PLANNING GROUP, INC.
2500 Devine Street,
Columbia, SC, 29205-2400
107994 $1,681,630,457 2566 A percentage of AUM, Hourly charges, Fixed fees
GREENWOOD CAPITAL ASSOCIATES, LLC
425 Main Street, Suite 100
Greenwood, SC, 29646-2741
115015 $1,495,477,486 714 A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
GROUND SWELL CAPITAL, LLC
105 West Huron Avenue,
Folly Beach, SC, 29439
159812 $1,456,875,045 1 Performance Based, Other (EXPENSE REIMBURSEMENT)
COLONIAL TRUST ADVISORS, INC.
233 South Pine Street,
Spartanburg, SC, 29302
110257 $1,399,678,109 1990 A percentage of AUM, Fixed fees
THE FIDUCIARY ALLIANCE
511 Rhett Street, Suite 2a,
Greenville, SC, 29601
284924 $1,227,969,964 16591 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
ANCHOR INVESTMENT MANAGEMENT
3205 Devine Street,
Columbia, SC, 29205
135296 $1,171,606,070 1922 A percentage of AUM, Fixed fees
CCM INVESTMENT ADVISERS, LLC
1201 Main Street Suite 1910,
Columbia, SC, 29201
105743 $1,093,282,659 906 A percentage of AUM, Fixed fees

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