National Retirement Planning Experts

National Coverage
Local Professionals

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 5 vetted financial advisors and 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-photo

Bradley Tunnell

Palmetto Wealth Planning

843-222-8964

advisor-photo

David Conley

Masters Financial Group

864-862-9269

advisor-photo

Adam Wiles

Global View, LLC

864-272-0818

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 $368,018,536,946 1688501 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
160665 $26,631,669,631 59 A Percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
PERMANENS CAPITAL L.P.
18 N. Adgers Wharf,
Charleston, SC, 29401
157476 $4,193,707,521 47 A Percentage of AUM, Fixed Fees, Performance Based
FORTIGENT, LLC
1055 Lpl Way,
Fort Mill, SC, 29715
138164 $3,451,348,607 922 A Percentage of AUM, Fixed Fees, Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED)
APOLLON WEALTH MANAGEMENT, LLC
835 Coleman Blvd, Suite 102
Mount Pleasant, SC, 29464
291902 $3,362,897,429 11192 A Percentage of AUM, Hourly charges, Fixed Fees
SOUTHSTATE ADVISORY, INC.
520 Gervais St,
Columbia, SC, 29201
153113 $3,116,698,205 384 A Percentage of AUM, Hourly charges, Fixed Fees
TANDEM INVESTMENT ADVISORS INC
145 King Street, Suite 400
Charleston, SC, 29401-2229
109392 $2,997,109,590 9078 A Percentage of AUM
PERFORMA LIMITED (US), LLC
701 East Bay Street, Suite 405
Charleston, SC, 29403
154232 $2,876,679,894 99 A Percentage of AUM
FINTRUST CAPITAL ADVISORS, LLC
124 Verdae Blvd., Suite 504
Greenville, SC, 29607
145460 $1,724,645,328 2083 A Percentage of AUM, Hourly charges, Fixed Fees
ABACUS PLANNING GROUP, INC.
2500 Devine Street,
Columbia, SC, 29205-2400
107994 $1,507,405,296 2539 A Percentage of AUM, Hourly charges, Fixed Fees
GROUND SWELL CAPITAL, LLC
105 West Huron Avenue,
Folly Beach, SC, 29439
159812 $1,379,700,437 1 Performance Based, Other (EXPENSE REIMBURSEMENT)
GREENWOOD CAPITAL ASSOCIATES, LLC
425 Main Street, Suite 100
Greenwood, SC, 29646-2741
115015 $1,364,808,572 682 A Percentage of AUM, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
FOSTER VICTOR WEALTH ADVISORS
10 Toy Street, Suite 200
Greenville, SC, 29601
283656 $1,243,196,000 4652 A Percentage of AUM, Fixed Fees
COLONIAL TRUST ADVISORS, INC.
233 South Pine Street,
Spartanburg, SC, 29302
110257 $1,193,168,142 1928 A Percentage of AUM, Fixed Fees
ANCHOR INVESTMENT MANAGEMENT
3205 Devine Street,
Columbia, SC, 29205
135296 $935,530,524 1857 A Percentage of AUM, Fixed Fees

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors