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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 7 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 26 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
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Top Financial Advisor Firms in South Carolina (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 |
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