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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 5 vetted financial advisors and 821 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 24 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 | $404,176,194,148 | 1517995 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
| GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403 | 160665 | $20,529,469,368 | 50 | 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 | $4,470,172,010 | 44 | A percentage of AUM, Fixed fees, Performance Based |
| FORTIGENT, LLC 1055 Lpl Way, Fort Mill, SC, 29715 | 138164 | $3,819,282,313 | 925 | A percentage of AUM, Fixed fees, Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED) |
| SOUTHSTATE ADVISORY, INC. 520 Gervais St, Columbia, SC, 29201 | 153113 | $2,784,893,588 | 360 | A percentage of AUM, Hourly charges, Fixed fees |
| APOLLON WEALTH MANAGEMENT, LLC 835 Coleman Blvd, Suite 102 Mount Pleasant, SC, 29464 | 291902 | $2,580,046,213 | 6569 | A percentage of AUM, Hourly charges, Fixed fees |
| PERFORMA LIMITED (US), LLC 701 East Bay Street, Suite 405 Charleston, SC, 29403 | 154232 | $2,427,819,813 | 115 | A percentage of AUM |
| TANDEM INVESTMENT ADVISORS INC 145 King Street, Suite 400 Charleston, SC, 29401-2229 | 109392 | $2,033,104,604 | 4927 | A percentage of AUM |
| FINTRUST CAPITAL ADVISORS, LLC 124 Verdae Blvd., Suite 504 Greenville, SC, 29607 | 145460 | $1,789,338,946 | 1876 | A percentage of AUM, Hourly charges, Fixed fees |
| ABACUS PLANNING GROUP, INC. 2500 Devine Street, Columbia, SC, 29205-2400 | 107994 | $1,670,508,559 | 2445 | A percentage of AUM, Hourly charges, Fixed fees |
| GREENWOOD CAPITAL ASSOCIATES, LLC 425 Main Street, Suite 100 Greenwood, SC, 29646-2741 | 115015 | $1,549,045,197 | 1120 | A percentage of AUM, 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 | $1,448,000,000 | 1 | Performance Based, Other (EXPENSE REIMBURSEMENT) |
| COLONIAL TRUST ADVISORS, INC. 359 South Pine Street, Spartanburg, SC, 29302 | 110257 | $1,308,921,017 | 1803 | A percentage of AUM, Fixed fees |
| FOSTER VICTOR WEALTH ADVISORS 10 Toy Street, Suite 200 Greenville, SC, 29601 | 283656 | $1,117,952,000 | 3936 | A percentage of AUM, Fixed fees |
| ANCHOR INVESTMENT MANAGEMENT 3205 Devine Street, Columbia, SC, 29205 | 135296 | $1,087,635,156 | 1660 | A percentage of AUM, Fixed fees |
Additional Financial Advisors in South Carolina
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Aaron Neal Inquire with Aaron | 1002 Buck St, Conway, SC 29526 | 843-488-2192 |
| Brooks Crenshaw Inquire with Brooks | 320 East Main Street, Suite 410 Spartanburg, SC 29302 | 864-594-3460 |
| ASE Financial Advisory Group Inquire with ASE | 9 Buena Vista Way, Suite B Greenville, SC 29615 | 864-254-0032 |
| Alan Lyles Inquire with Alan | 320 East Main Street, Suite 410 Spartanburg, SC 29302 | 864-594-3445 |
| Bobbi Presper Inquire with Bobbi | 1320 Main St, Ste 800 Columbia, SC 29201 | 803-343-8856 |
| Ansel Bunch Inquire with Ansel | 1320 Main St, Ste 240 Columbia, SC 29201 | 803-255-7070 |
| Brad Tapscott Inquire with Brad | 259 Seven Farms Dr, Ste 200 Daniel Island, SC 29492 | 843-284-1237 |
| Ben A. Rast Inquire with Ben | 1320 Main St, Ste 800 Columbia, SC 29201 | 803-343-8990 |
| Drew Rowley Inquire with Drew | 1320 Main St, Ste 800 Columbia, SC 29201 | 803-343-8847 |
| Barry S Capps Inquire with Barry | 2411 N Oak St, Ste 305 Myrtle Beach, SC 29577 | 843-444-0306 |
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