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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 South Carolina 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 & Planners in South Carolina

We at can help you solve your dilemma by narrowing down the top registered financial advisors in South Carolina that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in South Carolina. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in South Carolina


Bradley Tunnell

Tunnell Financial

1361 21st Ave. N.
Suite 107-B

Myrtle Beach, SC 29577



Adam Wiles

Global View, LLC

420 E Park Ave
Suite 303

Greenville, SC 29601



John Geilfuss

Edelman Financial Engines, LLC

4401 Leeds Avenue
Suite 225

North Charleston, SC 29405



Roy Janse

Goldfinch Wealth Management

325 Rocky Slope Road, Suite 302

Greenville, SC 29607



Bland Burkhardt

Goepper Burkhardt

531 South Main Street
Suite 303

Greenville, SC 29601


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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Fortigent, Llc
1055 Lpl Way, Fort Mill, SC 29715
138164 $3,819,282,313 925 A percentage of AUM
Fixed fees
Southstate Advisory, Inc.
520 Gervais St, Columbia, SC 29201
153113 $2,784,893,588 360 A percentage of AUM
Fixed fees
Tandem Investment Advisors Inc
145 King Street, Suite 400 Charleston, SC 29401-2229
109392 $2,033,104,604 4927 A percentage of AUM
Ccm Investment Advisers, Llc
1201 Main Street Suite 1910, Columbia, SC 29201
105743 $1,050,837,497 801 A percentage of AUM
Hourly charges
Fixed fees
The Cavanaugh Group Inc
70 Fort Walker Drive, Hilton Head Island, SC 29928
105931 $610,035,252 123 A percentage of AUM
Hourly charges
Burkett Financial Services, Llc
128 East Main Street, Suite 101 Rock Hill, SC 29730
140168 $416,687,981 1355 A percentage of AUM
Fixed fees
Hanover Advisors, Inc
55 Beattie Place, Suite 205 Greenville, SC 29601
119655 $315,817,475 604 A percentage of AUM
Hourly charges
Family Asset Management, Llc
997 Morrison Drive, Suite 401, Charleston, SC 29403
129738 $307,936,673 175 A percentage of AUM
Hourly charges
Fixed fees
Jackson Financial Services, Llc
1311 Chuck Dawley Blvd., Suite 103 Mt. Pleasant, SC 29464
132252 $285,493,573 887 A percentage of AUM
Fixed fees
Fusion Capital, Llc
1459 Stuart Engals Blvd, Suite 301 Mt. Pleasant, SC 29464
154726 $282,443,331 1466 A percentage of AUM
Carolina Wealth Advisors
1110 London Street, Suite 204 Myrtle Beach, SC 29577
288837 $200,719,005 1031 A percentage of AUM
Je Wilson Advisors, Llc
2431 Devine Street, Columbia, SC 29205
110375 $139,875,774 236 A percentage of AUM
Fixed fees
Hms Financial Services, Llc
10 Calendar Court, Suite 200 Columbia, SC 29206
131569 $129,412,285 284 A percentage of AUM
Van Der Noord Financial Advisors, Inc.
The Village At Thornblade, 420 The Parkway, Suite G2 Greer, SC 29650
135556 $126,856,206 402 A percentage of AUM
Hourly charges
Fixed fees
Gunderson Capital Management
2072 Willbrook Lane, Mount Pleasant, SC 29466
140795 $0 0 A percentage of AUM
Subscription 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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