SEC-registered financial advisors in South Carolina
This page lists 96 advisory firms with a main office in South Carolina that are registered with the SEC and report individual clients. It is not every advisor in South Carolina. Firms registered with South Carolina's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in South Carolina
Showing 24 of 96
- 360 Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Abacus Planning Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Advisor.com$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Allison Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Anchor Investment Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Anderson Griggs Investments$100M to $500MSEC recordPercentage of assets
- Apollon Financial, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Apollon Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Apricus Wealth LLC$100M to $500MSEC recordPercentage of assets
- Ballast Rock Private Wealth$100M to $500MSEC recordPercentage of assetsCommissions
- Bca Private Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beers Kight Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Granite Capital, LLC$100M to $500MSEC recordPercentage of assets
- Bna Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Burkett Financial Services, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Capasso Planning Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Carolina Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Carroll Investors, Inc.$100M to $500MSEC recordPercentage of assets
- Catawba River Capital$100M to $500MSEC recordPercentage of assetsHourly
- CCM Investment Advisers, LLC$1B or moreSEC recordPercentage of assets
- Charleston Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Coastal Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Coastline Complete Wealth LLC$100M to $500MSEC recordPercentage of assetsHourly
- Colonial Trust Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Concorde Financial Resources$100M to $500MSEC recordPercentage of assets
- Copperleaf Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Core Advisory Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Curran Financial Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Davinci Financial Designs$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- dba Big Money Retirement and Big Retirement$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Discipline Wealth Solutions, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Dividend Assets Capital, LLC$500M to $1BSEC recordPercentage of assets
- Family Legacy, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Foster Victor$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fusion Capital, LLC$100M to $500MSEC recordPercentage of assets
- Generouswealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Global View Investment Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Goepper Burkhardt LLC$100M to $500MSEC recordPercentage of assets
- Greenwood Capital Associates, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Gunderson Capital Management$100M to $500MSEC recordPercentage of assets
- Hanover Advisors, Inc$100M to $500MSEC recordPercentage of assetsOther
- Harbour Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hardin Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Headland Capital$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hilton Head Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hilton Head Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- HMS Financial Services, LLC$100M to $500MSEC recordPercentage of assets
- Hobbs Group Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Imprint Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Intentional$100M to $500MSEC recordPercentage of assetsHourly
- J. Freeman & Associates$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Jackson Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- JP Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Keen Capital, Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kinwell LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- LPL Enterprise, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- LPL Financial LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Magnolia Financial Planning Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Match Grade Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Matty AI Inc.Under $25MSEC recordOther
- Metis Wealth Management & Planning LLC$100M to $500MSEC recordPercentage of assetsHourly
- Modern Capital Management, Co.$25M to $100MSEC recordPercentage of assets
- Morris Financial Concepts, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- MTM Investment Management, LLC$500M to $1BSEC recordPercentage of assets
- Nicholson Wealth Management Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Norris Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Novus Advisors$25M to $100MSEC recordPercentage of assets
- Oak Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oak Street Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Objectivity Squared Wealth Management$100M to $500MSEC recordPercentage of assets
- Oceanside Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Permcap Investment Office$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Primetrust Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Riverbend Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Runey & Associates Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Saos Capital, LLC$100M to $500MSEC recordPercentage of assets
- Southeast Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Southstate Private Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Stokes Capital Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Tandem Investment Advisors Inc$1B or moreSEC recordPercentage of assets
- Taverik Capital, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- The Bedminster Group$100M to $500MSEC recordPercentage of assetsHourly
- The Cavanaugh Group Inc$100M to $500MSEC recordPercentage of assets
- The Fiduciary Alliance$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Tidal Creek Capital Advisors$100M to $500MSEC recordPercentage of assets
- Tidehaven Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trunorth Advisors$100M to $500MSEC recordPercentage of assets
- Van Der Noord Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Verity Investment Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Victoria Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Wallick Investments, LLC$100M to $500MSEC recordPercentage of assetsOther
- Warren Capital Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wealth Management Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Websterrogers Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Wildes Financial Strategies, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- William B. Walkup & Associates, Inc.$100M to $500MSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.