Top 10 financial advisors in South Carolina
We've curated a list of the best financial advisors in South Carolina, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,046,518,269 Number of advisors 117 advisors | |||
| 2 | Assets under management $2,863,889,763 Number of advisors 9 advisors | |||
| 3 | Assets under management $1,364,808,572 Number of advisors 20 advisors | |||
| 4 | Assets under management $1,319,987,823 Number of advisors 44 advisors | |||
| 5 | Assets under management $980,735,000 Number of advisors 30 advisors | |||
| 6 | Assets under management $832,730,421 Number of advisors 13 advisors | |||
| 7 | Assets under management $401,564,118 Number of advisors 11 advisors | |||
| 8 | Assets under management $381,931,890 Number of advisors 5 advisors | |||
| 9 | Assets under management $379,471,671 Number of advisors 8 advisors | |||
| 10 | Assets under management $368,310,676 Number of advisors 8 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in South Carolina, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Apollon Wealth Management, LLC
Apollon Wealth Management, LLC is a financial advisory firm based in Mount Pleasant, South Carolina. It currently has approximately $3,046,518,269 of assets under management and employs about 117 people. Apollon Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$3,046,518,269 under management
117 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Tandem Investment Advisors Inc
Tandem Investment Advisors, Inc. is an SEC registered investment adviser founded in Charlottesville, Virginia in 1990 by John B. Carew. The firm specializes in providing portfolio management services on a discretionary basis to various clients, including individuals, retirement plans, trusts, corporations, and more. Tandem primarily manages equity portfolios, offering strategies such as Large Cap Core, Equity, and Mid Cap Core. The firm's investment process focuses on identifying companies with consistent growth in earnings, revenues, and cash flow, as well as unique competitive advantages. Clients can hire Tandem directly or indirectly through independent financial advisors or wrap programs. The minimum account size for direct clients is $500,000, while for indirect clients it is $100,000. Tandem charges fees based on a percentage of assets under management, typically 1.00% annually for the first $2 million. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Tandem does not provide financial planning services but focuses on managing client assets according to selected investment strategies. The firm's investment professionals hold professional designations such as CFA® (Chartered Financial Analyst) and CMT® (Chartered Market Technician), demonstrating their expertise in investment analysis and decision-making. Tandem's investment philosophy emphasizes low volatility equity management and a disciplined approach to security selection and portfolio management. For more information, visit www.tandemadvisors.com.
$2,863,889,763 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Greenwood Capital Associates, LLC
Greenwood Capital Associates, LLC is a financial advisory firm based in Greenwood, South Carolina. It currently has approximately $1,364,808,572 of assets under management and employs about 20 people. Greenwood Capital Associates, LLC uses a fee structure of a percentage of assets under your management and % of aum for retirement ed/cons/inv mgmt, ref fees, rev share,.
$1,364,808,572 under management
20 advisors
Fee structure
A percentage of assets under your management
% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Consulting
Fintrust Capital Advisors, LLC
Fintrust Capital Advisors, LLC is a financial advisory firm based in Greenville, South Carolina. It currently has approximately $1,319,987,823 of assets under management and employs about 44 people. Fintrust Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,319,987,823 under management
44 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors, LLC, a registered investment adviser established in 2016, offers financial planning, consulting, and investment management services. The firm manages assets totaling $1,243,196,000, with $980,735,000 under discretionary management. Clients have control over decisions and are not obligated to act on recommendations. Investment portfolios are diversified across various asset classes based on client goals and risk tolerance. The firm primarily allocates assets among mutual funds, ETFs, and individual securities. Clients may also invest in privately placed securities. Foster Victor Wealth Advisors charges fees based on assets under management, with rates varying depending on the investment type. The firm may recommend clients maintain accounts at Schwab for custody and brokerage services. Clients receive regular account reviews and statements, and the firm may exercise investment discretion and vote proxies on behalf of clients. The firm has not been involved in any material legal or disciplinary events. Clients are encouraged to review the firm's Proxy Voting Policies and Procedures for information on voting client securities. Foster Victor Wealth Advisors does not require a minimum portfolio value but has specific requirements for managing certain accounts. The firm does not disclose financial information as it meets all regulatory requirements. For more details, visit www.fostervictor.com.
$980,735,000 under management
30 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Verity Investment Partners
Verity Investment Partners, operating as Verity & Verity, LLC, is a registered investment adviser based in Beaufort, South Carolina, providing services since 2002. The firm offers discretionary investment management services tailored to clients' needs and objectives. Clients grant Verity Investment Partners discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. Additionally, the firm offers financial planning services covering various areas such as retirement planning, investment planning, and estate planning. Verity & Verity, LLC charges fees based on a percentage of assets under management, with an annual fee ranging from 0.50% to 1.00%. The minimum account size is generally $1 million, with a corresponding minimum annual fee of $10,000. The firm may accept accounts below the minimum asset requirement at its discretion. Verity Investment Partners does not accept performance-based fees or engage in side-by-side management. The firm's investment strategies include fundamental and technical analysis, long-term purchases, and dividend strategies. Verity Investment Partners does not vote proxies on behalf of clients but may assist in class action lawsuits through an unaffiliated service provider. The firm prioritizes information security and client privacy, ensuring the protection of personal and confidential information. Verity & Verity, LLC does not have any reportable disciplinary information and operates under a Code of Ethics to uphold professional standards and act in clients' best interests.
$832,730,421 under management
13 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Sub Adivsory Services To Other Investment Advisers
Wcm Global Wealth, LLC
Taverik Capital, LLC, formerly known as WCM Global Wealth, LLC, was established in February 2011 and is based in Greenville, South Carolina. The firm specializes in providing discretionary investment supervisory services and financial planning to sophisticated investors and institutional clients, managing assets through separately managed accounts and pooled investment vehicles. As of December 31, 2024, Taverik Capital had $106,831,968 in client assets under management, with $99,680,165 managed on a discretionary basis and $7,151,803 on a non-discretionary basis. The firm charges an annual management fee based on a tiered schedule, ranging from 2.00% to 1.00%, with negotiable fees at the discretion of the advisor. Additionally, Taverik Capital may charge performance-based fees of 20% for clients meeting specific criteria. The firm may engage in various investment strategies, including buy and hold, equity, fundamental value, growth, hedging, leverage, relative value, and short selling. Taverik Capital acts as a fiduciary and provides investment discretion to clients, with periodic reviews of client accounts conducted by the manager or designee. The firm may participate in soft-dollar arrangements for research and brokerage services and may engage in cross transactions and principal transactions with client consent. Taverik Capital generally does not vote proxies for separately managed accounts but does so for clients that are Funds, ensuring compliance with proxy voting policies and procedures. The firm has no financial conditions impairing its ability to fulfill commitments to clients and does not solicit prepayment of fees exceeding $1,200 six months in advance.
$401,564,118 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Video Newsletter Updates
Burkett Financial Services, LLC
Burkett Financial Services, LLC is an investment advisory firm established in 2000, offering financial planning, portfolio management, and consulting services. The firm manages assets on a discretionary basis, with a minimum portfolio value requirement of $500,000. Clients can opt for financial planning services covering various areas like estate planning, retirement planning, and investment portfolio design. The investment strategy primarily involves mutual funds, ETFs, and fixed income investments. The fee structure is based on a percentage of assets under management, ranging from 1.00% for the first $1,000,000 to 0.40% for amounts over $10,000,000. Fees are generally payable quarterly and may be debited directly from client accounts. The firm does not engage in performance-based fees or side-by-side management. Burkett Financial Services serves individuals, pension and profit-sharing plans, trusts, and estates, with a minimum portfolio value requirement of $500,000. The firm acts as a fiduciary when providing individual retirement advice, ensuring recommendations are in the client's best interest. The firm does not vote proxies related to securities held in client accounts. The firm's team includes Donald H. Burkett, Ronald H. Burkett, Phillip K. Smiley, Neil A. Brown, Lemuel H. Mitchum, and Jana B. Morrison, who bring diverse financial expertise and qualifications to the advisory services. The team is committed to providing comprehensive financial planning and investment management services to clients.
$381,931,890 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Wealth Management Advisors, LLC
Wealth Management Advisors, LLC, also known as Wagner Wealth Management, was established in 2014 and offers financial planning, portfolio management, retirement plan advice, and general consulting services. The firm works with individuals, trusts, businesses, and corporations, providing services such as direct management of client portfolios, a wrap fee program, financial planning, third party money manager accounts, and retirement planning for 3(31) and 3(38) plans. Clients can impose reasonable restrictions on their accounts, and the firm's investment strategy is primarily long-term focused. WMA does not have performance-based fees or side-by-side management. The firm serves various types of clients, with a minimum portfolio value of $250,000 for conventional investment advisory services. WMA has a detailed privacy policy in place to protect clients' nonpublic personal information and maintains confidentiality. Clients receive quarterly account statements from the qualified custodian, and the firm does not generally vote proxies related to securities held in client accounts. WMA does not disclose nonpublic personal information to non-affiliated third parties, except as permitted by law, and has safeguards in place to protect client information.
$379,471,671 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Global View Investment Advisors, LLC
Global View Investment Advisors, LLC, established in 2008, offers wealth management and consultation services to institutional and individual clients on a discretionary and non-discretionary basis. The firm's services include asset allocation review, mutual fund selection, retirement plan consulting, and more. Client investment objectives are determined based on risk tolerance and financial goals. Global View may utilize third-party money managers with full investment discretion. The firm's total assets managed as of December 31, 2024, were $466,062,859. For wealth management services, Global View charges a fee based on assets under management, not to exceed 2.0%, billed quarterly. The firm does not charge performance-based fees or engage in side-by-side management. Global View serves various types of clients, including individuals, families, and businesses, without a strict minimum account size requirement. The firm uses fundamental and technical analysis, employing an investment strategy focused on Margin of Safety investing. The firm's team includes Certified Financial Planners and experienced professionals dedicated to providing personalized financial planning services. Global View operates with a fiduciary duty, acting in the best interests of clients. The firm's fee structure, investment strategies, and disciplinary information are transparently disclosed in compliance with SEC regulations.
$368,310,676 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in South Carolina, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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