Top RIA Firms in South Carolina (2026)
40 SEC-registered investment advisory firms headquartered in South Carolina — a combined $943.7B in assets under management, led by Lpl Financial LLC in Fort Mill. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
Lpl Financial LLC
Fort Mill
AUM $819.1B · 2,850,994 accounts
Greystar Investment Group, LLC
Charleston
AUM $36.5B · 70 accounts
Lpl Enterprise, LLC
Fort Mill
AUM $24.9B · 139,192 accounts
Apollon Wealth Management, LLC
Mount Pleasant
AUM $11.6B · 24,984 accounts
Southstate Private Capital Management LLC
Columbia
AUM $5B · 1,583 accounts
Performa Limited (US), LLC
Charleston
AUM $4.5B · 168 accounts
Permcap Investment Office
Charleston
AUM $4B · 65 accounts
Southstate Advisory, Inc.
Columbia
AUM $3.8B · 441 accounts
Tandem Investment Advisors Inc
Charleston
AUM $3.5B · 10,432 accounts
Foster Victor
Greenville
AUM $2.6B · 6,830 accounts
The Fiduciary Alliance
Greenville
AUM $2.5B · 9,155 accounts
Abacus Planning Group, Inc.
Columbia
AUM $2.2B · 2,854 accounts
Colonial Trust Advisors, Inc.
Spartanburg
AUM $1.9B · 2,093 accounts
Greenwood Capital Associates, LLC
Greenwood
AUM $1.8B · 731 accounts
Ccm Investment Advisers, LLC
Columbia
AUM $1.5B · 1,235 accounts
Anchor Investment Management
Columbia
AUM $1.5B · 2,159 accounts
Apollon Financial, LLC
Mount Pleasant
AUM $1.4B · 2,819 accounts
Verity Investment Partners
Beaufort
AUM $1.4B · 1,101 accounts
Liberty Hall Capital Partners, L.P.
Charleston
AUM $1.1B · 6 accounts
Volofin Capital Management
Daniel Island
AUM $1B · 2 accounts
Ground Swell Capital, LLC
Folly Beach
AUM $949M · 2 accounts
Curran Financial Partners, LLC
Daniel Island
AUM $749M · 1,274 accounts
Discipline Wealth Solutions, Inc.
Greenville
AUM $747M · 1,900 accounts
Wealth Management Advisors, LLC
Greenville
AUM $686M · 1,268 accounts
Global Frontier Investments, LLC
Charleston
AUM $682M · 4 accounts
Mtm Investment Management, LLC
Spartanburg
AUM $678M · 1,033 accounts
Bna Wealth
Rock Hill
AUM $620M · 542 accounts
Hobbs Group Advisors LLC
Columbia
AUM $584M · 1,329 accounts
Burkett Financial Services, LLC
Rock Hill
AUM $573M · 1,525 accounts
Headland Capital
Mt. Pleasant
AUM $559M · 2,281 accounts
Global View Investment Advisors, LLC
Greenville
AUM $554M · 1,656 accounts
Dividend Assets Capital, LLC
Ridgeland
AUM $541M · 595 accounts
Morris Financial Concepts, Inc.
Mount Pleasant
AUM $538M · 938 accounts
Stokes Capital Advisors, LLC
Greenwood
AUM $499M · 750 accounts
Jackson Financial Services, LLC
Mt. Pleasant
AUM $498M · 958 accounts
Fusion Capital, LLC
Mt. Pleasant
AUM $492M · 1,804 accounts
Objectivity Squared Wealth Management
Charleston
AUM $488M · 1,003 accounts
The Cavanaugh Group Inc
Kiawah Island
AUM $486M · 46 accounts
Match Grade Advisors
Greenville
AUM $479M · 372 accounts
Websterrogers Financial Advisors, LLC
Florence
AUM $461M · 810 accounts
How many RIA firms are in this South Carolina directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in South Carolina, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in South Carolina?
By regulatory assets under management, the largest firm in this South Carolina directory is Lpl Financial LLC, headquartered in Fort Mill, with approximately $819.1B in AUM.
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