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Ranking, South Carolina

Independent RIAs with the biggest asset gains over one year in South Carolina

As of October 2, 2026, Apollon Wealth Management, LLC ranked #1 in South Carolina in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $3.8 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in South Carolina
Rank Firm City Increase
1 Apollon Wealth Management, LLC Mount Pleasant $3.8 billion
2 The Fiduciary Alliance Greenville $604.3 million
3 Apollon Financial, LLC Mount Pleasant $556.6 million
4 Foster Victor Greenville $491.6 million
5 Discipline Wealth Solutions, Inc. Greenville $430.4 million
6 Abacus Planning Group, Inc. Columbia $256.8 million
7 CCM Investment Advisers, LLC Columbia $231.5 million
8 Verity Investment Partners Beaufort $193.7 million
9 Colonial Trust Advisors, Inc. Spartanburg $183.2 million
10 Ballast Rock Private Wealth Charleston $167.5 million
11 Anchor Investment Management Columbia $157.4 million
12 Curran Financial Partners, LLC Daniel Island $156.5 million
13 Headland Capital Mount Pleasant $156.3 million
14 Hilton Head Capital Partners, LLC Hilton Head Island $155.7 million
15 Wealth Management Advisors, LLC Greenville $123.4 million
16 Bna Wealth Rock Hill $115.7 million
17 Trunorth Advisors Greenville $112.1 million
18 Hobbs Group Advisors LLC Columbia $105.3 million
19 Norris Financial Group, LLC Greenville $101.4 million
20 Websterrogers Financial Advisors, LLC Florence $88.7 million
21 Fusion Capital, LLC Mount Pleasant $86.9 million
22 Objectivity Squared Wealth Management Charleston $86.6 million
23 Burkett Financial Services, LLC Rock Hill $81.8 million
24 Gunderson Capital Management Mount Pleasant $80.5 million
25 Advisor.com Charleston $75.5 million
26 Hardin Capital Partners, LLC Greenville $75.1 million
27 Harbour Wealth Management Group, Inc. Daniel Island $74.9 million
28 Global View Investment Advisors, LLC Greenville $73.4 million
29 Morris Financial Concepts, Inc. Mount Pleasant $69.3 million
30 Apricus Wealth LLC Beaufort $63.2 million
31 Catawba River Capital Lake Wylie $62.7 million
32 MTM Investment Management, LLC Spartanburg $56.8 million
33 Wallick Investments, LLC Columbia $55.9 million
34 Bca Private Wealth, Inc. Greenville $55.0 million
35 Goepper Burkhardt LLC Greenville $54.6 million
36 Riverbend Wealth Management, LLC Myrtle Beach $48.0 million
37 Family Legacy, Inc. Greenville $45.5 million
38 Oak Advisors, LLC Bluffton $42.9 million
39 Core Advisory Group Rock Hill $41.6 million
40 Fee-Only Financial Planning, L.C. Okatie $34.2 million
41 Magnolia Financial Planning Services, Inc. Seneca $34.1 million
42 Allison Investment Management, LLC Columbia $32.2 million
43 The Cavanaugh Group Inc Kiawah Island $32.2 million
44 Copperleaf Capital, LLC Clover $32.0 million
45 Oceanside Advisors LLC Mount Pleasant $31.7 million
46 Saos Capital, LLC Mount Pleasant $31.4 million
47 Nicholson Wealth Management Group Charleston $30.7 million
48 Stokes Capital Advisors, LLC Greenwood $29.8 million
49 Charleston Financial Advisors, LLC Charleston $28.9 million
50 Intentional Fort Mill $27.6 million
51 D C Voss & Company, LLC Hilton Head Islland $27.4 million
52 Davinci Financial Designs Columbia $24.5 million
53 Imprint Wealth LLC Mount Pleasant $24.4 million
54 Alere Planning LLC Isle of Palms $23.9 million
55 Hanover Advisors, Inc Seneca $22.2 million
56 Jackson Financial Services, LLC Mount Pleasant $22.2 million
57 JP Wealth Management, Inc. Mount Pleasant $21.6 million
58 Wildes Financial Strategies, Inc Georgetown $21.0 million
59 Concorde Financial Resources York $19.8 million
60 Keen Capital, Ltd Chapin $18.4 million
61 Van Der Noord Financial Advisors, Inc. Greer $18.2 million
62 The Bedminster Group Bluffton $17.2 million
63 Hilton Head Financial Advisors, Inc. Hilton Head $16.4 million
64 Carolina Wealth Advisors Myrtle Beach $15.7 million
65 Anderson Griggs Investments Rock Hill $13.3 million
66 Carroll Investors, Inc. Mount Pleasant $8.1 million
67 Metis Wealth Management & Planning LLC Bluffton $7.2 million
68 Warren Capital Group Charleston $6.2 million
69 HMS Financial Services, LLC Columbia $625,145
70 Matty AI Inc. Greenville $2,748

70 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.