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AdvisorIQ

Ranking, South Carolina

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in South Carolina

As of October 2, 2026, LPL Financial LLC ranked #1 in South Carolina in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $200.2 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Rank Firm City Increase
1 LPL Financial LLC Broker-dealer affiliated Fort Mill $200.2 billion
2 LPL Enterprise, LLC Broker-dealer affiliated Fort Mill $6.1 billion
3 Apollon Wealth Management, LLC Mount Pleasant $3.8 billion
4 The Fiduciary Alliance Greenville $604.3 million
5 Apollon Financial, LLC Mount Pleasant $556.6 million
6 Foster Victor Greenville $491.6 million
7 Discipline Wealth Solutions, Inc. Greenville $430.4 million
8 Abacus Planning Group, Inc. Columbia $256.8 million
9 CCM Investment Advisers, LLC Columbia $231.5 million
10 Verity Investment Partners Beaufort $193.7 million
11 Colonial Trust Advisors, Inc. Spartanburg $183.2 million
12 Ballast Rock Private Wealth Charleston $167.5 million
13 Anchor Investment Management Columbia $157.4 million
14 Curran Financial Partners, LLC Daniel Island $156.5 million
15 Headland Capital Mount Pleasant $156.3 million
16 Hilton Head Capital Partners, LLC Hilton Head Island $155.7 million
17 Wealth Management Advisors, LLC Greenville $123.4 million
18 Bna Wealth Rock Hill $115.7 million
19 Trunorth Advisors Greenville $112.1 million
20 Hobbs Group Advisors LLC Columbia $105.3 million
21 Norris Financial Group, LLC Greenville $101.4 million
22 Greenwood Capital Associates, LLC Broker-dealer affiliated Greenwood $97.1 million
23 Websterrogers Financial Advisors, LLC Florence $88.7 million
24 Fusion Capital, LLC Mount Pleasant $86.9 million
25 Objectivity Squared Wealth Management Charleston $86.6 million
26 Burkett Financial Services, LLC Rock Hill $81.8 million
27 Gunderson Capital Management Mount Pleasant $80.5 million
28 Advisor.com Charleston $75.5 million
29 Hardin Capital Partners, LLC Greenville $75.1 million
30 Harbour Wealth Management Group, Inc. Daniel Island $74.9 million
31 Global View Investment Advisors, LLC Greenville $73.4 million
32 Morris Financial Concepts, Inc. Mount Pleasant $69.3 million
33 Apricus Wealth LLC Beaufort $63.2 million
34 Catawba River Capital Lake Wylie $62.7 million
35 MTM Investment Management, LLC Spartanburg $56.8 million
36 Wallick Investments, LLC Columbia $55.9 million
37 Bca Private Wealth, Inc. Greenville $55.0 million
38 Goepper Burkhardt LLC Greenville $54.6 million
39 Riverbend Wealth Management, LLC Myrtle Beach $48.0 million
40 360 Financial Partners, LLC Broker-dealer affiliated Mount Pleasant $47.3 million
41 Family Legacy, Inc. Greenville $45.5 million
42 Oak Advisors, LLC Bluffton $42.9 million
43 Core Advisory Group Rock Hill $41.6 million
44 Fee-Only Financial Planning, L.C. Okatie $34.2 million
45 Magnolia Financial Planning Services, Inc. Seneca $34.1 million
46 Allison Investment Management, LLC Columbia $32.2 million
47 The Cavanaugh Group Inc Kiawah Island $32.2 million
48 Copperleaf Capital, LLC Clover $32.0 million
49 Oceanside Advisors LLC Mount Pleasant $31.7 million
50 Saos Capital, LLC Mount Pleasant $31.4 million
51 Nicholson Wealth Management Group Charleston $30.7 million
52 Stokes Capital Advisors, LLC Greenwood $29.8 million
53 Charleston Financial Advisors, LLC Charleston $28.9 million
54 Intentional Fort Mill $27.6 million
55 D C Voss & Company, LLC Hilton Head Islland $27.4 million
56 Davinci Financial Designs Columbia $24.5 million
57 Imprint Wealth LLC Mount Pleasant $24.4 million
58 Alere Planning LLC Isle of Palms $23.9 million
59 Hanover Advisors, Inc Seneca $22.2 million
60 Jackson Financial Services, LLC Mount Pleasant $22.2 million
61 JP Wealth Management, Inc. Mount Pleasant $21.6 million
62 Wildes Financial Strategies, Inc Georgetown $21.0 million
63 Concorde Financial Resources York $19.8 million
64 Keen Capital, Ltd Chapin $18.4 million
65 Van Der Noord Financial Advisors, Inc. Greer $18.2 million
66 The Bedminster Group Bluffton $17.2 million
67 Hilton Head Financial Advisors, Inc. Hilton Head $16.4 million
68 Carolina Wealth Advisors Myrtle Beach $15.7 million
69 Anderson Griggs Investments Rock Hill $13.3 million
70 Carroll Investors, Inc. Mount Pleasant $8.1 million
71 Metis Wealth Management & Planning LLC Bluffton $7.2 million
72 Warren Capital Group Charleston $6.2 million
73 HMS Financial Services, LLC Columbia $625,145
74 Matty AI Inc. Greenville $2,748

74 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.