IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, South Carolina

Wealth firms with the fastest client growth over one year, including broker-dealer firms in South Carolina

As of October 2, 2026, Intentional ranked #1 in South Carolina in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 135.3%, from a base of 170.

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

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Intentional Fort Mill 135.3% 170
2 Hilton Head Capital Partners, LLC Hilton Head Island 78.0% 377
3 Apollon Financial, LLC Mount Pleasant 52.1% 833
4 Discipline Wealth Solutions, Inc. Greenville 47.8% 1,317
5 Goepper Burkhardt LLC Greenville 36.9% 179
6 The Fiduciary Alliance Greenville 34.6% 6,662
7 Wallick Investments, LLC Columbia 31.6% 231
8 LPL Enterprise, LLC Broker-dealer affiliated Fort Mill 30.1% 88,168
9 Apollon Wealth Management, LLC Mount Pleasant 23.2% 6,970
10 LPL Financial LLC Broker-dealer affiliated Fort Mill 18.3% 1,857,050
11 Catawba River Capital Lake Wylie 18.0% 233
12 Riverbend Wealth Management, LLC Myrtle Beach 15.3% 163
13 CCM Investment Advisers, LLC Columbia 14.9% 797
14 Bna Wealth Rock Hill 14.6% 473
15 Verity Investment Partners Beaufort 13.0% 440
16 Gunderson Capital Management Mount Pleasant 12.4% 619
17 Carolina Wealth Advisors Myrtle Beach 12.2% 531
18 Oceanside Advisors LLC Mount Pleasant 10.7% 233
19 Objectivity Squared Wealth Management Charleston 10.4% 164
20 Magnolia Financial Planning Services, Inc. Seneca 10.3% 252
21 Wildes Financial Strategies, Inc Georgetown 9.3% 386
22 Bca Private Wealth, Inc. Greenville 9.1% 351
23 Hardin Capital Partners, LLC Greenville 9.0% 477
24 Cornerstone Alternatives Greenville 7.9% 380
25 Greenwood Capital Associates, LLC Broker-dealer affiliated Greenwood 7.8% 709
26 Ballast Rock Private Wealth Charleston 7.7% 233
27 Websterrogers Financial Advisors, LLC Florence 7.2% 307
28 Harbour Wealth Management Group, Inc. Daniel Island 7.0% 128
29 Abacus Planning Group, Inc. Columbia 7.0% 315
30 Trunorth Advisors Greenville 6.6% 1,038
31 Burkett Financial Services, LLC Rock Hill 6.5% 447
32 Hobbs Group Advisors LLC Columbia 6.4% 450
33 Anchor Investment Management Columbia 6.2% 776
34 Foster Victor Greenville 5.1% 1,650
35 Core Advisory Group Rock Hill 5.0% 1,121
36 Anderson Griggs Investments Rock Hill 4.3% 163
37 Fusion Capital, LLC Mount Pleasant 3.9% 674
38 Family Legacy, Inc. Greenville 3.6% 251
39 Curran Financial Partners, LLC Daniel Island 3.2% 1,274
40 Colonial Trust Advisors, Inc. Spartanburg 2.5% 936
41 Saos Capital, LLC Mount Pleasant 2.4% 548
42 Keen Capital, Ltd Chapin 1.8% 111
43 Matty AI Inc. Greenville 1.5% 133
44 Nicholson Wealth Management Group Charleston 1.5% 202
45 Alere Planning LLC Isle of Palms 1.5% 204
46 Charleston Financial Advisors, LLC Charleston 1.4% 215
47 Stokes Capital Advisors, LLC Greenwood 1.0% 286
48 360 Financial Partners, LLC Broker-dealer affiliated Mount Pleasant 0.7% 293
49 Hilton Head Financial Advisors, Inc. Hilton Head 0.6% 173
50 Warren Capital Group Charleston 0.5% 187
51 Copperleaf Capital, LLC Clover 0.0% 314
51 Concorde Financial Resources York 0.0% 235
51 Jackson Financial Services, LLC Mount Pleasant 0.0% 557
51 Van Der Noord Financial Advisors, Inc. Greer 0.0% 126
51 Beers Kight Financial Advisors, LLC Columbia 0.0% 200
56 Global View Investment Advisors, LLC Greenville -0.2% 586
57 Morris Financial Concepts, Inc. Mount Pleasant -0.7% 296
58 Fee-Only Financial Planning, L.C. Okatie -0.7% 142
59 MTM Investment Management, LLC Spartanburg -2.1% 433
60 Wealth Management Advisors, LLC Greenville -2.9% 761
61 Dividend Assets Capital, LLC Ridgeland -5.4% 424
62 HMS Financial Services, LLC Columbia -7.7% 247
63 The Bedminster Group Bluffton -13.2% 220
64 Oak Advisors, LLC Bluffton -16.8% 196
65 Norris Financial Group, LLC Greenville -25.1% 538
66 Novus Advisors Greenville -27.6% 369
67 Advisor.com Charleston -28.3% 594
68 Hanover Advisors, Inc Seneca -35.0% 377
69 Capasso Planning Partners LLC Charleston -47.0% 722
70 Davinci Financial Designs Columbia -48.5% 686
71 Headland Capital Mount Pleasant -49.8% 1,307

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

More rankings

Client growth 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.