# Independent RIAs with the fastest client growth over one year in South Carolina

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/south-carolina/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: South Carolina
- firms_listed: 67
- rows: rank: 1, crd: 318570, firm: Intentional, city: Fort Mill, state: SC, value: 1.35294117647059, base_value: 170, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318570/; rank: 2, crd: 299375, firm: Hilton Head Capital Partners, LLC, city: Hilton Head Island, state: SC, value: 0.779840848806366, base_value: 377, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299375/; rank: 3, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, state: SC, value: 0.521008403361344, base_value: 833, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321217/; rank: 4, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, state: SC, value: 0.477600607441154, base_value: 1317, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315846/; rank: 5, crd: 127896, firm: Goepper Burkhardt LLC, city: Greenville, state: SC, value: 0.368715083798883, base_value: 179, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127896/; rank: 6, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, state: SC, value: 0.345541879315521, base_value: 6662, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284924/; rank: 7, crd: 162976, firm: Wallick Investments, LLC, city: Columbia, state: SC, value: 0.316017316017316, base_value: 231, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162976/; rank: 8, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 0.231850789096126, base_value: 6970, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 9, crd: 134217, firm: Catawba River Capital, city: Lake Wylie, state: SC, value: 0.180257510729614, base_value: 233, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134217/; rank: 10, crd: 302031, firm: Riverbend Wealth Management, LLC, city: Myrtle Beach, state: SC, value: 0.153374233128834, base_value: 163, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302031/; rank: 11, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, state: SC, value: 0.14930991217064, base_value: 797, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105743/; rank: 12, crd: 39326, firm: Bna Wealth, city: Rock Hill, state: SC, value: 0.145877378435518, base_value: 473, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/39326/; rank: 13, crd: 119630, firm: Verity Investment Partners, city: Beaufort, state: SC, value: 0.129545454545455, base_value: 440, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119630/; rank: 14, crd: 140795, firm: Gunderson Capital Management, city: Mount Pleasant, state: SC, value: 0.124394184168013, base_value: 619, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140795/; rank: 15, crd: 288837, firm: Carolina Wealth Advisors, city: Myrtle Beach, state: SC, value: 0.12241054613936, base_value: 531, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288837/; rank: 16, crd: 170307, firm: Oceanside Advisors LLC, city: Mount Pleasant, state: SC, value: 0.107296137339056, base_value: 233, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170307/; rank: 17, crd: 311052, firm: Objectivity Squared Wealth Management, city: Charleston, state: SC, value: 0.103658536585366, base_value: 164, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311052/; rank: 18, crd: 135759, firm: Magnolia Financial Planning Services, Inc., city: Seneca, state: SC, value: 0.103174603174603, base_value: 252, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135759/; rank: 19, crd: 289496, firm: Wildes Financial Strategies, Inc, city: Georgetown, state: SC, value: 0.0932642487046633, base_value: 386, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289496/; rank: 20, crd: 140913, firm: Bca Private Wealth, Inc., city: Greenville, state: SC, value: 0.0911680911680912, base_value: 351, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140913/; rank: 21, crd: 153023, firm: Hardin Capital Partners, LLC, city: Greenville, state: SC, value: 0.0901467505241089, base_value: 477, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153023/; rank: 22, crd: 330043, firm: Cornerstone Alternatives, city: Greenville, state: SC, value: 0.0789473684210527, base_value: 380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330043/; rank: 23, crd: 322064, firm: Ballast Rock Private Wealth, city: Charleston, state: SC, value: 0.0772532188841202, base_value: 233, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322064/; rank: 24, crd: 121006, firm: Websterrogers Financial Advisors, LLC, city: Florence, state: SC, value: 0.0716612377850163, base_value: 307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121006/; rank: 25, crd: 314496, firm: Harbour Wealth Management Group, Inc., city: Daniel Island, state: SC, value: 0.0703125, base_value: 128, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314496/; rank: 26, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, state: SC, value: 0.0698412698412698, base_value: 315, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107994/; rank: 27, crd: 304558, firm: Trunorth Advisors, city: Greenville, state: SC, value: 0.0664739884393064, base_value: 1038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304558/; rank: 28, crd: 140168, firm: Burkett Financial Services, LLC, city: Rock Hill, state: SC, value: 0.0648769574944073, base_value: 447, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140168/; rank: 29, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, state: SC, value: 0.0644444444444445, base_value: 450, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157274/; rank: 30, crd: 135296, firm: Anchor Investment Management, city: Columbia, state: SC, value: 0.0618556701030928, base_value: 776, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135296/; rank: 31, crd: 283656, firm: Foster Victor, city: Greenville, state: SC, value: 0.050909090909091, base_value: 1650, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283656/; rank: 32, crd: 306661, firm: Core Advisory Group, city: Rock Hill, state: SC, value: 0.0499553969669937, base_value: 1121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306661/; rank: 33, crd: 110313, firm: Anderson Griggs Investments, city: Rock Hill, state: SC, value: 0.0429447852760736, base_value: 163, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110313/; rank: 34, crd: 154726, firm: Fusion Capital, LLC, city: Mount Pleasant, state: SC, value: 0.0385756676557865, base_value: 674, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154726/; rank: 35, crd: 110945, firm: Family Legacy, Inc., city: Greenville, state: SC, value: 0.0358565737051793, base_value: 251, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110945/; rank: 36, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, state: SC, value: 0.0321821036106751, base_value: 1274, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281943/; rank: 37, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, state: SC, value: 0.0245726495726495, base_value: 936, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110257/; rank: 38, crd: 159515, firm: Saos Capital, LLC, city: Mount Pleasant, state: SC, value: 0.0237226277372262, base_value: 548, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159515/; rank: 39, crd: 145023, firm: Keen Capital, Ltd, city: Chapin, state: SC, value: 0.0180180180180181, base_value: 111, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145023/; rank: 40, crd: 317016, firm: Matty AI Inc., city: Greenville, state: SC, value: 0.0150375939849625, base_value: 133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317016/; rank: 41, crd: 327001, firm: Nicholson Wealth Management Group, city: Charleston, state: SC, value: 0.0148514851485149, base_value: 202, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327001/; rank: 42, crd: 286121, firm: Alere Planning LLC, city: Isle of Palms, state: SC, value: 0.0147058823529411, base_value: 204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286121/; rank: 43, crd: 137536, firm: Charleston Financial Advisors, LLC, city: Charleston, state: SC, value: 0.0139534883720931, base_value: 215, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137536/; rank: 44, crd: 281278, firm: Stokes Capital Advisors, LLC, city: Greenwood, state: SC, value: 0.0104895104895104, base_value: 286, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281278/; rank: 45, crd: 140249, firm: Hilton Head Financial Advisors, Inc., city: Hilton Head, state: SC, value: 0.0057803468208093, base_value: 173, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140249/; rank: 46, crd: 137449, firm: Warren Capital Group, city: Charleston, state: SC, value: 0.00534759358288772, base_value: 187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137449/; rank: 47, crd: 117823, firm: Copperleaf Capital, LLC, city: Clover, state: SC, value: 0, base_value: 314, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117823/; rank: 47, crd: 117836, firm: Concorde Financial Resources, city: York, state: SC, value: 0, base_value: 235, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117836/; rank: 47, crd: 132252, firm: Jackson Financial Services, LLC, city: Mount Pleasant, state: SC, value: 0, base_value: 557, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132252/; rank: 47, crd: 135556, firm: Van Der Noord Financial Advisors, Inc., city: Greer, state: SC, value: 0, base_value: 126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135556/; rank: 47, crd: 160286, firm: Beers Kight Financial Advisors, LLC, city: Columbia, state: SC, value: 0, base_value: 200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160286/; rank: 52, crd: 145499, firm: Global View Investment Advisors, LLC, city: Greenville, state: SC, value: -0.00170648464163825, base_value: 586, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145499/; rank: 53, crd: 114862, firm: Morris Financial Concepts, Inc., city: Mount Pleasant, state: SC, value: -0.0067567567567568, base_value: 296, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114862/; rank: 54, crd: 108365, firm: Fee-Only Financial Planning, L.C., city: Okatie, state: SC, value: -0.00704225352112675, base_value: 142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108365/; rank: 55, crd: 297500, firm: MTM Investment Management, LLC, city: Spartanburg, state: SC, value: -0.0207852193995381, base_value: 433, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297500/; rank: 56, crd: 171260, firm: Wealth Management Advisors, LLC, city: Greenville, state: SC, value: -0.0289093298291722, base_value: 761, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171260/; rank: 57, crd: 129973, firm: Dividend Assets Capital, LLC, city: Ridgeland, state: SC, value: -0.0542452830188679, base_value: 424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129973/; rank: 58, crd: 131569, firm: HMS Financial Services, LLC, city: Columbia, state: SC, value: -0.0769230769230769, base_value: 247, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131569/; rank: 59, crd: 118794, firm: The Bedminster Group, city: Bluffton, state: SC, value: -0.131818181818182, base_value: 220, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118794/; rank: 60, crd: 137192, firm: Oak Advisors, LLC, city: Bluffton, state: SC, value: -0.168367346938776, base_value: 196, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137192/; rank: 61, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, state: SC, value: -0.25092936802974, base_value: 538, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129422/; rank: 62, crd: 157908, firm: Novus Advisors, city: Greenville, state: SC, value: -0.276422764227642, base_value: 369, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157908/; rank: 63, crd: 318823, firm: Advisor.com, city: Charleston, state: SC, value: -0.282828282828283, base_value: 594, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318823/; rank: 64, crd: 119655, firm: Hanover Advisors, Inc, city: Seneca, state: SC, value: -0.350132625994695, base_value: 377, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119655/; rank: 65, crd: 294673, firm: Capasso Planning Partners LLC, city: Charleston, state: SC, value: -0.469529085872576, base_value: 722, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294673/; rank: 66, crd: 163362, firm: Davinci Financial Designs, city: Columbia, state: SC, value: -0.485422740524781, base_value: 686, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163362/; rank: 67, crd: 332277, firm: Headland Capital, city: Mount Pleasant, state: SC, value: -0.498087222647284, base_value: 1307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332277/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [RIA market data for South Carolina](https://advisoriq.com/ria/states/south-carolina/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/south-carolina/

License: https://advisoriq.com/license/