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AdvisorIQ

Ranking, South Carolina

Fastest-growing wealth firms over three years, including broker-dealer firms in South Carolina

As of October 2, 2026, Apollon Wealth Management, LLC ranked #1 in South Carolina in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 50.9%, from a base of $3.4 billion.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Apollon Wealth Management, LLC Mount Pleasant 50.9% $3.4 billion
2 The Fiduciary Alliance Greenville 43.0% $864.8 million
3 Curran Financial Partners, LLC Daniel Island 32.9% $319.1 million
4 LPL Financial LLC Broker-dealer affiliated Fort Mill 30.6% $368.0 billion
5 Carroll Investors, Inc. Mount Pleasant 29.1% $102.9 million
6 Norris Financial Group, LLC Greenville 28.8% $165.1 million
7 Foster Victor Greenville 28.6% $1.2 billion
8 Hobbs Group Advisors LLC Columbia 26.2% $291.0 million
9 Apricus Wealth LLC Beaufort 26.1% $167.4 million
10 Gunderson Capital Management Mount Pleasant 26.0% $197.8 million
11 Core Advisory Group Rock Hill 23.9% $177.7 million
12 Bna Wealth Rock Hill 23.6% $328.0 million
13 360 Financial Partners, LLC Broker-dealer affiliated Mount Pleasant 22.8% $111.5 million
14 Jackson Financial Services, LLC Mount Pleasant 22.7% $269.5 million
15 Wealth Management Advisors, LLC Greenville 21.8% $379.5 million
16 Fusion Capital, LLC Mount Pleasant 21.6% $273.7 million
17 Harbour Wealth Management Group, Inc. Daniel Island 21.3% $149.1 million
18 Alere Planning LLC Isle of Palms 21.2% $117.0 million
19 Copperleaf Capital, LLC Clover 20.7% $160.0 million
20 CCM Investment Advisers, LLC Columbia 20.2% $892.1 million
21 Bca Private Wealth, Inc. Greenville 19.1% $187.9 million
22 Verity Investment Partners Beaufort 18.5% $840.1 million
23 Allison Investment Management, LLC Columbia 18.1% $103.6 million
24 Oceanside Advisors LLC Mount Pleasant 17.9% $116.6 million
25 Intentional Fort Mill 17.8% $107.4 million
26 Anchor Investment Management Columbia 17.5% $935.5 million
27 Goepper Burkhardt LLC Greenville 16.4% $240.9 million
28 Catawba River Capital Lake Wylie 16.3% $206.6 million
29 Morris Financial Concepts, Inc. Mount Pleasant 16.1% $344.4 million
30 Oak Advisors, LLC Bluffton 16.1% $182.2 million
31 Colonial Trust Advisors, Inc. Spartanburg 15.8% $1.2 billion
32 Websterrogers Financial Advisors, LLC Florence 15.0% $303.2 million
33 Hilton Head Financial Advisors, Inc. Hilton Head 14.8% $247.8 million
34 Hardin Capital Partners, LLC Greenville 14.8% $296.2 million
35 MTM Investment Management, LLC Spartanburg 14.5% $451.3 million
36 Magnolia Financial Planning Services, Inc. Seneca 14.1% $151.9 million
37 Saos Capital, LLC Mount Pleasant 13.9% $161.9 million
38 Global View Investment Advisors, LLC Greenville 13.2% $381.5 million
39 Family Legacy, Inc. Greenville 13.2% $259.9 million
40 Objectivity Squared Wealth Management Charleston 13.1% $336.8 million
41 Burkett Financial Services, LLC Rock Hill 13.1% $396.1 million
42 Abacus Planning Group, Inc. Columbia 12.7% $1.5 billion
43 Keen Capital, Ltd Chapin 12.5% $126.3 million
44 Van Der Noord Financial Advisors, Inc. Greer 12.2% $107.6 million
45 Charleston Financial Advisors, LLC Charleston 12.2% $185.9 million
46 Wildes Financial Strategies, Inc Georgetown 11.4% $100.1 million
47 D C Voss & Company, LLC Hilton Head Islland 11.3% $168.8 million
48 Stokes Capital Advisors, LLC Greenwood 11.2% $362.9 million
49 Carolina Wealth Advisors Myrtle Beach 10.1% $235.0 million
50 Concorde Financial Resources York 9.9% $173.8 million
51 Fee-Only Financial Planning, L.C. Okatie 9.5% $307.7 million
52 Greenwood Capital Associates, LLC Broker-dealer affiliated Greenwood 9.0% $1.4 billion
53 The Bedminster Group Bluffton 8.1% $157.7 million
54 JP Wealth Management, Inc. Mount Pleasant 6.4% $227.3 million
55 Hanover Advisors, Inc Seneca 4.0% $315.8 million
56 Beers Kight Financial Advisors, LLC Columbia 3.8% $160.6 million
57 Davinci Financial Designs Columbia 3.5% $201.0 million
58 Dividend Assets Capital, LLC Ridgeland 0.9% $527.0 million
59 The Cavanaugh Group Inc Kiawah Island -0.1% $486.5 million
60 Capasso Planning Partners LLC Charleston -0.8% $280.7 million
61 Permcap Investment Office Charleston -1.4% $4.2 billion
62 Novus Advisors Greenville -19.5% $174.7 million
63 Imprint Wealth LLC Mount Pleasant -19.7% $253.9 million

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

More rankings

Fastest growing, 3 years 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.