# Fastest-growing independent RIAs over three years in South Carolina

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/south-carolina/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: South Carolina
- firms_listed: 60
- rows: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 0.509363937533652, base_value: 3362897429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 2, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, state: SC, value: 0.429507491942422, base_value: 864798884, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284924/; rank: 3, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, state: SC, value: 0.329160458714423, base_value: 319132326, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281943/; rank: 4, crd: 311180, firm: Carroll Investors, Inc., city: Mount Pleasant, state: SC, value: 0.29104509190343, base_value: 102908170, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311180/; rank: 5, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, state: SC, value: 0.288238016739345, base_value: 165116697, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129422/; rank: 6, crd: 283656, firm: Foster Victor, city: Greenville, state: SC, value: 0.286114904283592, base_value: 1243196000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283656/; rank: 7, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, state: SC, value: 0.261650525023895, base_value: 291000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157274/; rank: 8, crd: 306239, firm: Apricus Wealth LLC, city: Beaufort, state: SC, value: 0.260938312069494, base_value: 167437326, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306239/; rank: 9, crd: 140795, firm: Gunderson Capital Management, city: Mount Pleasant, state: SC, value: 0.260030776256134, base_value: 197826292, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140795/; rank: 10, crd: 306661, firm: Core Advisory Group, city: Rock Hill, state: SC, value: 0.239447145930189, base_value: 177714640, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306661/; rank: 11, crd: 39326, firm: Bna Wealth, city: Rock Hill, state: SC, value: 0.236333263364647, base_value: 327954020, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/39326/; rank: 12, crd: 132252, firm: Jackson Financial Services, LLC, city: Mount Pleasant, state: SC, value: 0.22718867859875, base_value: 269496076, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132252/; rank: 13, crd: 171260, firm: Wealth Management Advisors, LLC, city: Greenville, state: SC, value: 0.218262542415097, base_value: 379471671, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171260/; rank: 14, crd: 154726, firm: Fusion Capital, LLC, city: Mount Pleasant, state: SC, value: 0.216236638363051, base_value: 273664761, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154726/; rank: 15, crd: 314496, firm: Harbour Wealth Management Group, Inc., city: Daniel Island, state: SC, value: 0.213001854047582, base_value: 149129580, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314496/; rank: 16, crd: 286121, firm: Alere Planning LLC, city: Isle of Palms, state: SC, value: 0.211517327436831, base_value: 116991051, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286121/; rank: 17, crd: 117823, firm: Copperleaf Capital, LLC, city: Clover, state: SC, value: 0.20747935268446, base_value: 159978205, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117823/; rank: 18, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, state: SC, value: 0.202075315925947, base_value: 892127298, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105743/; rank: 19, crd: 140913, firm: Bca Private Wealth, Inc., city: Greenville, state: SC, value: 0.190878506302628, base_value: 187874319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140913/; rank: 20, crd: 119630, firm: Verity Investment Partners, city: Beaufort, state: SC, value: 0.185476170274469, base_value: 840091368, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119630/; rank: 21, crd: 124645, firm: Allison Investment Management, LLC, city: Columbia, state: SC, value: 0.180532388776186, base_value: 103582000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124645/; rank: 22, crd: 170307, firm: Oceanside Advisors LLC, city: Mount Pleasant, state: SC, value: 0.179429917345314, base_value: 116600000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170307/; rank: 23, crd: 318570, firm: Intentional, city: Fort Mill, state: SC, value: 0.178467332494618, base_value: 107430713, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318570/; rank: 24, crd: 135296, firm: Anchor Investment Management, city: Columbia, state: SC, value: 0.174523406941398, base_value: 935530524, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135296/; rank: 25, crd: 127896, firm: Goepper Burkhardt LLC, city: Greenville, state: SC, value: 0.16428572418331, base_value: 240946011, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127896/; rank: 26, crd: 134217, firm: Catawba River Capital, city: Lake Wylie, state: SC, value: 0.163192836339871, base_value: 206574894, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134217/; rank: 27, crd: 114862, firm: Morris Financial Concepts, Inc., city: Mount Pleasant, state: SC, value: 0.160555526478795, base_value: 344443003, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114862/; rank: 28, crd: 137192, firm: Oak Advisors, LLC, city: Bluffton, state: SC, value: 0.160524998303721, base_value: 182173065, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137192/; rank: 29, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, state: SC, value: 0.158029275129461, base_value: 1193168142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110257/; rank: 30, crd: 121006, firm: Websterrogers Financial Advisors, LLC, city: Florence, state: SC, value: 0.149523782554211, base_value: 303163694, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121006/; rank: 31, crd: 140249, firm: Hilton Head Financial Advisors, Inc., city: Hilton Head, state: SC, value: 0.148149486556739, base_value: 247836828, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140249/; rank: 32, crd: 153023, firm: Hardin Capital Partners, LLC, city: Greenville, state: SC, value: 0.147704890386035, base_value: 296200148, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153023/; rank: 33, crd: 297500, firm: MTM Investment Management, LLC, city: Spartanburg, state: SC, value: 0.145395678851184, base_value: 451255466, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297500/; rank: 34, crd: 135759, firm: Magnolia Financial Planning Services, Inc., city: Seneca, state: SC, value: 0.141095246947101, base_value: 151877441, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135759/; rank: 35, crd: 159515, firm: Saos Capital, LLC, city: Mount Pleasant, state: SC, value: 0.138865861409875, base_value: 161879210, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159515/; rank: 36, crd: 145499, firm: Global View Investment Advisors, LLC, city: Greenville, state: SC, value: 0.132263896300509, base_value: 381504671, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145499/; rank: 37, crd: 110945, firm: Family Legacy, Inc., city: Greenville, state: SC, value: 0.132222357539828, base_value: 259935748, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110945/; rank: 38, crd: 311052, firm: Objectivity Squared Wealth Management, city: Charleston, state: SC, value: 0.131384375572278, base_value: 336800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311052/; rank: 39, crd: 140168, firm: Burkett Financial Services, LLC, city: Rock Hill, state: SC, value: 0.130742778392436, base_value: 396053890, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140168/; rank: 40, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, state: SC, value: 0.12666100583778, base_value: 1507405296, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107994/; rank: 41, crd: 145023, firm: Keen Capital, Ltd, city: Chapin, state: SC, value: 0.124790413159111, base_value: 126264167, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145023/; rank: 42, crd: 135556, firm: Van Der Noord Financial Advisors, Inc., city: Greer, state: SC, value: 0.122225258576137, base_value: 107554692, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135556/; rank: 43, crd: 137536, firm: Charleston Financial Advisors, LLC, city: Charleston, state: SC, value: 0.121758879051941, base_value: 185917805, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137536/; rank: 44, crd: 289496, firm: Wildes Financial Strategies, Inc, city: Georgetown, state: SC, value: 0.113817930815357, base_value: 100063188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289496/; rank: 45, crd: 123392, firm: D C Voss & Company, LLC, city: Hilton Head Islland, state: SC, value: 0.113218053982401, base_value: 168844063, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123392/; rank: 46, crd: 281278, firm: Stokes Capital Advisors, LLC, city: Greenwood, state: SC, value: 0.112322513280727, base_value: 362895384, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281278/; rank: 47, crd: 288837, firm: Carolina Wealth Advisors, city: Myrtle Beach, state: SC, value: 0.100707318773051, base_value: 235019734, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288837/; rank: 48, crd: 117836, firm: Concorde Financial Resources, city: York, state: SC, value: 0.0993299091188828, base_value: 173838655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117836/; rank: 49, crd: 108365, firm: Fee-Only Financial Planning, L.C., city: Okatie, state: SC, value: 0.0952846536440428, base_value: 307748548, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108365/; rank: 50, crd: 118794, firm: The Bedminster Group, city: Bluffton, state: SC, value: 0.0806281822811168, base_value: 157707071, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118794/; rank: 51, crd: 129475, firm: JP Wealth Management, Inc., city: Mount Pleasant, state: SC, value: 0.0642325408021658, base_value: 227326751, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129475/; rank: 52, crd: 119655, firm: Hanover Advisors, Inc, city: Seneca, state: SC, value: 0.0396230585967066, base_value: 315817475, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119655/; rank: 53, crd: 160286, firm: Beers Kight Financial Advisors, LLC, city: Columbia, state: SC, value: 0.0375008022398742, base_value: 160638241, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160286/; rank: 54, crd: 163362, firm: Davinci Financial Designs, city: Columbia, state: SC, value: 0.0349062533095876, base_value: 201029001, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163362/; rank: 55, crd: 129973, firm: Dividend Assets Capital, LLC, city: Ridgeland, state: SC, value: 0.0086430490234215, base_value: 527024008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129973/; rank: 56, crd: 105931, firm: The Cavanaugh Group Inc, city: Kiawah Island, state: SC, value: -0.000536902239691273, base_value: 486525361, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105931/; rank: 57, crd: 294673, firm: Capasso Planning Partners LLC, city: Charleston, state: SC, value: -0.00773587182588997, base_value: 280681535, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294673/; rank: 58, crd: 157476, firm: Permcap Investment Office, city: Charleston, state: SC, value: -0.0142025462572958, base_value: 4193707521, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157476/; rank: 59, crd: 157908, firm: Novus Advisors, city: Greenville, state: SC, value: -0.194579100778966, base_value: 174682381, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157908/; rank: 60, crd: 322130, firm: Imprint Wealth LLC, city: Mount Pleasant, state: SC, value: -0.196874416490351, base_value: 253948117, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322130/

## 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

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [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/fastest-growing-3-year/south-carolina/

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