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

For asset managers
AdvisorIQ

Ranking, South Carolina

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

As of October 2, 2026, The Fiduciary Alliance ranked #1 in South Carolina in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 52.9%, from a base of $301.9 million.

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 five years between the SEC snapshots of October 4, 2021 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 The Fiduciary Alliance Greenville 52.9% $301.9 million
2 Apollon Wealth Management, LLC Mount Pleasant 49.2% $1.6 billion
3 Curran Financial Partners, LLC Daniel Island 34.9% $167.6 million
4 Foster Victor Greenville 29.0% $741.2 million
5 LPL Financial LLC Broker-dealer affiliated Fort Mill 25.0% $268.8 billion
6 Bca Private Wealth, Inc. Greenville 21.7% $118.8 million
7 Hardin Capital Partners, LLC Greenville 21.6% $168.3 million
8 Hobbs Group Advisors LLC Columbia 21.3% $222.1 million
9 Verity Investment Partners Beaufort 20.0% $561.3 million
10 Norris Financial Group, LLC Greenville 16.9% $161.9 million
11 Bna Wealth Rock Hill 16.9% $284.4 million
12 Fusion Capital, LLC Mount Pleasant 16.8% $226.1 million
13 Wealth Management Advisors, LLC Greenville 16.1% $325.1 million
14 Jackson Financial Services, LLC Mount Pleasant 14.9% $248.8 million
15 Carolina Wealth Advisors Myrtle Beach 14.5% $159.6 million
16 Objectivity Squared Wealth Management Charleston 14.2% $251.6 million
17 Saos Capital, LLC Mount Pleasant 13.3% $128.2 million
18 Global View Investment Advisors, LLC Greenville 13.1% $299.3 million
19 Alere Planning LLC Isle of Palms 13.0% $112.9 million
20 Capasso Planning Partners LLC Charleston 12.8% $150.4 million
21 Copperleaf Capital, LLC Clover 12.5% $156.4 million
22 Morris Financial Concepts, Inc. Mount Pleasant 12.0% $305.9 million
23 CCM Investment Advisers, LLC Columbia 11.3% $908.4 million
24 Goepper Burkhardt LLC Greenville 11.0% $225.8 million
25 Colonial Trust Advisors, Inc. Spartanburg 11.0% $1.1 billion
26 Anchor Investment Management Columbia 10.8% $906.3 million
27 D C Voss & Company, LLC Hilton Head Islland 10.8% $139.7 million
28 Stokes Capital Advisors, LLC Greenwood 10.5% $303.7 million
29 Catawba River Capital Lake Wylie 10.4% $197.9 million
30 Burkett Financial Services, LLC Rock Hill 10.3% $350.1 million
31 Magnolia Financial Planning Services, Inc. Seneca 10.2% $139.1 million
32 Hilton Head Financial Advisors, Inc. Hilton Head 10.0% $233.0 million
33 Harbour Wealth Management Group, Inc. Daniel Island 9.6% $168.3 million
34 MTM Investment Management, LLC Spartanburg 9.4% $432.0 million
35 Family Legacy, Inc. Greenville 9.2% $242.6 million
36 Oak Advisors, LLC Bluffton 9.2% $183.7 million
37 Abacus Planning Group, Inc. Columbia 8.2% $1.5 billion
38 Charleston Financial Advisors, LLC Charleston 6.9% $188.1 million
39 Hanover Advisors, Inc Seneca 6.7% $257.0 million
40 Wildes Financial Strategies, Inc Georgetown 6.6% $100.6 million
41 Concorde Financial Resources York 6.4% $169.4 million
42 Warren Capital Group Charleston 5.3% $101.3 million
43 Van Der Noord Financial Advisors, Inc. Greer 5.0% $118.9 million
44 Fee-Only Financial Planning, L.C. Okatie 4.3% $328.3 million
45 Beers Kight Financial Advisors, LLC Columbia 3.4% $152.1 million
46 Greenwood Capital Associates, LLC Broker-dealer affiliated Greenwood 3.2% $1.5 billion
47 Carroll Investors, Inc. Mount Pleasant 3.1% $190.0 million
48 Permcap Investment Office Charleston 1.5% $3.7 billion
49 The Bedminster Group Bluffton 1.2% $187.4 million
50 Davinci Financial Designs Columbia 0.1% $221.4 million
51 HMS Financial Services, LLC Columbia -0.2% $119.7 million
52 Dividend Assets Capital, LLC Ridgeland -1.2% $574.5 million
53 JP Wealth Management, Inc. Mount Pleasant -1.8% $299.6 million
54 The Cavanaugh Group Inc Kiawah Island -5.1% $631.2 million
55 Websterrogers Financial Advisors, LLC Florence -5.7% $618.3 million
56 Novus Advisors Greenville -13.0% $182.8 million

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

More rankings

Fastest growing, 5 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.