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

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/south-carolina/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: South Carolina
- firms_listed: 54
- rows: rank: 1, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, state: SC, value: 0.529404051113545, base_value: 301900093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284924/; rank: 2, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 0.491836895668611, base_value: 1564907999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 3, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, state: SC, value: 0.349240624439743, base_value: 167593045, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281943/; rank: 4, crd: 283656, firm: Foster Victor, city: Greenville, state: SC, value: 0.289687617039023, base_value: 741235597, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283656/; rank: 5, crd: 140913, firm: Bca Private Wealth, Inc., city: Greenville, state: SC, value: 0.217138990797352, base_value: 118787000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140913/; rank: 6, crd: 153023, firm: Hardin Capital Partners, LLC, city: Greenville, state: SC, value: 0.216226928619252, base_value: 168268527, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153023/; rank: 7, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, state: SC, value: 0.213485737400059, base_value: 222094000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157274/; rank: 8, crd: 119630, firm: Verity Investment Partners, city: Beaufort, state: SC, value: 0.200487806328193, base_value: 561327400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119630/; rank: 9, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, state: SC, value: 0.168749769039585, base_value: 161871964, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129422/; rank: 10, crd: 39326, firm: Bna Wealth, city: Rock Hill, state: SC, value: 0.168538931352574, base_value: 284448528, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/39326/; rank: 11, crd: 154726, firm: Fusion Capital, LLC, city: Mount Pleasant, state: SC, value: 0.168377105422492, base_value: 226129870, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154726/; rank: 12, crd: 171260, firm: Wealth Management Advisors, LLC, city: Greenville, state: SC, value: 0.161087380773424, base_value: 325145321, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171260/; rank: 13, crd: 132252, firm: Jackson Financial Services, LLC, city: Mount Pleasant, state: SC, value: 0.148929367531095, base_value: 248782492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132252/; rank: 14, crd: 288837, firm: Carolina Wealth Advisors, city: Myrtle Beach, state: SC, value: 0.144538618783816, base_value: 159576023, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288837/; rank: 15, crd: 311052, firm: Objectivity Squared Wealth Management, city: Charleston, state: SC, value: 0.141559086629623, base_value: 251600000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311052/; rank: 16, crd: 159515, firm: Saos Capital, LLC, city: Mount Pleasant, state: SC, value: 0.132813260084993, base_value: 128179089, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159515/; rank: 17, crd: 145499, firm: Global View Investment Advisors, LLC, city: Greenville, state: SC, value: 0.130929727284999, base_value: 299339989, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145499/; rank: 18, crd: 286121, firm: Alere Planning LLC, city: Isle of Palms, state: SC, value: 0.130067967265112, base_value: 112880444, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286121/; rank: 19, crd: 294673, firm: Capasso Planning Partners LLC, city: Charleston, state: SC, value: 0.127712662297713, base_value: 150350000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294673/; rank: 20, crd: 117823, firm: Copperleaf Capital, LLC, city: Clover, state: SC, value: 0.124872173532472, base_value: 156381038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117823/; rank: 21, crd: 114862, firm: Morris Financial Concepts, Inc., city: Mount Pleasant, state: SC, value: 0.119704943532714, base_value: 305912456, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114862/; rank: 22, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, state: SC, value: 0.1127352053493, base_value: 908369874, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105743/; rank: 23, crd: 127896, firm: Goepper Burkhardt LLC, city: Greenville, state: SC, value: 0.109877919576943, base_value: 225799201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127896/; rank: 24, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, state: SC, value: 0.109589880506447, base_value: 1101660627, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110257/; rank: 25, crd: 135296, firm: Anchor Investment Management, city: Columbia, state: SC, value: 0.108343542080876, base_value: 906297986, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135296/; rank: 26, crd: 123392, firm: D C Voss & Company, LLC, city: Hilton Head Islland, state: SC, value: 0.107637990023129, base_value: 139713156, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123392/; rank: 27, crd: 281278, firm: Stokes Capital Advisors, LLC, city: Greenwood, state: SC, value: 0.104578616719814, base_value: 303731943, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281278/; rank: 28, crd: 134217, firm: Catawba River Capital, city: Lake Wylie, state: SC, value: 0.104404920324328, base_value: 197875047, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134217/; rank: 29, crd: 140168, firm: Burkett Financial Services, LLC, city: Rock Hill, state: SC, value: 0.10337927282887, base_value: 350123809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140168/; rank: 30, crd: 135759, firm: Magnolia Financial Planning Services, Inc., city: Seneca, state: SC, value: 0.101572227132667, base_value: 139121442, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135759/; rank: 31, crd: 140249, firm: Hilton Head Financial Advisors, Inc., city: Hilton Head, state: SC, value: 0.0998783090672717, base_value: 233044020, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140249/; rank: 32, crd: 314496, firm: Harbour Wealth Management Group, Inc., city: Daniel Island, state: SC, value: 0.0959658996314272, base_value: 168330565, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314496/; rank: 33, crd: 297500, firm: MTM Investment Management, LLC, city: Spartanburg, state: SC, value: 0.0943395785158934, base_value: 432044583, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297500/; rank: 34, crd: 110945, firm: Family Legacy, Inc., city: Greenville, state: SC, value: 0.0922880865902511, base_value: 242647156, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110945/; rank: 35, crd: 137192, firm: Oak Advisors, LLC, city: Bluffton, state: SC, value: 0.0916447647166498, base_value: 183671166, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137192/; rank: 36, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, state: SC, value: 0.082149310303681, base_value: 1452693162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107994/; rank: 37, crd: 137536, firm: Charleston Financial Advisors, LLC, city: Charleston, state: SC, value: 0.0689195319453404, base_value: 188059149, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137536/; rank: 38, crd: 119655, firm: Hanover Advisors, Inc, city: Seneca, state: SC, value: 0.066673144008448, base_value: 256984579, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119655/; rank: 39, crd: 289496, firm: Wildes Financial Strategies, Inc, city: Georgetown, state: SC, value: 0.0656766435155509, base_value: 100598085, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289496/; rank: 40, crd: 117836, firm: Concorde Financial Resources, city: York, state: SC, value: 0.0640118659449991, base_value: 169355041, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117836/; rank: 41, crd: 137449, firm: Warren Capital Group, city: Charleston, state: SC, value: 0.052745096007099, base_value: 101302183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137449/; rank: 42, crd: 135556, firm: Van Der Noord Financial Advisors, Inc., city: Greer, state: SC, value: 0.0503536303376244, base_value: 118902716, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135556/; rank: 43, crd: 108365, firm: Fee-Only Financial Planning, L.C., city: Okatie, state: SC, value: 0.0425526173558954, base_value: 328312264, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108365/; rank: 44, crd: 160286, firm: Beers Kight Financial Advisors, LLC, city: Columbia, state: SC, value: 0.0336012863705228, base_value: 152071930, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160286/; rank: 45, crd: 311180, firm: Carroll Investors, Inc., city: Mount Pleasant, state: SC, value: 0.0311078600474857, base_value: 190000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311180/; rank: 46, crd: 157476, firm: Permcap Investment Office, city: Charleston, state: SC, value: 0.0151758941128226, base_value: 3726101932, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157476/; rank: 47, crd: 118794, firm: The Bedminster Group, city: Bluffton, state: SC, value: 0.0121334584137334, base_value: 187366147, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118794/; rank: 48, crd: 163362, firm: Davinci Financial Designs, city: Columbia, state: SC, value: 0.00132035842028611, base_value: 221358660, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163362/; rank: 49, crd: 131569, firm: HMS Financial Services, LLC, city: Columbia, state: SC, value: -0.00199976351698028, base_value: 119695867, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131569/; rank: 50, crd: 129973, firm: Dividend Assets Capital, LLC, city: Ridgeland, state: SC, value: -0.0120001893495009, base_value: 574458411, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129973/; rank: 51, crd: 129475, firm: JP Wealth Management, Inc., city: Mount Pleasant, state: SC, value: -0.0177263989329227, base_value: 299638618, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129475/; rank: 52, crd: 105931, firm: The Cavanaugh Group Inc, city: Kiawah Island, state: SC, value: -0.0510392228939679, base_value: 631196327, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105931/; rank: 53, crd: 121006, firm: Websterrogers Financial Advisors, LLC, city: Florence, state: SC, value: -0.0572191665288689, base_value: 618268825, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121006/; rank: 54, crd: 157908, firm: Novus Advisors, city: Greenville, state: SC, value: -0.129692056012854, base_value: 182790259, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157908/

## 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 five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-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-5-year/south-carolina/

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