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Ranking, South Carolina

Fastest-growing independent RIAs over one year in South Carolina

As of October 2, 2026, Discipline Wealth Solutions, Inc. ranked #1 in South Carolina in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 136.1%, from a base of $316.3 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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.

Fastest-growing independent RIAs over one year in South Carolina
Rank Firm City Growth Starting value
1 Discipline Wealth Solutions, Inc. Greenville 136.1% $316.3 million
2 Ballast Rock Private Wealth Charleston 70.3% $238.2 million
3 Apollon Financial, LLC Mount Pleasant 62.5% $890.4 million
4 Hilton Head Capital Partners, LLC Hilton Head Island 61.4% $253.8 million
5 Trunorth Advisors Greenville 59.4% $188.7 million
6 Apollon Wealth Management, LLC Mount Pleasant 49.8% $7.7 billion
7 Wallick Investments, LLC Columbia 49.7% $112.4 million
8 Norris Financial Group, LLC Greenville 40.3% $251.6 million
9 Harbour Wealth Management Group, Inc. Daniel Island 39.1% $191.3 million
10 Headland Capital Mount Pleasant 38.8% $403.0 million
11 The Fiduciary Alliance Greenville 31.4% $1.9 billion
12 Curran Financial Partners, LLC Daniel Island 26.4% $592.9 million
13 Gunderson Capital Management Mount Pleasant 25.5% $315.3 million
14 Catawba River Capital Lake Wylie 23.9% $262.4 million
15 Websterrogers Financial Advisors, LLC Florence 23.8% $371.8 million
16 Allison Investment Management, LLC Columbia 23.3% $138.2 million
17 Apricus Wealth LLC Beaufort 23.2% $272.4 million
18 Bna Wealth Rock Hill 23.0% $504.0 million
19 Foster Victor Greenville 22.8% $2.2 billion
20 Imprint Wealth LLC Mount Pleasant 22.7% $107.2 million
21 Hobbs Group Advisors LLC Columbia 22.0% $479.1 million
22 Wealth Management Advisors, LLC Greenville 21.9% $562.7 million
23 Objectivity Squared Wealth Management Charleston 21.6% $401.1 million
24 Fusion Capital, LLC Mount Pleasant 21.4% $405.4 million
25 Bca Private Wealth, Inc. Greenville 21.0% $262.3 million
26 Riverbend Wealth Management, LLC Myrtle Beach 20.6% $233.0 million
27 Hardin Capital Partners, LLC Greenville 20.1% $372.7 million
28 Oceanside Advisors LLC Mount Pleasant 19.9% $159.6 million
29 Intentional Fort Mill 18.6% $148.2 million
30 Wildes Financial Strategies, Inc Georgetown 17.9% $117.2 million
31 Magnolia Financial Planning Services, Inc. Seneca 17.8% $191.5 million
32 Oak Advisors, LLC Bluffton 17.7% $241.8 million
33 CCM Investment Advisers, LLC Columbia 17.6% $1.3 billion
34 Goepper Burkhardt LLC Greenville 16.8% $325.7 million
35 Burkett Financial Services, LLC Rock Hill 16.7% $490.8 million
36 Verity Investment Partners Beaufort 16.1% $1.2 billion
37 Global View Investment Advisors, LLC Greenville 15.3% $480.4 million
38 Saos Capital, LLC Mount Pleasant 15.1% $207.7 million
39 Morris Financial Concepts, Inc. Mount Pleasant 14.8% $469.1 million
40 Core Advisory Group Rock Hill 14.0% $296.8 million
41 Family Legacy, Inc. Greenville 13.7% $331.8 million
42 Van Der Noord Financial Advisors, Inc. Greer 13.6% $133.8 million
43 Abacus Planning Group, Inc. Columbia 13.5% $1.9 billion
44 D C Voss & Company, LLC Hilton Head Islland 13.4% $205.5 million
45 Alere Planning LLC Isle of Palms 13.0% $184.2 million
46 Copperleaf Capital, LLC Clover 12.8% $249.7 million
47 Charleston Financial Advisors, LLC Charleston 12.4% $233.5 million
48 Davinci Financial Designs Columbia 12.3% $198.3 million
49 Anchor Investment Management Columbia 11.6% $1.4 billion
50 Keen Capital, Ltd Chapin 11.4% $161.3 million
51 Anderson Griggs Investments Rock Hill 11.0% $120.3 million
52 Colonial Trust Advisors, Inc. Spartanburg 11.0% $1.7 billion
53 Nicholson Wealth Management Group Charleston 10.5% $291.3 million
54 The Bedminster Group Bluffton 9.5% $181.8 million
55 Concorde Financial Resources York 9.4% $211.2 million
56 Fee-Only Financial Planning, L.C. Okatie 9.2% $370.2 million
57 MTM Investment Management, LLC Spartanburg 9.1% $621.3 million
58 JP Wealth Management, Inc. Mount Pleasant 8.6% $252.4 million
59 The Cavanaugh Group Inc Kiawah Island 7.1% $453.6 million
60 Metis Wealth Management & Planning LLC Bluffton 6.7% $107.6 million
61 Hanover Advisors, Inc Seneca 6.7% $332.7 million
62 Stokes Capital Advisors, LLC Greenwood 6.4% $469.6 million
63 Carolina Wealth Advisors Myrtle Beach 5.3% $297.7 million
64 Warren Capital Group Charleston 5.0% $124.8 million
65 Jackson Financial Services, LLC Mount Pleasant 4.7% $475.9 million
66 Hilton Head Financial Advisors, Inc. Hilton Head 4.6% $358.7 million
67 Carroll Investors, Inc. Mount Pleasant 3.8% $213.3 million
68 HMS Financial Services, LLC Columbia 0.5% $117.9 million
69 Beers Kight Financial Advisors, LLC Columbia -0.8% $180.8 million
70 Cornerstone Alternatives Greenville -12.1% $181.4 million
71 Dividend Assets Capital, LLC Ridgeland -12.8% $620.1 million
72 Capasso Planning Partners LLC Charleston -16.3% $327.7 million
73 Permcap Investment Office Charleston -18.5% $4.9 billion
74 Novus Advisors Greenville -55.0% $202.9 million

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

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Fastest growing 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.