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AdvisorIQ

Ranking, South Carolina

Fastest-growing wealth firms over one year, including broker-dealer firms in South Carolina

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

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

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.

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 LPL Financial LLC Broker-dealer affiliated Fort Mill 32.3% $618.9 billion
12 LPL Enterprise, LLC Broker-dealer affiliated Fort Mill 32.2% $18.9 billion
13 The Fiduciary Alliance Greenville 31.4% $1.9 billion
14 360 Financial Partners, LLC Broker-dealer affiliated Mount Pleasant 29.7% $159.2 million
15 Curran Financial Partners, LLC Daniel Island 26.4% $592.9 million
16 Gunderson Capital Management Mount Pleasant 25.5% $315.3 million
17 Catawba River Capital Lake Wylie 23.9% $262.4 million
18 Websterrogers Financial Advisors, LLC Florence 23.8% $371.8 million
19 Allison Investment Management, LLC Columbia 23.3% $138.2 million
20 Apricus Wealth LLC Beaufort 23.2% $272.4 million
21 Bna Wealth Rock Hill 23.0% $504.0 million
22 Foster Victor Greenville 22.8% $2.2 billion
23 Imprint Wealth LLC Mount Pleasant 22.7% $107.2 million
24 Hobbs Group Advisors LLC Columbia 22.0% $479.1 million
25 Wealth Management Advisors, LLC Greenville 21.9% $562.7 million
26 Objectivity Squared Wealth Management Charleston 21.6% $401.1 million
27 Fusion Capital, LLC Mount Pleasant 21.4% $405.4 million
28 Bca Private Wealth, Inc. Greenville 21.0% $262.3 million
29 Riverbend Wealth Management, LLC Myrtle Beach 20.6% $233.0 million
30 Hardin Capital Partners, LLC Greenville 20.1% $372.7 million
31 Oceanside Advisors LLC Mount Pleasant 19.9% $159.6 million
32 Intentional Fort Mill 18.6% $148.2 million
33 Wildes Financial Strategies, Inc Georgetown 17.9% $117.2 million
34 Magnolia Financial Planning Services, Inc. Seneca 17.8% $191.5 million
35 Oak Advisors, LLC Bluffton 17.7% $241.8 million
36 CCM Investment Advisers, LLC Columbia 17.6% $1.3 billion
37 Goepper Burkhardt LLC Greenville 16.8% $325.7 million
38 Burkett Financial Services, LLC Rock Hill 16.7% $490.8 million
39 Verity Investment Partners Beaufort 16.1% $1.2 billion
40 Global View Investment Advisors, LLC Greenville 15.3% $480.4 million
41 Saos Capital, LLC Mount Pleasant 15.1% $207.7 million
42 Morris Financial Concepts, Inc. Mount Pleasant 14.8% $469.1 million
43 Core Advisory Group Rock Hill 14.0% $296.8 million
44 Family Legacy, Inc. Greenville 13.7% $331.8 million
45 Van Der Noord Financial Advisors, Inc. Greer 13.6% $133.8 million
46 Abacus Planning Group, Inc. Columbia 13.5% $1.9 billion
47 D C Voss & Company, LLC Hilton Head Islland 13.4% $205.5 million
48 Alere Planning LLC Isle of Palms 13.0% $184.2 million
49 Copperleaf Capital, LLC Clover 12.8% $249.7 million
50 Charleston Financial Advisors, LLC Charleston 12.4% $233.5 million
51 Davinci Financial Designs Columbia 12.3% $198.3 million
52 Anchor Investment Management Columbia 11.6% $1.4 billion
53 Keen Capital, Ltd Chapin 11.4% $161.3 million
54 Anderson Griggs Investments Rock Hill 11.0% $120.3 million
55 Colonial Trust Advisors, Inc. Spartanburg 11.0% $1.7 billion
56 Nicholson Wealth Management Group Charleston 10.5% $291.3 million
57 The Bedminster Group Bluffton 9.5% $181.8 million
58 Concorde Financial Resources York 9.4% $211.2 million
59 Fee-Only Financial Planning, L.C. Okatie 9.2% $370.2 million
60 MTM Investment Management, LLC Spartanburg 9.1% $621.3 million
61 JP Wealth Management, Inc. Mount Pleasant 8.6% $252.4 million
62 The Cavanaugh Group Inc Kiawah Island 7.1% $453.6 million
63 Metis Wealth Management & Planning LLC Bluffton 6.7% $107.6 million
64 Hanover Advisors, Inc Seneca 6.7% $332.7 million
65 Stokes Capital Advisors, LLC Greenwood 6.4% $469.6 million
66 Greenwood Capital Associates, LLC Broker-dealer affiliated Greenwood 5.8% $1.7 billion
67 Carolina Wealth Advisors Myrtle Beach 5.3% $297.7 million
68 Warren Capital Group Charleston 5.0% $124.8 million
69 Jackson Financial Services, LLC Mount Pleasant 4.7% $475.9 million
70 Hilton Head Financial Advisors, Inc. Hilton Head 4.6% $358.7 million
71 Carroll Investors, Inc. Mount Pleasant 3.8% $213.3 million
72 HMS Financial Services, LLC Columbia 0.5% $117.9 million
73 Beers Kight Financial Advisors, LLC Columbia -0.8% $180.8 million
74 Cornerstone Alternatives Greenville -12.1% $181.4 million
75 Dividend Assets Capital, LLC Ridgeland -12.8% $620.1 million
76 Capasso Planning Partners LLC Charleston -16.3% $327.7 million
77 Permcap Investment Office Charleston -18.5% $4.9 billion
78 Novus Advisors Greenville -55.0% $202.9 million

78 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.