# Largest independent RIAs by assets under management in South Carolina

As of October 2, 2026, Apollon Wealth Management, LLC ranked #1 in South Carolina in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $11.6 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/south-carolina/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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: usd
- scope: South Carolina
- firms_listed: 100
- rows: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 11563665739, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291902/; rank: 2, crd: 157476, firm: Permcap Investment Office, city: Charleston, state: SC, value: 4017549299, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157476/; rank: 3, crd: 283656, firm: Foster Victor, city: Greenville, state: SC, value: 2644715238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283656/; rank: 4, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, state: SC, value: 2526238956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284924/; rank: 5, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, state: SC, value: 2155806749, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107994/; rank: 6, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, state: SC, value: 1852935341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110257/; rank: 7, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, state: SC, value: 1549608058, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105743/; rank: 8, crd: 135296, firm: Anchor Investment Management, city: Columbia, state: SC, value: 1515803797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135296/; rank: 9, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, state: SC, value: 1447040552, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321217/; rank: 10, crd: 119630, firm: Verity Investment Partners, city: Beaufort, state: SC, value: 1399603461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119630/; rank: 11, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, state: SC, value: 749381619, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281943/; rank: 12, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, state: SC, value: 746683310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315846/; rank: 13, crd: 171260, firm: Wealth Management Advisors, LLC, city: Greenville, state: SC, value: 686123088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171260/; rank: 14, crd: 297500, firm: MTM Investment Management, LLC, city: Spartanburg, state: SC, value: 678092743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297500/; rank: 15, crd: 39326, firm: Bna Wealth, city: Rock Hill, state: SC, value: 619754403, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/39326/; rank: 16, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, state: SC, value: 584400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157274/; rank: 17, crd: 140168, firm: Burkett Financial Services, LLC, city: Rock Hill, state: SC, value: 572592627, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140168/; rank: 18, crd: 332277, firm: Headland Capital, city: Mount Pleasant, state: SC, value: 559277399, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332277/; rank: 19, crd: 145499, firm: Global View Investment Advisors, LLC, city: Greenville, state: SC, value: 553787104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145499/; rank: 20, crd: 129973, firm: Dividend Assets Capital, LLC, city: Ridgeland, state: SC, value: 540807741, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129973/; rank: 21, crd: 114862, firm: Morris Financial Concepts, Inc., city: Mount Pleasant, state: SC, value: 538412506, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114862/; rank: 22, crd: 340998, firm: Wealth Intelligently Navigated, LLC, city: Greer, state: SC, value: 532920068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340998/; rank: 23, crd: 281278, firm: Stokes Capital Advisors, LLC, city: Greenwood, state: SC, value: 499428850, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281278/; rank: 24, crd: 132252, firm: Jackson Financial Services, LLC, city: Mount Pleasant, state: SC, value: 498065507, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132252/; rank: 25, crd: 154726, firm: Fusion Capital, LLC, city: Mount Pleasant, state: SC, value: 492349073, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154726/; rank: 26, crd: 311052, firm: Objectivity Squared Wealth Management, city: Charleston, state: SC, value: 487755992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311052/; rank: 27, crd: 105931, firm: The Cavanaugh Group Inc, city: Kiawah Island, state: SC, value: 485742132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105931/; rank: 28, crd: 121006, firm: Websterrogers Financial Advisors, LLC, city: Florence, state: SC, value: 460501525, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121006/; rank: 29, crd: 153023, firm: Hardin Capital Partners, LLC, city: Greenville, state: SC, value: 447791626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153023/; rank: 30, crd: 299375, firm: Hilton Head Capital Partners, LLC, city: Hilton Head Island, state: SC, value: 409549463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299375/; rank: 31, crd: 322064, firm: Ballast Rock Private Wealth, city: Charleston, state: SC, value: 405737187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322064/; rank: 32, crd: 108365, firm: Fee-Only Financial Planning, L.C., city: Okatie, state: SC, value: 404368224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108365/; rank: 33, crd: 140795, firm: Gunderson Capital Management, city: Mount Pleasant, state: SC, value: 395755965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140795/; rank: 34, crd: 127896, firm: Goepper Burkhardt LLC, city: Greenville, state: SC, value: 380275598, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127896/; rank: 35, crd: 110945, firm: Family Legacy, Inc., city: Greenville, state: SC, value: 377277747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110945/; rank: 36, crd: 140249, firm: Hilton Head Financial Advisors, Inc., city: Hilton Head, state: SC, value: 375112166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140249/; rank: 37, crd: 119655, firm: Hanover Advisors, Inc, city: Seneca, state: SC, value: 354865572, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119655/; rank: 38, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, state: SC, value: 353003756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129422/; rank: 39, crd: 306661, firm: Core Advisory Group, city: Rock Hill, state: SC, value: 338381991, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306661/; rank: 40, crd: 306239, firm: Apricus Wealth LLC, city: Beaufort, state: SC, value: 335686442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306239/; rank: 41, crd: 134217, firm: Catawba River Capital, city: Lake Wylie, state: SC, value: 325111772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134217/; rank: 42, crd: 327001, firm: Nicholson Wealth Management Group, city: Charleston, state: SC, value: 321991464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327001/; rank: 43, crd: 140913, firm: Bca Private Wealth, Inc., city: Greenville, state: SC, value: 317299794, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140913/; rank: 44, crd: 288837, firm: Carolina Wealth Advisors, city: Myrtle Beach, state: SC, value: 313415083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288837/; rank: 45, crd: 304558, firm: Trunorth Advisors, city: Greenville, state: SC, value: 300812330, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304558/; rank: 46, crd: 137192, firm: Oak Advisors, LLC, city: Bluffton, state: SC, value: 284739465, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137192/; rank: 47, crd: 117823, firm: Copperleaf Capital, LLC, city: Clover, state: SC, value: 281643647, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117823/; rank: 48, crd: 302031, firm: Riverbend Wealth Management, LLC, city: Myrtle Beach, state: SC, value: 280977751, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302031/; rank: 49, crd: 294673, firm: Capasso Planning Partners LLC, city: Charleston, state: SC, value: 274217847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294673/; rank: 50, crd: 129475, firm: JP Wealth Management, Inc., city: Mount Pleasant, state: SC, value: 274006047, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129475/; rank: 51, crd: 314496, firm: Harbour Wealth Management Group, Inc., city: Daniel Island, state: SC, value: 266163310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314496/; rank: 52, crd: 137536, firm: Charleston Financial Advisors, LLC, city: Charleston, state: SC, value: 262433656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137536/; rank: 53, crd: 159515, firm: Saos Capital, LLC, city: Mount Pleasant, state: SC, value: 239116090, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159515/; rank: 54, crd: 123392, firm: D C Voss & Company, LLC, city: Hilton Head Islland, state: SC, value: 232930585, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123392/; rank: 55, crd: 117836, firm: Concorde Financial Resources, city: York, state: SC, value: 230956657, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117836/; rank: 56, crd: 135759, firm: Magnolia Financial Planning Services, Inc., city: Seneca, state: SC, value: 225662274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135759/; rank: 57, crd: 163362, firm: Davinci Financial Designs, city: Columbia, state: SC, value: 222823888, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163362/; rank: 58, crd: 311180, firm: Carroll Investors, Inc., city: Mount Pleasant, state: SC, value: 221449186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311180/; rank: 59, crd: 338227, firm: Coastline Complete Wealth LLC, city: Bluffton, state: SC, value: 213631245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338227/; rank: 60, crd: 286121, firm: Alere Planning LLC, city: Isle of Palms, state: SC, value: 208037455, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286121/; rank: 61, crd: 118794, firm: The Bedminster Group, city: Bluffton, state: SC, value: 199012353, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118794/; rank: 62, crd: 170307, firm: Oceanside Advisors LLC, city: Mount Pleasant, state: SC, value: 191300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170307/; rank: 63, crd: 145023, firm: Keen Capital, Ltd, city: Chapin, state: SC, value: 179678013, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145023/; rank: 64, crd: 160286, firm: Beers Kight Financial Advisors, LLC, city: Columbia, state: SC, value: 179396623, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160286/; rank: 65, crd: 318570, firm: Intentional, city: Fort Mill, state: SC, value: 175825193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318570/; rank: 66, crd: 124645, firm: Allison Investment Management, LLC, city: Columbia, state: SC, value: 170419000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124645/; rank: 67, crd: 162976, firm: Wallick Investments, LLC, city: Columbia, state: SC, value: 168303749, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162976/; rank: 68, crd: 330043, firm: Cornerstone Alternatives, city: Greenville, state: SC, value: 159360886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330043/; rank: 69, crd: 135556, firm: Van Der Noord Financial Advisors, Inc., city: Greer, state: SC, value: 152009062, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135556/; rank: 70, crd: 331226, firm: Blue Bear Financial, LLC, city: Mount Pleasant, state: SC, value: 147365028, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331226/; rank: 71, crd: 318698, firm: DBA Big Money Retirement and Big Retirement, city: Greenville, state: SC, value: 147135626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318698/; rank: 72, crd: 289496, firm: Wildes Financial Strategies, Inc, city: Georgetown, state: SC, value: 138266494, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289496/; rank: 73, crd: 110313, firm: Anderson Griggs Investments, city: Rock Hill, state: SC, value: 133610533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110313/; rank: 74, crd: 121757, firm: Southeast Financial Advisors, city: Greenville, state: SC, value: 132964803, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121757/; rank: 75, crd: 322130, firm: Imprint Wealth LLC, city: Mount Pleasant, state: SC, value: 131551371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322130/; rank: 76, crd: 137449, firm: Warren Capital Group, city: Charleston, state: SC, value: 130989034, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137449/; rank: 77, crd: 318823, firm: Advisor.com, city: Charleston, state: SC, value: 126820765, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318823/; rank: 78, crd: 139400, firm: Oak Street Advisors, city: Myrtle Beach, state: SC, value: 126212626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139400/; rank: 79, crd: 287840, firm: Tidal Creek Capital Advisors, city: Bluffton, state: SC, value: 125985607, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287840/; rank: 80, crd: 281814, firm: Tidehaven Wealth, LLC, city: Mount Pleasant, state: SC, value: 124983821, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281814/; rank: 81, crd: 131569, firm: HMS Financial Services, LLC, city: Columbia, state: SC, value: 118503827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131569/; rank: 82, crd: 305086, firm: Metis Wealth Management & Planning LLC, city: Bluffton, state: SC, value: 114852391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305086/; rank: 83, crd: 308263, firm: Generouswealth, LLC, city: Summerville, state: SC, value: 110365201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308263/; rank: 84, crd: 125607, firm: Blue Granite Capital, LLC, city: Charleston, state: SC, value: 108773163, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125607/; rank: 85, crd: 125964, firm: Five Mile River Investment Management, LLC, city: Okatie, state: SC, value: 108692772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125964/; rank: 86, crd: 317040, firm: Idle Hill Advisors LLC, city: Greenville, state: SC, value: 107479012, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317040/; rank: 87, crd: 174574, firm: Coastal Wealth Advisors, LLC, city: Johns Island, state: SC, value: 106620193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174574/; rank: 88, crd: 281305, firm: Lang Capital, city: Bluffton, state: SC, value: 106000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281305/; rank: 89, crd: 171271, firm: Runey & Associates Wealth Management, city: Mount Pleasant, state: SC, value: 104796418, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171271/; rank: 90, crd: 157908, firm: Novus Advisors, city: Greenville, state: SC, value: 91267843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157908/; rank: 91, crd: 322337, firm: Wingstem Wealth, LLC, city: West Columbia, state: SC, value: 89711611, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322337/; rank: 92, crd: 315212, firm: Bowen Wealth, city: Mount Pleasant, state: SC, value: 86130000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315212/; rank: 93, crd: 170394, firm: Brightworks Financial Planning LLC, city: Lexington, state: SC, value: 84334106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170394/; rank: 94, crd: 135255, firm: Loveland & Bastian Financial Services Group, LLC, city: Mount Pleasant, state: SC, value: 84000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135255/; rank: 95, crd: 168040, firm: Pendleton Street Advisors, LLC, city: Columbia, state: SC, value: 83164799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168040/; rank: 96, crd: 144717, firm: Macaulay & Associates, LLC, city: Fort Mill, state: SC, value: 81349477, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144717/; rank: 97, crd: 319565, firm: Charleston Wealth Advisors, city: Mount Pleasant, state: SC, value: 81017000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319565/; rank: 98, crd: 325050, firm: Integrated Planning LLC, city: Aiken, state: SC, value: 76691509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325050/; rank: 99, crd: 149660, firm: Seastrunk Financial Management, LLC, city: Florence, state: SC, value: 72174713, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149660/; rank: 100, crd: 290052, firm: Convergent Financial Group, city: Mount Pleasant, state: SC, value: 72143359, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290052/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/south-carolina/

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