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Ranking, South Carolina

Independent RIAs with the most accounts in South Carolina

As of October 2, 2026, Apollon Wealth Management, LLC ranked #1 in South Carolina in AdvisorIQ's ranking of independent RIAs with the most accounts, with 24,984.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in South Carolina
Rank Firm City Most accounts
1 Apollon Wealth Management, LLC Mount Pleasant 24,984
2 The Fiduciary Alliance Greenville 9,155
3 Foster Victor Greenville 6,830
4 Abacus Planning Group, Inc. Columbia 2,854
5 Apollon Financial, LLC Mount Pleasant 2,819
6 Trunorth Advisors Greenville 2,435
7 Headland Capital Mount Pleasant 2,281
8 Anchor Investment Management Columbia 2,159
9 Colonial Trust Advisors, Inc. Spartanburg 2,093
10 Advisor.com Charleston 2,029
11 Discipline Wealth Solutions, Inc. Greenville 1,900
12 Core Advisory Group Rock Hill 1,819
13 Fusion Capital, LLC Mount Pleasant 1,804
14 Global View Investment Advisors, LLC Greenville 1,656
15 Carolina Wealth Advisors Myrtle Beach 1,591
16 Wealth Intelligently Navigated, LLC Greer 1,552
17 Burkett Financial Services, LLC Rock Hill 1,525
18 Saos Capital, LLC Mount Pleasant 1,448
19 Gunderson Capital Management Mount Pleasant 1,441
20 Hilton Head Capital Partners, LLC Hilton Head Island 1,370
21 Bca Private Wealth, Inc. Greenville 1,367
22 Hardin Capital Partners, LLC Greenville 1,330
23 Hobbs Group Advisors LLC Columbia 1,329
24 Curran Financial Partners, LLC Daniel Island 1,274
25 Wealth Management Advisors, LLC Greenville 1,268
26 Davinci Financial Designs Columbia 1,250
27 CCM Investment Advisers, LLC Columbia 1,235
28 Verity Investment Partners Beaufort 1,101
29 Capasso Planning Partners LLC Charleston 1,073
30 MTM Investment Management, LLC Spartanburg 1,033
31 Objectivity Squared Wealth Management Charleston 1,003
32 Wildes Financial Strategies, Inc Georgetown 980
33 Jackson Financial Services, LLC Mount Pleasant 958
34 Morris Financial Concepts, Inc. Mount Pleasant 938
35 Catawba River Capital Lake Wylie 896
36 Norris Financial Group, LLC Greenville 894
37 DBA Big Money Retirement and Big Retirement Greenville 864
38 Goepper Burkhardt LLC Greenville 824
39 Idle Hill Advisors LLC Greenville 819
40 Websterrogers Financial Advisors, LLC Florence 810
41 Oceanside Advisors LLC Mount Pleasant 765
42 Stokes Capital Advisors, LLC Greenwood 750
43 Southeast Financial Advisors Greenville 656
44 Hanover Advisors, Inc Seneca 651
45 Family Legacy, Inc. Greenville 650
46 Charleston Financial Advisors, LLC Charleston 643
47 Ballast Rock Private Wealth Charleston 642
48 Dividend Assets Capital, LLC Ridgeland 595
49 Hilton Head Financial Advisors, Inc. Hilton Head 582
50 Riverbend Wealth Management, LLC Myrtle Beach 568
51 Blue Bear Financial, LLC Mount Pleasant 554
52 Generouswealth, LLC Summerville 549
53 Oak Street Advisors Myrtle Beach 547
54 Tidehaven Wealth, LLC Mount Pleasant 545
55 Nicholson Wealth Management Group Charleston 543
56 Bna Wealth Rock Hill 542
57 Fee-Only Financial Planning, L.C. Okatie 540
58 Concorde Financial Resources York 532
59 Oak Advisors, LLC Bluffton 523
60 Copperleaf Capital, LLC Clover 521
61 The Bedminster Group Bluffton 517
61 Wallick Investments, LLC Columbia 517
63 Harbour Wealth Management Group, Inc. Daniel Island 514
64 Alere Planning LLC Isle of Palms 513
65 Coastline Complete Wealth LLC Bluffton 507
66 Twenty Fifty Capital Mount Pleasant 463
67 Bowen Wealth Mount Pleasant 462
68 Warren Capital Group Charleston 428
69 Cornerstone Alternatives Greenville 423
70 Intentional Fort Mill 395
71 Advanced Planning, Inc. Greenville 380
72 Novus Advisors Greenville 377
73 Imprint Wealth LLC Mount Pleasant 373
74 Van Der Noord Financial Advisors, Inc. Greer 372
75 Convergent Financial Group Mount Pleasant 370
76 J. Benjamin Financial, LLC Mount Pleasant 361
77 Keen Capital, Ltd Chapin 352
78 Lang Capital Bluffton 345
79 Macaulay & Associates, LLC Fort Mill 337
80 Anderson Griggs Investments Rock Hill 331
81 Seastrunk Financial Management, LLC Florence 321
82 Intellivest Wealth Management Boiling Springs 313
83 Hampton Park Financial Planners Charleston 302
84 Carroll Investors, Inc. Mount Pleasant 298
85 Runey & Associates Wealth Management Mount Pleasant 292
86 Allison Investment Management, LLC Columbia 291
86 Brightworks Financial Planning LLC Lexington 291
88 Red Triangle, LLC Mount Pleasant 282
89 Magnolia Financial Planning Services, Inc. Seneca 278
90 Coastal Wealth Advisors, LLC Johns Island 274
91 IQ Capital Strategy LLC Seneca 272
92 Beers Kight Financial Advisors, LLC Columbia 264
93 JP Wealth Management, Inc. Mount Pleasant 263
93 Charleston Wealth Advisors Mount Pleasant 263
95 Integrated Planning LLC Aiken 262
96 Missional Advisor Group Mount Pleasant 260
97 Matthews Wealth Management LLC Greenville 256
98 Apricus Wealth LLC Beaufort 255
99 Premier Wealth Partners, LLC Summerville 248
100 Harper Financial Planning Chapin 247

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most accounts 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.