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RIA directory Rankings Most accounts South Carolina
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 .