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AdvisorIQ

Ranking, South Carolina

Wealth firms with the most advisory staff, including broker-dealer firms in South Carolina

As of October 2, 2026, LPL Financial LLC ranked #1 in South Carolina in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 36,280.

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

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Rank Firm City Most advisory staff
1 LPL Financial LLC Broker-dealer affiliated Fort Mill 36,280
2 LPL Enterprise, LLC Broker-dealer affiliated Fort Mill 4,492
3 Apollon Wealth Management, LLC Mount Pleasant 115
4 The Fiduciary Alliance Greenville 45
5 Foster Victor Greenville 18
5 Discipline Wealth Solutions, Inc. Greenville 18
5 Apollon Financial, LLC Mount Pleasant 18
8 Colonial Trust Advisors, Inc. Spartanburg 15
9 Greenwood Capital Associates, LLC Broker-dealer affiliated Greenwood 14
10 Verity Investment Partners Beaufort 13
11 Headland Capital Mount Pleasant 12
12 Family Legacy, Inc. Greenville 10
12 Anchor Investment Management Columbia 10
12 Curran Financial Partners, LLC Daniel Island 10
12 DBA Big Money Retirement and Big Retirement Greenville 10
16 Morris Financial Concepts, Inc. Mount Pleasant 9
16 Core Advisory Group Rock Hill 9
18 CCM Investment Advisers, LLC Columbia 8
18 Trunorth Advisors Greenville 8
18 Alloy Investment Management Greenville 8
18 Ballast Rock Private Wealth Charleston 8
22 Websterrogers Financial Advisors, LLC Florence 7
22 Hobbs Group Advisors LLC Columbia 7
22 Wealth Intelligently Navigated, LLC Greer 7
25 Oak Advisors, LLC Bluffton 6
25 Permcap Investment Office Charleston 6
25 Hilton Head Capital Partners, LLC Hilton Head Island 6
28 Bna Wealth Rock Hill 5
28 Abacus Planning Group, Inc. Columbia 5
28 Burkett Financial Services, LLC Rock Hill 5
28 Bca Private Wealth, Inc. Greenville 5
28 Davinci Financial Designs Columbia 5
28 Wealth Management Advisors, LLC Greenville 5
28 MTM Investment Management, LLC Spartanburg 5
35 Copperleaf Capital, LLC Clover 4
35 Keen Capital, Ltd Chapin 4
35 Global View Investment Advisors, LLC Greenville 4
35 Fusion Capital, LLC Mount Pleasant 4
35 Oceanside Advisors LLC Mount Pleasant 4
35 Tidal Creek Capital Advisors Bluffton 4
35 IQ Capital Strategy LLC Seneca 4
35 Carolina Wealth Advisors Myrtle Beach 4
35 Capasso Planning Partners LLC Charleston 4
35 Jehm Wealth & Retirement, LLC Simpsonville 4
35 Apricus Wealth LLC Beaufort 4
35 Objectivity Squared Wealth Management Charleston 4
35 Idle Hill Advisors LLC Greenville 4
35 Integritas Wealth Strategies, LLC Charleston 4
35 Envest Advisors, LLC Myrtle Beach 4
35 Professional Planning & Wealth Greenville 4
51 Fee-Only Financial Planning, L.C. Okatie 3
51 Anderson Griggs Investments Rock Hill 3
51 Blue Granite Capital, LLC Charleston 3
51 Five Mile River Investment Management, LLC Okatie 3
51 Goepper Burkhardt LLC Greenville 3
51 Norris Financial Group, LLC Greenville 3
51 Dividend Assets Capital, LLC Ridgeland 3
51 Rogers Financial Advisory Group, LLC Greenville 3
51 Jackson Financial Services, LLC Mount Pleasant 3
51 Catawba River Capital Lake Wylie 3
51 Loveland & Bastian Financial Services Group, LLC Mount Pleasant 3
51 Magnolia Financial Planning Services, Inc. Seneca 3
51 Warren Capital Group Charleston 3
51 Stravolo Wealth Management, LLC Spartanburg 3
51 Pathfinder Planning LLC Lake Wylie 3
51 Novus Advisors Greenville 3
51 Saos Capital, LLC Mount Pleasant 3
51 Wallick Investments, LLC Columbia 3
51 Pendleton Street Advisors, LLC Columbia 3
51 360 Financial Partners, LLC Broker-dealer affiliated Mount Pleasant 3
51 J. Benjamin Financial, LLC Mount Pleasant 3
51 Veritas Wealth Management LLC Charleston 3
51 Wildes Financial Strategies, Inc Georgetown 3
51 The Retirement Solutions Group Travelers Rest 3
51 Riverbend Wealth Management, LLC Myrtle Beach 3
51 Van Grouw Advisors, LLC Bluffton 3
51 Harbour Wealth Management Group, Inc. Daniel Island 3
51 Hampton Park Financial Planners Charleston 3
51 Intentional Fort Mill 3
51 Advisor.com Charleston 3
51 Fiduciary Organization, LLC Greenville 3
51 Blue Bear Financial, LLC Mount Pleasant 3
51 Telos Capital Partners Mount Pleasant 3
51 HFG Capital Summerville 3
51 Coast Wealth Management Group, LLC Myrtle Beach 3
86 The Cavanaugh Group Inc Kiawah Island 2
86 Concorde Financial Resources York 2
86 Southern Capital Management Corporation Charleston 2
86 The Bedminster Group Bluffton 2
86 Hanover Advisors, Inc Seneca 2
86 Southeast Financial Advisors Greenville 2
86 Walls Investment Management Company Bluffton 2
86 Allison Investment Management, LLC Columbia 2
86 Thomas Smith and Associates, Inc. Greenville 2
86 Hardwick Capital Management, LLC Pawleys Island 2
86 Van Der Noord Financial Advisors, Inc. Greer 2
86 Charleston Financial Advisors, LLC Charleston 2
86 Oak Street Advisors Myrtle Beach 2
86 Gunderson Capital Management Mount Pleasant 2
86 Seastrunk Financial Management, LLC Florence 2
86 M Capital Wealth Management, LLC Cheraw 2
86 Advanced Planning, Inc. Greenville 2
86 Beers Kight Financial Advisors, LLC Columbia 2
86 Treehouse Financial, Inc Kinards 2
86 Hall Asset Management Group, Inc. Columbia 2
86 Runey & Associates Wealth Management Mount Pleasant 2
86 Premier Wealth Partners, LLC Summerville 2
86 Altamont Advisors LLC Greenville 2
86 Coastal Wealth Advisors, LLC Johns Island 2
86 Lang Capital Bluffton 2
86 Tidehaven Wealth, LLC Mount Pleasant 2
86 Alere Planning LLC Isle of Palms 2
86 Intelligent Investing Greenville 2
86 Convergent Financial Group Mount Pleasant 2
86 Mosaic Wealth Strategies LLC Greenville 2
86 Eagles Coast Wealth Management, LLC Daniel Island 2
86 Metis Wealth Management & Planning LLC Bluffton 2
86 Intellivest Wealth Management Boiling Springs 2
86 Flip Flops and Pearls Financial Planning Mount Pleasant 2
86 Generouswealth, LLC Summerville 2
86 Women's Worth Advisors Hilton Head Island 2
86 Carroll Investors, Inc. Mount Pleasant 2
86 Imprint Wealth LLC Mount Pleasant 2
86 Wingstem Wealth, LLC West Columbia 2
86 Integrated Planning LLC Aiken 2
86 Nicholson Wealth Management Group Charleston 2
86 Cornerstone Alternatives Greenville 2
86 Wealth Rabbit Rock Hill 2
86 Daniel Island Wealth Management, LLC Daniel Island 2
86 Scipio Financial LLC Summerville 2
86 Coastline Complete Wealth LLC Bluffton 2
86 Premier Financial Solutions, LLC Myrtle Beach 2
86 Insight Tax & Finance LLC Greenville 2
86 The Wealthcare Clinic Six Mile 2
86 First There Financial Greenville 2

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

More rankings

Most advisory staff 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.