{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most advisory staff in South Carolina","lead":"As of October 2, 2026, Apollon Wealth Management, LLC ranked #1 in South Carolina in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 115.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most advisory staff","how_it_is_computed":"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.","unit":"count","scope":"South Carolina","firms_listed":131,"rows":[{"rank":1,"crd":291902,"firm":"Apollon Wealth Management, LLC","city":"Mount Pleasant","state":"SC","value":115,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291902/"},{"rank":2,"crd":284924,"firm":"The Fiduciary Alliance","city":"Greenville","state":"SC","value":45,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284924/"},{"rank":3,"crd":283656,"firm":"Foster Victor","city":"Greenville","state":"SC","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283656/"},{"rank":3,"crd":315846,"firm":"Discipline Wealth Solutions, Inc.","city":"Greenville","state":"SC","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315846/"},{"rank":3,"crd":321217,"firm":"Apollon Financial, LLC","city":"Mount Pleasant","state":"SC","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321217/"},{"rank":6,"crd":110257,"firm":"Colonial Trust Advisors, Inc.","city":"Spartanburg","state":"SC","value":15,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110257/"},{"rank":7,"crd":119630,"firm":"Verity Investment Partners","city":"Beaufort","state":"SC","value":13,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119630/"},{"rank":8,"crd":332277,"firm":"Headland Capital","city":"Mount Pleasant","state":"SC","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332277/"},{"rank":9,"crd":110945,"firm":"Family Legacy, Inc.","city":"Greenville","state":"SC","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110945/"},{"rank":9,"crd":135296,"firm":"Anchor Investment Management","city":"Columbia","state":"SC","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135296/"},{"rank":9,"crd":281943,"firm":"Curran Financial Partners, LLC","city":"Daniel Island","state":"SC","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281943/"},{"rank":9,"crd":318698,"firm":"DBA Big Money Retirement and Big Retirement","city":"Greenville","state":"SC","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318698/"},{"rank":13,"crd":114862,"firm":"Morris Financial Concepts, Inc.","city":"Mount Pleasant","state":"SC","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114862/"},{"rank":13,"crd":306661,"firm":"Core Advisory Group","city":"Rock Hill","state":"SC","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306661/"},{"rank":15,"crd":105743,"firm":"CCM Investment Advisers, LLC","city":"Columbia","state":"SC","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105743/"},{"rank":15,"crd":304558,"firm":"Trunorth Advisors","city":"Greenville","state":"SC","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304558/"},{"rank":15,"crd":306227,"firm":"Alloy Investment Management","city":"Greenville","state":"SC","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306227/"},{"rank":15,"crd":322064,"firm":"Ballast Rock Private Wealth","city":"Charleston","state":"SC","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322064/"},{"rank":19,"crd":121006,"firm":"Websterrogers Financial Advisors, LLC","city":"Florence","state":"SC","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121006/"},{"rank":19,"crd":157274,"firm":"Hobbs Group Advisors LLC","city":"Columbia","state":"SC","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157274/"},{"rank":19,"crd":340998,"firm":"Wealth Intelligently Navigated, LLC","city":"Greer","state":"SC","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340998/"},{"rank":22,"crd":137192,"firm":"Oak Advisors, LLC","city":"Bluffton","state":"SC","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137192/"},{"rank":22,"crd":157476,"firm":"Permcap Investment Office","city":"Charleston","state":"SC","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157476/"},{"rank":22,"crd":299375,"firm":"Hilton Head Capital Partners, LLC","city":"Hilton Head Island","state":"SC","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299375/"},{"rank":25,"crd":39326,"firm":"Bna Wealth","city":"Rock Hill","state":"SC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/39326/"},{"rank":25,"crd":107994,"firm":"Abacus Planning Group, Inc.","city":"Columbia","state":"SC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107994/"},{"rank":25,"crd":140168,"firm":"Burkett Financial Services, LLC","city":"Rock Hill","state":"SC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140168/"},{"rank":25,"crd":140913,"firm":"Bca Private Wealth, Inc.","city":"Greenville","state":"SC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140913/"},{"rank":25,"crd":163362,"firm":"Davinci Financial Designs","city":"Columbia","state":"SC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/163362/"},{"rank":25,"crd":171260,"firm":"Wealth Management Advisors, LLC","city":"Greenville","state":"SC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171260/"},{"rank":25,"crd":297500,"firm":"MTM Investment Management, LLC","city":"Spartanburg","state":"SC","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297500/"},{"rank":32,"crd":117823,"firm":"Copperleaf Capital, LLC","city":"Clover","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117823/"},{"rank":32,"crd":145023,"firm":"Keen Capital, Ltd","city":"Chapin","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145023/"},{"rank":32,"crd":145499,"firm":"Global View Investment Advisors, LLC","city":"Greenville","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145499/"},{"rank":32,"crd":154726,"firm":"Fusion Capital, LLC","city":"Mount Pleasant","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154726/"},{"rank":32,"crd":170307,"firm":"Oceanside Advisors LLC","city":"Mount Pleasant","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170307/"},{"rank":32,"crd":287840,"firm":"Tidal Creek Capital Advisors","city":"Bluffton","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287840/"},{"rank":32,"crd":288724,"firm":"IQ Capital Strategy LLC","city":"Seneca","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288724/"},{"rank":32,"crd":288837,"firm":"Carolina Wealth Advisors","city":"Myrtle Beach","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288837/"},{"rank":32,"crd":294673,"firm":"Capasso Planning Partners LLC","city":"Charleston","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/294673/"},{"rank":32,"crd":304253,"firm":"Jehm Wealth & Retirement, LLC","city":"Simpsonville","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304253/"},{"rank":32,"crd":306239,"firm":"Apricus Wealth LLC","city":"Beaufort","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306239/"},{"rank":32,"crd":311052,"firm":"Objectivity Squared Wealth Management","city":"Charleston","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311052/"},{"rank":32,"crd":317040,"firm":"Idle Hill Advisors LLC","city":"Greenville","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317040/"},{"rank":32,"crd":332359,"firm":"Integritas Wealth Strategies, LLC","city":"Charleston","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332359/"},{"rank":32,"crd":338053,"firm":"Envest Advisors, LLC","city":"Myrtle Beach","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338053/"},{"rank":32,"crd":342089,"firm":"Professional Planning & Wealth","city":"Greenville","state":"SC","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342089/"},{"rank":48,"crd":108365,"firm":"Fee-Only Financial Planning, L.C.","city":"Okatie","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108365/"},{"rank":48,"crd":110313,"firm":"Anderson Griggs Investments","city":"Rock Hill","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110313/"},{"rank":48,"crd":125607,"firm":"Blue Granite Capital, LLC","city":"Charleston","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125607/"},{"rank":48,"crd":125964,"firm":"Five Mile River Investment Management, LLC","city":"Okatie","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125964/"},{"rank":48,"crd":127896,"firm":"Goepper Burkhardt LLC","city":"Greenville","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127896/"},{"rank":48,"crd":129422,"firm":"Norris Financial Group, LLC","city":"Greenville","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129422/"},{"rank":48,"crd":129973,"firm":"Dividend Assets Capital, LLC","city":"Ridgeland","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129973/"},{"rank":48,"crd":130223,"firm":"Rogers Financial Advisory Group, LLC","city":"Greenville","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130223/"},{"rank":48,"crd":132252,"firm":"Jackson Financial Services, LLC","city":"Mount Pleasant","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132252/"},{"rank":48,"crd":134217,"firm":"Catawba River Capital","city":"Lake Wylie","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134217/"},{"rank":48,"crd":135255,"firm":"Loveland & Bastian Financial Services Group, LLC","city":"Mount Pleasant","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135255/"},{"rank":48,"crd":135759,"firm":"Magnolia Financial Planning Services, Inc.","city":"Seneca","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135759/"},{"rank":48,"crd":137449,"firm":"Warren Capital Group","city":"Charleston","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137449/"},{"rank":48,"crd":149636,"firm":"Stravolo Wealth Management, LLC","city":"Spartanburg","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149636/"},{"rank":48,"crd":154713,"firm":"Pathfinder Planning LLC","city":"Lake Wylie","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154713/"},{"rank":48,"crd":157908,"firm":"Novus Advisors","city":"Greenville","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157908/"},{"rank":48,"crd":159515,"firm":"Saos Capital, LLC","city":"Mount Pleasant","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159515/"},{"rank":48,"crd":162976,"firm":"Wallick Investments, LLC","city":"Columbia","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/162976/"},{"rank":48,"crd":168040,"firm":"Pendleton Street Advisors, LLC","city":"Columbia","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168040/"},{"rank":48,"crd":283990,"firm":"J. Benjamin Financial, LLC","city":"Mount Pleasant","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283990/"},{"rank":48,"crd":289046,"firm":"Veritas Wealth Management LLC","city":"Charleston","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289046/"},{"rank":48,"crd":289496,"firm":"Wildes Financial Strategies, Inc","city":"Georgetown","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289496/"},{"rank":48,"crd":299396,"firm":"The Retirement Solutions Group","city":"Travelers Rest","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299396/"},{"rank":48,"crd":302031,"firm":"Riverbend Wealth Management, LLC","city":"Myrtle Beach","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/302031/"},{"rank":48,"crd":311173,"firm":"Van Grouw Advisors, LLC","city":"Bluffton","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311173/"},{"rank":48,"crd":314496,"firm":"Harbour Wealth Management Group, Inc.","city":"Daniel Island","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314496/"},{"rank":48,"crd":317332,"firm":"Hampton Park Financial Planners","city":"Charleston","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317332/"},{"rank":48,"crd":318570,"firm":"Intentional","city":"Fort Mill","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318570/"},{"rank":48,"crd":318823,"firm":"Advisor.com","city":"Charleston","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318823/"},{"rank":48,"crd":325661,"firm":"Fiduciary Organization, LLC","city":"Greenville","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325661/"},{"rank":48,"crd":331226,"firm":"Blue Bear Financial, LLC","city":"Mount Pleasant","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331226/"},{"rank":48,"crd":331293,"firm":"Telos Capital Partners","city":"Mount Pleasant","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331293/"},{"rank":48,"crd":333823,"firm":"HFG Capital","city":"Summerville","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333823/"},{"rank":48,"crd":335056,"firm":"Coast Wealth Management Group, LLC","city":"Myrtle Beach","state":"SC","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335056/"},{"rank":82,"crd":105931,"firm":"The Cavanaugh Group Inc","city":"Kiawah Island","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105931/"},{"rank":82,"crd":117836,"firm":"Concorde Financial Resources","city":"York","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117836/"},{"rank":82,"crd":118508,"firm":"Southern Capital Management Corporation","city":"Charleston","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118508/"},{"rank":82,"crd":118794,"firm":"The Bedminster Group","city":"Bluffton","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118794/"},{"rank":82,"crd":119655,"firm":"Hanover Advisors, Inc","city":"Seneca","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119655/"},{"rank":82,"crd":121757,"firm":"Southeast Financial Advisors","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121757/"},{"rank":82,"crd":123440,"firm":"Walls Investment Management Company","city":"Bluffton","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123440/"},{"rank":82,"crd":124645,"firm":"Allison Investment Management, LLC","city":"Columbia","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124645/"},{"rank":82,"crd":126810,"firm":"Thomas Smith and Associates, Inc.","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126810/"},{"rank":82,"crd":127719,"firm":"Hardwick Capital Management, LLC","city":"Pawleys Island","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127719/"},{"rank":82,"crd":135556,"firm":"Van Der Noord Financial Advisors, Inc.","city":"Greer","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135556/"},{"rank":82,"crd":137536,"firm":"Charleston Financial Advisors, LLC","city":"Charleston","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137536/"},{"rank":82,"crd":139400,"firm":"Oak Street Advisors","city":"Myrtle Beach","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139400/"},{"rank":82,"crd":140795,"firm":"Gunderson Capital Management","city":"Mount Pleasant","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140795/"},{"rank":82,"crd":149660,"firm":"Seastrunk Financial Management, LLC","city":"Florence","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149660/"},{"rank":82,"crd":155303,"firm":"M Capital Wealth Management, LLC","city":"Cheraw","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155303/"},{"rank":82,"crd":158753,"firm":"Advanced Planning, Inc.","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158753/"},{"rank":82,"crd":160286,"firm":"Beers Kight Financial Advisors, LLC","city":"Columbia","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/160286/"},{"rank":82,"crd":161164,"firm":"Treehouse Financial, Inc","city":"Kinards","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161164/"},{"rank":82,"crd":166285,"firm":"Hall Asset Management Group, Inc.","city":"Columbia","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166285/"},{"rank":82,"crd":171271,"firm":"Runey & Associates Wealth Management","city":"Mount Pleasant","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171271/"},{"rank":82,"crd":171695,"firm":"Premier Wealth Partners, LLC","city":"Summerville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171695/"},{"rank":82,"crd":172417,"firm":"Altamont Advisors LLC","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172417/"},{"rank":82,"crd":174574,"firm":"Coastal Wealth Advisors, LLC","city":"Johns Island","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174574/"},{"rank":82,"crd":281305,"firm":"Lang Capital","city":"Bluffton","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281305/"},{"rank":82,"crd":281814,"firm":"Tidehaven Wealth, LLC","city":"Mount Pleasant","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281814/"},{"rank":82,"crd":286121,"firm":"Alere Planning LLC","city":"Isle of Palms","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286121/"},{"rank":82,"crd":286436,"firm":"Intelligent Investing","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286436/"},{"rank":82,"crd":290052,"firm":"Convergent Financial Group","city":"Mount Pleasant","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290052/"},{"rank":82,"crd":291032,"firm":"Mosaic Wealth Strategies LLC","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291032/"},{"rank":82,"crd":297423,"firm":"Eagles Coast Wealth Management, LLC","city":"Daniel Island","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297423/"},{"rank":82,"crd":305086,"firm":"Metis Wealth Management & Planning LLC","city":"Bluffton","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305086/"},{"rank":82,"crd":307398,"firm":"Intellivest Wealth Management","city":"Boiling Springs","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307398/"},{"rank":82,"crd":307738,"firm":"Flip Flops and Pearls Financial Planning","city":"Mount Pleasant","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307738/"},{"rank":82,"crd":308263,"firm":"Generouswealth, LLC","city":"Summerville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308263/"},{"rank":82,"crd":310961,"firm":"Women's Worth Advisors","city":"Hilton Head Island","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310961/"},{"rank":82,"crd":311180,"firm":"Carroll Investors, Inc.","city":"Mount Pleasant","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311180/"},{"rank":82,"crd":322130,"firm":"Imprint Wealth LLC","city":"Mount Pleasant","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322130/"},{"rank":82,"crd":322337,"firm":"Wingstem Wealth, LLC","city":"West Columbia","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322337/"},{"rank":82,"crd":325050,"firm":"Integrated Planning LLC","city":"Aiken","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325050/"},{"rank":82,"crd":327001,"firm":"Nicholson Wealth Management Group","city":"Charleston","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327001/"},{"rank":82,"crd":330043,"firm":"Cornerstone Alternatives","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330043/"},{"rank":82,"crd":330633,"firm":"Wealth Rabbit","city":"Rock Hill","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330633/"},{"rank":82,"crd":331593,"firm":"Daniel Island Wealth Management, LLC","city":"Daniel Island","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331593/"},{"rank":82,"crd":334402,"firm":"Scipio Financial LLC","city":"Summerville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334402/"},{"rank":82,"crd":338227,"firm":"Coastline Complete Wealth LLC","city":"Bluffton","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338227/"},{"rank":82,"crd":338276,"firm":"Premier Financial Solutions, LLC","city":"Myrtle Beach","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338276/"},{"rank":82,"crd":339377,"firm":"Insight Tax & Finance LLC","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339377/"},{"rank":82,"crd":342399,"firm":"The Wealthcare Clinic","city":"Six Mile","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342399/"},{"rank":82,"crd":343240,"firm":"First There Financial","city":"Greenville","state":"SC","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343240/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most advisory staff, nationally","url":"https://advisoriq.com/ria/rankings/most-advisory-staff/"},{"title":"RIA market data for South Carolina","url":"https://advisoriq.com/ria/states/south-carolina/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-advisory-staff/south-carolina/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-advisory-staff/south-carolina/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}