# Independent RIAs with the most advisory staff 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 advisory staff, with 115.

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

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343240/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/south-carolina/

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