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AdvisorIQ

Ranking, South Carolina

Independent RIAs with the most CFP professionals 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 CFP professionals, with 48.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Apollon Wealth Management, LLC Mount Pleasant 48
2 The Fiduciary Alliance Greenville 14
3 Abacus Planning Group, Inc. Columbia 11
4 Apollon Financial, LLC Mount Pleasant 9
5 Foster Victor Greenville 8
6 Bna Wealth Rock Hill 4
6 Colonial Trust Advisors, Inc. Spartanburg 4
8 Fee-Only Financial Planning, L.C. Okatie 3
8 Copperleaf Capital, LLC Clover 3
8 Goepper Burkhardt LLC Greenville 3
8 Anchor Investment Management Columbia 3
8 Oak Advisors, LLC Bluffton 3
8 Keen Capital, Ltd Chapin 3
8 Pathfinder Planning LLC Lake Wylie 3
8 Carolina Wealth Advisors Myrtle Beach 3
16 Verity Investment Partners Beaufort 2
16 Hanover Advisors, Inc Seneca 2
16 Websterrogers Financial Advisors, LLC Florence 2
16 JP Wealth Management, Inc. Mount Pleasant 2
16 Dividend Assets Capital, LLC Ridgeland 2
16 Van Der Noord Financial Advisors, Inc. Greer 2
16 Magnolia Financial Planning Services, Inc. Seneca 2
16 Charleston Financial Advisors, LLC Charleston 2
16 Burkett Financial Services, LLC Rock Hill 2
16 Gunderson Capital Management Mount Pleasant 2
16 Bca Private Wealth, Inc. Greenville 2
16 Global View Investment Advisors, LLC Greenville 2
16 Seastrunk Financial Management, LLC Florence 2
16 Hobbs Group Advisors LLC Columbia 2
16 Davinci Financial Designs Columbia 2
16 Pendleton Street Advisors, LLC Columbia 2
16 Oceanside Advisors LLC Mount Pleasant 2
16 Coastal Wealth Advisors, LLC Johns Island 2
16 Capasso Planning Partners LLC Charleston 2
16 Riverbend Wealth Management, LLC Myrtle Beach 2
16 Metis Wealth Management & Planning LLC Bluffton 2
16 Discipline Wealth Solutions, Inc. Greenville 2
16 Hampton Park Financial Planners Charleston 2
16 Intentional Fort Mill 2
16 Wingstem Wealth, LLC West Columbia 2
16 Fiduciary Organization, LLC Greenville 2
16 Wealth Rabbit Rock Hill 2
16 Blue Bear Financial, LLC Mount Pleasant 2
16 Headland Capital Mount Pleasant 2
16 Professional Planning & Wealth Greenville 2
16 The Wealthcare Clinic Six Mile 2
47 Bailey & Associates Investment MGT. and Financial Planning LLC Columbia 1
47 Palmer Jones & Associates, Inc. Bluffton 1
47 Family Legacy, Inc. Greenville 1
47 The Bedminster Group Bluffton 1
47 Norris Financial Group, LLC Greenville 1
47 Catawba River Capital Lake Wylie 1
47 Oak Street Advisors Myrtle Beach 1
47 Macaulay & Associates, LLC Fort Mill 1
47 A to Z Asset Advisors, LLC Aiken 1
47 Continuum Wealth Management, LLC Greenville 1
47 Mecklenburg Financial Group Myrtle Beach 1
47 Capital Focus, Inc. Greenville 1
47 Hardin Capital Partners, LLC Greenville 1
47 Neale Financial, LLC Mount Pleasant 1
47 McGehee Wealth Advisory Group, Inc. Indian Land 1
47 Fusion Capital, LLC Mount Pleasant 1
47 Novus Advisors Greenville 1
47 Advanced Planning, Inc. Greenville 1
47 Beers Kight Financial Advisors, LLC Columbia 1
47 Wealthcare Aiken 1
47 Financial Freedom Advisors, LLC Mount Pleasant 1
47 Wealth Management Advisors, LLC Greenville 1
47 Runey & Associates Wealth Management Mount Pleasant 1
47 Premier Wealth Partners, LLC Summerville 1
47 Wilson David Investment Advisors Aiken 1
47 Gordon Financial Mount Pleasant 1
47 Twenty Fifty Capital Mount Pleasant 1
47 Lang Capital Bluffton 1
47 Tidehaven Wealth, LLC Mount Pleasant 1
47 Curran Financial Partners, LLC Daniel Island 1
47 Cairn Investor Services Myrtle Beach 1
47 Oak Capital Advisors, LLC Mount Pleasant 1
47 Hilton Head Wealth Advisors, LLC Bluffton 1
47 Alere Planning LLC Isle of Palms 1
47 Meridian Financial Advisory LLC Murrells Inlet 1
47 Sweetgrass Financial Planning, LLC Mount Pleasant 1
47 Wildes Financial Strategies, Inc Georgetown 1
47 Baker Asset Management, LLC Mount Pleasant 1
47 Mosaic Wealth Strategies LLC Greenville 1
47 Harvest Financial Planning, LLC Fort Mill 1
47 MTM Investment Management, LLC Spartanburg 1
47 The Retirement Solutions Group Travelers Rest 1
47 Intrepid Eagle Finance LLC Clover 1
47 Multipath Wealth Management Columbia 1
47 Alloy Investment Management Greenville 1
47 Apricus Wealth LLC Beaufort 1
47 Core Advisory Group Rock Hill 1
47 CMC Wealth Management, LLC Lexington 1
47 Black Dog Financial Planning LLC Mount Pleasant 1
47 Greenville Capital Greenville 1
47 Wolff Financial Greenville 1
47 Harbour Wealth Management Group, Inc. Daniel Island 1
47 DBA Big Money Retirement and Big Retirement Greenville 1
47 Charleston Wealth Advisors Mount Pleasant 1
47 Ballast Rock Private Wealth Charleston 1
47 Time & Wealth Management, LLC Charleston 1
47 Capital Wealth Group LLC Columbia 1
47 Blackhawk Financial Advisors Columbia 1
47 Mullooly Wealth Planning LLC Clover 1
47 Flourish Financial Life Planning Anderson 1
47 Flowrate Financial, LLC Mount Pleasant 1
47 Kingsley Financial Mount Pleasant 1
47 Lifepath Advisors, LLC Bluffton 1
47 Telos Capital Partners Mount Pleasant 1
47 Gugle Wealth Advisory Indian Land 1
47 Southbound Wealth LLC Rock Hill 1
47 Fowler Wealth Management Lake City 1
47 Integritas Wealth Strategies, LLC Charleston 1
47 Harper Financial Planning Chapin 1
47 Calidris Financial, LLC Charleston 1
47 Yellow Oak Financial Planning, LLC Simpsonville 1
47 Coastline Complete Wealth LLC Bluffton 1
47 Insight Tax & Finance LLC Greenville 1
47 Fountainhead Wealth Planning Clemson 1
47 Stauffer Financial, LLC Rock Hill 1
47 Resettle Wealth Myrtle Beach 1
47 Wealth Intelligently Navigated, LLC Greer 1
47 Emerald Wealth Daufuskie Island 1
47 Yourvalues Wealth Counsel, LLC Charleston 1

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

More rankings

Most CFP professionals 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.