# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: South Carolina
- firms_listed: 125
- rows: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 48, 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: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284924/; rank: 3, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, state: SC, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107994/; rank: 4, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, state: SC, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321217/; rank: 5, crd: 283656, firm: Foster Victor, city: Greenville, state: SC, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283656/; rank: 6, crd: 39326, firm: Bna Wealth, city: Rock Hill, state: SC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/39326/; rank: 6, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, state: SC, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110257/; rank: 8, 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: 8, crd: 117823, firm: Copperleaf Capital, LLC, city: Clover, state: SC, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117823/; rank: 8, 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: 8, crd: 135296, firm: Anchor Investment Management, city: Columbia, state: SC, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135296/; rank: 8, crd: 137192, firm: Oak Advisors, LLC, city: Bluffton, state: SC, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137192/; rank: 8, crd: 145023, firm: Keen Capital, Ltd, city: Chapin, state: SC, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145023/; rank: 8, 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: 8, crd: 288837, firm: Carolina Wealth Advisors, city: Myrtle Beach, state: SC, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288837/; rank: 16, crd: 119630, firm: Verity Investment Partners, city: Beaufort, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119630/; rank: 16, 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: 16, crd: 121006, firm: Websterrogers Financial Advisors, LLC, city: Florence, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121006/; rank: 16, crd: 129475, firm: JP Wealth Management, Inc., city: Mount Pleasant, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129475/; rank: 16, crd: 129973, firm: Dividend Assets Capital, LLC, city: Ridgeland, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129973/; rank: 16, 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: 16, crd: 135759, firm: Magnolia Financial Planning Services, Inc., city: Seneca, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135759/; rank: 16, 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: 16, crd: 140168, firm: Burkett Financial Services, LLC, city: Rock Hill, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140168/; rank: 16, 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: 16, crd: 140913, firm: Bca Private Wealth, Inc., city: Greenville, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140913/; rank: 16, crd: 145499, firm: Global View Investment Advisors, LLC, city: Greenville, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145499/; rank: 16, 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: 16, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157274/; rank: 16, crd: 163362, firm: Davinci Financial Designs, city: Columbia, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163362/; rank: 16, crd: 168040, firm: Pendleton Street Advisors, LLC, city: Columbia, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168040/; rank: 16, crd: 170307, firm: Oceanside Advisors LLC, city: Mount Pleasant, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170307/; rank: 16, 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: 16, crd: 294673, firm: Capasso Planning Partners LLC, city: Charleston, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294673/; rank: 16, crd: 302031, firm: Riverbend Wealth Management, LLC, city: Myrtle Beach, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302031/; rank: 16, 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: 16, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315846/; rank: 16, crd: 317332, firm: Hampton Park Financial Planners, city: Charleston, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317332/; rank: 16, crd: 318570, firm: Intentional, city: Fort Mill, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318570/; rank: 16, 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: 16, crd: 325661, firm: Fiduciary Organization, LLC, city: Greenville, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325661/; rank: 16, 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: 16, crd: 331226, firm: Blue Bear Financial, LLC, city: Mount Pleasant, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331226/; rank: 16, crd: 332277, firm: Headland Capital, city: Mount Pleasant, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332277/; rank: 16, crd: 342089, firm: Professional Planning & Wealth, city: Greenville, state: SC, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342089/; rank: 16, 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: 47, crd: 110113, firm: Bailey & Associates Investment MGT. and Financial Planning LLC, city: Columbia, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110113/; rank: 47, crd: 110418, firm: Palmer Jones & Associates, Inc., city: Bluffton, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110418/; rank: 47, crd: 110945, firm: Family Legacy, Inc., city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110945/; rank: 47, crd: 118794, firm: The Bedminster Group, city: Bluffton, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118794/; rank: 47, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129422/; rank: 47, crd: 134217, firm: Catawba River Capital, city: Lake Wylie, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134217/; rank: 47, crd: 139400, firm: Oak Street Advisors, city: Myrtle Beach, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139400/; rank: 47, crd: 144717, firm: Macaulay & Associates, LLC, city: Fort Mill, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144717/; rank: 47, crd: 146146, firm: A to Z Asset Advisors, LLC, city: Aiken, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146146/; rank: 47, crd: 148844, firm: Continuum Wealth Management, LLC, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148844/; rank: 47, crd: 149050, firm: Mecklenburg Financial Group, city: Myrtle Beach, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149050/; rank: 47, crd: 152149, firm: Capital Focus, Inc., city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152149/; rank: 47, crd: 153023, firm: Hardin Capital Partners, LLC, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153023/; rank: 47, crd: 153787, firm: Neale Financial, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153787/; rank: 47, crd: 153804, firm: McGehee Wealth Advisory Group, Inc., city: Indian Land, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153804/; rank: 47, crd: 154726, firm: Fusion Capital, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154726/; rank: 47, crd: 157908, firm: Novus Advisors, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157908/; rank: 47, crd: 158753, firm: Advanced Planning, Inc., city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158753/; rank: 47, crd: 160286, firm: Beers Kight Financial Advisors, LLC, city: Columbia, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160286/; rank: 47, crd: 168696, firm: Wealthcare, city: Aiken, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168696/; rank: 47, crd: 170963, firm: Financial Freedom Advisors, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170963/; rank: 47, crd: 171260, firm: Wealth Management Advisors, LLC, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171260/; rank: 47, crd: 171271, firm: Runey & Associates Wealth Management, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171271/; rank: 47, crd: 171695, firm: Premier Wealth Partners, LLC, city: Summerville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171695/; rank: 47, crd: 172841, firm: Wilson David Investment Advisors, city: Aiken, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172841/; rank: 47, crd: 174196, firm: Gordon Financial, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174196/; rank: 47, crd: 281087, firm: Twenty Fifty Capital, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281087/; rank: 47, crd: 281305, firm: Lang Capital, city: Bluffton, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281305/; rank: 47, crd: 281814, firm: Tidehaven Wealth, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281814/; rank: 47, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281943/; rank: 47, crd: 282853, firm: Cairn Investor Services, city: Myrtle Beach, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282853/; rank: 47, crd: 285091, firm: Oak Capital Advisors, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285091/; rank: 47, crd: 285945, firm: Hilton Head Wealth Advisors, LLC, city: Bluffton, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285945/; rank: 47, crd: 286121, firm: Alere Planning LLC, city: Isle of Palms, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286121/; rank: 47, crd: 288510, firm: Meridian Financial Advisory LLC, city: Murrells Inlet, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288510/; rank: 47, crd: 289291, firm: Sweetgrass Financial Planning, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289291/; rank: 47, crd: 289496, firm: Wildes Financial Strategies, Inc, city: Georgetown, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289496/; rank: 47, crd: 289524, firm: Baker Asset Management, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289524/; rank: 47, crd: 291032, firm: Mosaic Wealth Strategies LLC, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291032/; rank: 47, crd: 293982, firm: Harvest Financial Planning, LLC, city: Fort Mill, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293982/; rank: 47, crd: 297500, firm: MTM Investment Management, LLC, city: Spartanburg, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297500/; rank: 47, crd: 299396, firm: The Retirement Solutions Group, city: Travelers Rest, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299396/; rank: 47, crd: 305183, firm: Intrepid Eagle Finance LLC, city: Clover, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305183/; rank: 47, crd: 306130, firm: Multipath Wealth Management, city: Columbia, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306130/; rank: 47, crd: 306227, firm: Alloy Investment Management, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306227/; rank: 47, crd: 306239, firm: Apricus Wealth LLC, city: Beaufort, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306239/; rank: 47, crd: 306661, firm: Core Advisory Group, city: Rock Hill, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306661/; rank: 47, crd: 306845, firm: CMC Wealth Management, LLC, city: Lexington, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306845/; rank: 47, crd: 307369, firm: Black Dog Financial Planning LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307369/; rank: 47, crd: 309954, firm: Greenville Capital, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309954/; rank: 47, crd: 314116, firm: Wolff Financial, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314116/; rank: 47, crd: 314496, firm: Harbour Wealth Management Group, Inc., city: Daniel Island, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314496/; rank: 47, crd: 318698, firm: DBA Big Money Retirement and Big Retirement, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318698/; rank: 47, crd: 319565, firm: Charleston Wealth Advisors, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319565/; rank: 47, crd: 322064, firm: Ballast Rock Private Wealth, city: Charleston, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322064/; rank: 47, crd: 323599, firm: Time & Wealth Management, LLC, city: Charleston, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323599/; rank: 47, crd: 324003, firm: Capital Wealth Group LLC, city: Columbia, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324003/; rank: 47, crd: 324019, firm: Blackhawk Financial Advisors, city: Columbia, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324019/; rank: 47, crd: 324792, firm: Mullooly Wealth Planning LLC, city: Clover, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324792/; rank: 47, crd: 325740, firm: Flourish Financial Life Planning, city: Anderson, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325740/; rank: 47, crd: 328235, firm: Flowrate Financial, LLC, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328235/; rank: 47, crd: 329133, firm: Kingsley Financial, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329133/; rank: 47, crd: 329780, firm: Lifepath Advisors, LLC, city: Bluffton, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329780/; rank: 47, crd: 331293, firm: Telos Capital Partners, city: Mount Pleasant, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331293/; rank: 47, crd: 331310, firm: Gugle Wealth Advisory, city: Indian Land, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331310/; rank: 47, crd: 331701, firm: Southbound Wealth LLC, city: Rock Hill, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331701/; rank: 47, crd: 332158, firm: Fowler Wealth Management, city: Lake City, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332158/; rank: 47, crd: 332359, firm: Integritas Wealth Strategies, LLC, city: Charleston, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332359/; rank: 47, crd: 333107, firm: Harper Financial Planning, city: Chapin, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333107/; rank: 47, crd: 334935, firm: Calidris Financial, LLC, city: Charleston, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334935/; rank: 47, crd: 338146, firm: Yellow Oak Financial Planning, LLC, city: Simpsonville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338146/; rank: 47, crd: 338227, firm: Coastline Complete Wealth LLC, city: Bluffton, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338227/; rank: 47, crd: 339377, firm: Insight Tax & Finance LLC, city: Greenville, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339377/; rank: 47, crd: 339498, firm: Fountainhead Wealth Planning, city: Clemson, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339498/; rank: 47, crd: 340420, firm: Stauffer Financial, LLC, city: Rock Hill, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340420/; rank: 47, crd: 340812, firm: Resettle Wealth, city: Myrtle Beach, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340812/; rank: 47, crd: 340998, firm: Wealth Intelligently Navigated, LLC, city: Greer, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340998/; rank: 47, crd: 342980, firm: Emerald Wealth, city: Daufuskie Island, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342980/; rank: 47, crd: 343039, firm: Yourvalues Wealth Counsel, LLC, city: Charleston, state: SC, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343039/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/south-carolina/

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