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AdvisorIQ

Ranking, South Carolina

Independent RIAs with the most high net worth clients 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 high net worth clients, with 2,697.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Most high net worth clients
1 Apollon Wealth Management, LLC Mount Pleasant 2,697
2 The Fiduciary Alliance Greenville 2,388
3 Foster Victor Greenville 734
4 Apollon Financial, LLC Mount Pleasant 429
5 Cornerstone Alternatives Greenville 410
6 Bna Wealth Rock Hill 388
7 Colonial Trust Advisors, Inc. Spartanburg 356
8 Core Advisory Group Rock Hill 268
9 Verity Investment Partners Beaufort 264
10 Abacus Planning Group, Inc. Columbia 255
11 Discipline Wealth Solutions, Inc. Greenville 246
12 Anchor Investment Management Columbia 239
13 MTM Investment Management, LLC Spartanburg 238
14 Wealth Intelligently Navigated, LLC Greer 225
15 Global View Investment Advisors, LLC Greenville 219
16 Wealth Management Advisors, LLC Greenville 205
17 Burkett Financial Services, LLC Rock Hill 197
18 Jackson Financial Services, LLC Mount Pleasant 174
19 Oceanside Advisors LLC Mount Pleasant 170
20 Bca Private Wealth, Inc. Greenville 167
21 Goepper Burkhardt LLC Greenville 141
22 Hobbs Group Advisors LLC Columbia 140
23 CCM Investment Advisers, LLC Columbia 137
24 Carolina Wealth Advisors Myrtle Beach 128
25 Catawba River Capital Lake Wylie 118
25 Fusion Capital, LLC Mount Pleasant 118
27 Morris Financial Concepts, Inc. Mount Pleasant 117
28 Headland Capital Mount Pleasant 116
29 Curran Financial Partners, LLC Daniel Island 115
30 Stokes Capital Advisors, LLC Greenwood 110
31 Five Mile River Investment Management, LLC Okatie 108
32 Gunderson Capital Management Mount Pleasant 107
33 Beers Kight Financial Advisors, LLC Columbia 100
34 Copperleaf Capital, LLC Clover 98
35 Hilton Head Capital Partners, LLC Hilton Head Island 95
35 Ballast Rock Private Wealth Charleston 95
37 Hardin Capital Partners, LLC Greenville 94
38 Fee-Only Financial Planning, L.C. Okatie 93
38 Runey & Associates Wealth Management Mount Pleasant 93
40 Blue Bear Financial, LLC Mount Pleasant 91
41 Magnolia Financial Planning Services, Inc. Seneca 88
41 Charleston Financial Advisors, LLC Charleston 88
43 Hanover Advisors, Inc Seneca 82
43 Nicholson Wealth Management Group Charleston 82
45 Saos Capital, LLC Mount Pleasant 80
46 Apricus Wealth LLC Beaufort 79
47 Allison Investment Management, LLC Columbia 78
47 Norris Financial Group, LLC Greenville 78
47 DBA Big Money Retirement and Big Retirement Greenville 78
50 Concorde Financial Resources York 74
51 Websterrogers Financial Advisors, LLC Florence 73
52 JP Wealth Management, Inc. Mount Pleasant 71
52 HMS Financial Services, LLC Columbia 71
52 Riverbend Wealth Management, LLC Myrtle Beach 71
55 Oak Advisors, LLC Bluffton 69
56 Warren Capital Group Charleston 67
57 Coastline Complete Wealth LLC Bluffton 65
58 Family Legacy, Inc. Greenville 64
58 Alere Planning LLC Isle of Palms 64
60 Trunorth Advisors Greenville 63
61 Capasso Planning Partners LLC Charleston 60
62 The Bedminster Group Bluffton 59
63 Van Der Noord Financial Advisors, Inc. Greer 58
64 Idle Hill Advisors LLC Greenville 57
65 Objectivity Squared Wealth Management Charleston 55
65 Harbour Wealth Management Group, Inc. Daniel Island 55
67 Wallick Investments, LLC Columbia 53
68 Anderson Griggs Investments Rock Hill 51
69 Dividend Assets Capital, LLC Ridgeland 49
69 Convergent Financial Group Mount Pleasant 49
71 Keen Capital, Ltd Chapin 48
71 Tidehaven Wealth, LLC Mount Pleasant 48
71 Carroll Investors, Inc. Mount Pleasant 48
74 Davinci Financial Designs Columbia 44
75 Intentional Fort Mill 42
76 D C Voss & Company, LLC Hilton Head Islland 40
76 Oak Street Advisors Myrtle Beach 40
76 Graylark Financial, LLC Bluffton 40
79 Hilton Head Financial Advisors, Inc. Hilton Head 39
79 Permcap Investment Office Charleston 39
81 Generouswealth, LLC Summerville 38
81 Greenville Capital Greenville 38
83 Tidal Creek Capital Advisors Bluffton 37
83 Charleston Wealth Advisors Mount Pleasant 37
85 Oak Capital Advisors, LLC Mount Pleasant 36
86 Imprint Wealth LLC Mount Pleasant 35
87 Macaulay & Associates, LLC Fort Mill 33
88 Lang Capital Bluffton 31
88 Metis Wealth Management & Planning LLC Bluffton 31
90 Wingstem Wealth, LLC West Columbia 29
90 Telos Capital Partners Mount Pleasant 29
92 Blue Granite Capital, LLC Charleston 28
93 Bowen Wealth Mount Pleasant 27
94 Red Triangle, LLC Mount Pleasant 26
94 Coastal Wealth Advisors, LLC Johns Island 26
94 Wildes Financial Strategies, Inc Georgetown 26
97 The Cavanaugh Group Inc Kiawah Island 24
97 Seastrunk Financial Management, LLC Florence 24
97 M Capital Wealth Management, LLC Cheraw 24
100 Hardwick Capital Management, LLC Pawleys Island 23
100 Advanced Planning, Inc. Greenville 23
100 Matthews Wealth Management LLC Greenville 23
100 Advisor.com Charleston 23

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

More rankings

Most high net worth clients 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.