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AdvisorIQ

Ranking, South Carolina

Wealth firms with the most high net worth clients, including broker-dealer firms in South Carolina

As of October 2, 2026, LPL Financial LLC ranked #1 in South Carolina in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 671,511.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 LPL Financial LLC Broker-dealer affiliated Fort Mill 671,511
2 LPL Enterprise, LLC Broker-dealer affiliated Fort Mill 22,822
3 Apollon Wealth Management, LLC Mount Pleasant 2,697
4 The Fiduciary Alliance Greenville 2,388
5 Foster Victor Greenville 734
6 Apollon Financial, LLC Mount Pleasant 429
7 Cornerstone Alternatives Greenville 410
8 Bna Wealth Rock Hill 388
9 Colonial Trust Advisors, Inc. Spartanburg 356
10 Core Advisory Group Rock Hill 268
11 Verity Investment Partners Beaufort 264
12 Abacus Planning Group, Inc. Columbia 255
13 Discipline Wealth Solutions, Inc. Greenville 246
14 Anchor Investment Management Columbia 239
15 MTM Investment Management, LLC Spartanburg 238
16 Wealth Intelligently Navigated, LLC Greer 225
17 Global View Investment Advisors, LLC Greenville 219
18 Wealth Management Advisors, LLC Greenville 205
19 Burkett Financial Services, LLC Rock Hill 197
20 Jackson Financial Services, LLC Mount Pleasant 174
21 Oceanside Advisors LLC Mount Pleasant 170
22 Bca Private Wealth, Inc. Greenville 167
23 Goepper Burkhardt LLC Greenville 141
24 Hobbs Group Advisors LLC Columbia 140
25 CCM Investment Advisers, LLC Columbia 137
26 Carolina Wealth Advisors Myrtle Beach 128
27 Catawba River Capital Lake Wylie 118
27 Fusion Capital, LLC Mount Pleasant 118
29 Morris Financial Concepts, Inc. Mount Pleasant 117
30 Headland Capital Mount Pleasant 116
31 Curran Financial Partners, LLC Daniel Island 115
32 Stokes Capital Advisors, LLC Greenwood 110
33 Five Mile River Investment Management, LLC Okatie 108
34 Gunderson Capital Management Mount Pleasant 107
35 Beers Kight Financial Advisors, LLC Columbia 100
36 Copperleaf Capital, LLC Clover 98
37 Hilton Head Capital Partners, LLC Hilton Head Island 95
37 Ballast Rock Private Wealth Charleston 95
39 Hardin Capital Partners, LLC Greenville 94
40 Fee-Only Financial Planning, L.C. Okatie 93
40 Runey & Associates Wealth Management Mount Pleasant 93
42 Blue Bear Financial, LLC Mount Pleasant 91
43 Magnolia Financial Planning Services, Inc. Seneca 88
43 Charleston Financial Advisors, LLC Charleston 88
45 Hanover Advisors, Inc Seneca 82
45 Nicholson Wealth Management Group Charleston 82
47 Saos Capital, LLC Mount Pleasant 80
48 Apricus Wealth LLC Beaufort 79
49 Allison Investment Management, LLC Columbia 78
49 Norris Financial Group, LLC Greenville 78
49 DBA Big Money Retirement and Big Retirement Greenville 78
52 Greenwood Capital Associates, LLC Broker-dealer affiliated Greenwood 76
53 Concorde Financial Resources York 74
53 360 Financial Partners, LLC Broker-dealer affiliated Mount Pleasant 74
55 Websterrogers Financial Advisors, LLC Florence 73
56 JP Wealth Management, Inc. Mount Pleasant 71
56 HMS Financial Services, LLC Columbia 71
56 Riverbend Wealth Management, LLC Myrtle Beach 71
59 Oak Advisors, LLC Bluffton 69
60 Warren Capital Group Charleston 67
61 Coastline Complete Wealth LLC Bluffton 65
62 Family Legacy, Inc. Greenville 64
62 Alere Planning LLC Isle of Palms 64
64 Trunorth Advisors Greenville 63
65 Capasso Planning Partners LLC Charleston 60
66 The Bedminster Group Bluffton 59
67 Van Der Noord Financial Advisors, Inc. Greer 58
68 Idle Hill Advisors LLC Greenville 57
69 Objectivity Squared Wealth Management Charleston 55
69 Harbour Wealth Management Group, Inc. Daniel Island 55
71 Wallick Investments, LLC Columbia 53
72 Anderson Griggs Investments Rock Hill 51
73 Dividend Assets Capital, LLC Ridgeland 49
73 Convergent Financial Group Mount Pleasant 49
75 Keen Capital, Ltd Chapin 48
75 Tidehaven Wealth, LLC Mount Pleasant 48
75 Carroll Investors, Inc. Mount Pleasant 48
78 J. Freeman & Associates Broker-dealer affiliated Greenville 45
79 Davinci Financial Designs Columbia 44
80 Intentional Fort Mill 42
81 D C Voss & Company, LLC Hilton Head Islland 40
81 Oak Street Advisors Myrtle Beach 40
81 Graylark Financial, LLC Bluffton 40
84 Hilton Head Financial Advisors, Inc. Hilton Head 39
84 Permcap Investment Office Charleston 39
86 Generouswealth, LLC Summerville 38
86 Greenville Capital Greenville 38
88 Tidal Creek Capital Advisors Bluffton 37
88 Charleston Wealth Advisors Mount Pleasant 37
90 Oak Capital Advisors, LLC Mount Pleasant 36
91 Imprint Wealth LLC Mount Pleasant 35
92 Macaulay & Associates, LLC Fort Mill 33
93 Lang Capital Bluffton 31
93 Metis Wealth Management & Planning LLC Bluffton 31
95 Wingstem Wealth, LLC West Columbia 29
95 Telos Capital Partners Mount Pleasant 29
97 Blue Granite Capital, LLC Charleston 28
98 Bowen Wealth Mount Pleasant 27
99 Red Triangle, LLC Mount Pleasant 26
99 Coastal Wealth Advisors, LLC Johns Island 26
99 Wildes Financial Strategies, Inc Georgetown 26

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.