# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: South Carolina
- firms_listed: 103
- rows: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, state: SC, value: 2697, 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: 2388, 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: 734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283656/; rank: 4, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, state: SC, value: 429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321217/; rank: 5, crd: 330043, firm: Cornerstone Alternatives, city: Greenville, state: SC, value: 410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330043/; rank: 6, crd: 39326, firm: Bna Wealth, city: Rock Hill, state: SC, value: 388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/39326/; rank: 7, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, state: SC, value: 356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110257/; rank: 8, crd: 306661, firm: Core Advisory Group, city: Rock Hill, state: SC, value: 268, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306661/; rank: 9, crd: 119630, firm: Verity Investment Partners, city: Beaufort, state: SC, value: 264, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119630/; rank: 10, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, state: SC, value: 255, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107994/; rank: 11, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, state: SC, value: 246, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315846/; rank: 12, crd: 135296, firm: Anchor Investment Management, city: Columbia, state: SC, value: 239, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135296/; rank: 13, crd: 297500, firm: MTM Investment Management, LLC, city: Spartanburg, state: SC, value: 238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297500/; rank: 14, crd: 340998, firm: Wealth Intelligently Navigated, LLC, city: Greer, state: SC, value: 225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340998/; rank: 15, crd: 145499, firm: Global View Investment Advisors, LLC, city: Greenville, state: SC, value: 219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145499/; rank: 16, crd: 171260, firm: Wealth Management Advisors, LLC, city: Greenville, state: SC, value: 205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171260/; rank: 17, crd: 140168, firm: Burkett Financial Services, LLC, city: Rock Hill, state: SC, value: 197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140168/; rank: 18, crd: 132252, firm: Jackson Financial Services, LLC, city: Mount Pleasant, state: SC, value: 174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132252/; rank: 19, crd: 170307, firm: Oceanside Advisors LLC, city: Mount Pleasant, state: SC, value: 170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170307/; rank: 20, crd: 140913, firm: Bca Private Wealth, Inc., city: Greenville, state: SC, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140913/; rank: 21, crd: 127896, firm: Goepper Burkhardt LLC, city: Greenville, state: SC, value: 141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127896/; rank: 22, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, state: SC, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157274/; rank: 23, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, state: SC, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105743/; rank: 24, crd: 288837, firm: Carolina Wealth Advisors, city: Myrtle Beach, state: SC, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288837/; rank: 25, crd: 134217, firm: Catawba River Capital, city: Lake Wylie, state: SC, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134217/; rank: 25, crd: 154726, firm: Fusion Capital, LLC, city: Mount Pleasant, state: SC, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154726/; rank: 27, crd: 114862, firm: Morris Financial Concepts, Inc., city: Mount Pleasant, state: SC, value: 117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114862/; rank: 28, crd: 332277, firm: Headland Capital, city: Mount Pleasant, state: SC, value: 116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332277/; rank: 29, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, state: SC, value: 115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281943/; rank: 30, crd: 281278, firm: Stokes Capital Advisors, LLC, city: Greenwood, state: SC, value: 110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281278/; rank: 31, crd: 125964, firm: Five Mile River Investment Management, LLC, city: Okatie, state: SC, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125964/; rank: 32, crd: 140795, firm: Gunderson Capital Management, city: Mount Pleasant, state: SC, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140795/; rank: 33, crd: 160286, firm: Beers Kight Financial Advisors, LLC, city: Columbia, state: SC, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160286/; rank: 34, crd: 117823, firm: Copperleaf Capital, LLC, city: Clover, state: SC, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117823/; rank: 35, crd: 299375, firm: Hilton Head Capital Partners, LLC, city: Hilton Head Island, state: SC, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299375/; rank: 35, crd: 322064, firm: Ballast Rock Private Wealth, city: Charleston, state: SC, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322064/; rank: 37, crd: 153023, firm: Hardin Capital Partners, LLC, city: Greenville, state: SC, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153023/; rank: 38, crd: 108365, firm: Fee-Only Financial Planning, L.C., city: Okatie, state: SC, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108365/; rank: 38, crd: 171271, firm: Runey & Associates Wealth Management, city: Mount Pleasant, state: SC, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171271/; rank: 40, crd: 331226, firm: Blue Bear Financial, LLC, city: Mount Pleasant, state: SC, value: 91, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331226/; rank: 41, crd: 135759, firm: Magnolia Financial Planning Services, Inc., city: Seneca, state: SC, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135759/; rank: 41, crd: 137536, firm: Charleston Financial Advisors, LLC, city: Charleston, state: SC, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137536/; rank: 43, crd: 119655, firm: Hanover Advisors, Inc, city: Seneca, state: SC, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119655/; rank: 43, crd: 327001, firm: Nicholson Wealth Management Group, city: Charleston, state: SC, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327001/; rank: 45, crd: 159515, firm: Saos Capital, LLC, city: Mount Pleasant, state: SC, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159515/; rank: 46, crd: 306239, firm: Apricus Wealth LLC, city: Beaufort, state: SC, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306239/; rank: 47, crd: 124645, firm: Allison Investment Management, LLC, city: Columbia, state: SC, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124645/; rank: 47, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, state: SC, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129422/; rank: 47, crd: 318698, firm: DBA Big Money Retirement and Big Retirement, city: Greenville, state: SC, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318698/; rank: 50, crd: 117836, firm: Concorde Financial Resources, city: York, state: SC, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117836/; rank: 51, crd: 121006, firm: Websterrogers Financial Advisors, LLC, city: Florence, state: SC, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121006/; rank: 52, crd: 129475, firm: JP Wealth Management, Inc., city: Mount Pleasant, state: SC, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129475/; rank: 52, crd: 131569, firm: HMS Financial Services, LLC, city: Columbia, state: SC, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131569/; rank: 52, crd: 302031, firm: Riverbend Wealth Management, LLC, city: Myrtle Beach, state: SC, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302031/; rank: 55, crd: 137192, firm: Oak Advisors, LLC, city: Bluffton, state: SC, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137192/; rank: 56, crd: 137449, firm: Warren Capital Group, city: Charleston, state: SC, value: 67, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137449/; rank: 57, crd: 338227, firm: Coastline Complete Wealth LLC, city: Bluffton, state: SC, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338227/; rank: 58, crd: 110945, firm: Family Legacy, Inc., city: Greenville, state: SC, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110945/; rank: 58, crd: 286121, firm: Alere Planning LLC, city: Isle of Palms, state: SC, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286121/; rank: 60, crd: 304558, firm: Trunorth Advisors, city: Greenville, state: SC, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304558/; rank: 61, crd: 294673, firm: Capasso Planning Partners LLC, city: Charleston, state: SC, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294673/; rank: 62, crd: 118794, firm: The Bedminster Group, city: Bluffton, state: SC, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118794/; rank: 63, crd: 135556, firm: Van Der Noord Financial Advisors, Inc., city: Greer, state: SC, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135556/; rank: 64, crd: 317040, firm: Idle Hill Advisors LLC, city: Greenville, state: SC, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317040/; rank: 65, crd: 311052, firm: Objectivity Squared Wealth Management, city: Charleston, state: SC, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311052/; rank: 65, crd: 314496, firm: Harbour Wealth Management Group, Inc., city: Daniel Island, state: SC, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314496/; rank: 67, crd: 162976, firm: Wallick Investments, LLC, city: Columbia, state: SC, value: 53, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162976/; rank: 68, crd: 110313, firm: Anderson Griggs Investments, city: Rock Hill, state: SC, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110313/; rank: 69, crd: 129973, firm: Dividend Assets Capital, LLC, city: Ridgeland, state: SC, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129973/; rank: 69, crd: 290052, firm: Convergent Financial Group, city: Mount Pleasant, state: SC, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290052/; rank: 71, crd: 145023, firm: Keen Capital, Ltd, city: Chapin, state: SC, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145023/; rank: 71, crd: 281814, firm: Tidehaven Wealth, LLC, city: Mount Pleasant, state: SC, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281814/; rank: 71, crd: 311180, firm: Carroll Investors, Inc., city: Mount Pleasant, state: SC, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311180/; rank: 74, crd: 163362, firm: Davinci Financial Designs, city: Columbia, state: SC, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163362/; rank: 75, crd: 318570, firm: Intentional, city: Fort Mill, state: SC, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318570/; rank: 76, crd: 123392, firm: D C Voss & Company, LLC, city: Hilton Head Islland, state: SC, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123392/; rank: 76, crd: 139400, firm: Oak Street Advisors, city: Myrtle Beach, state: SC, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139400/; rank: 76, crd: 325833, firm: Graylark Financial, LLC, city: Bluffton, state: SC, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325833/; rank: 79, crd: 140249, firm: Hilton Head Financial Advisors, Inc., city: Hilton Head, state: SC, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140249/; rank: 79, crd: 157476, firm: Permcap Investment Office, city: Charleston, state: SC, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157476/; rank: 81, crd: 308263, firm: Generouswealth, LLC, city: Summerville, state: SC, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308263/; rank: 81, crd: 309954, firm: Greenville Capital, city: Greenville, state: SC, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309954/; rank: 83, crd: 287840, firm: Tidal Creek Capital Advisors, city: Bluffton, state: SC, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287840/; rank: 83, crd: 319565, firm: Charleston Wealth Advisors, city: Mount Pleasant, state: SC, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319565/; rank: 85, crd: 285091, firm: Oak Capital Advisors, LLC, city: Mount Pleasant, state: SC, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285091/; rank: 86, crd: 322130, firm: Imprint Wealth LLC, city: Mount Pleasant, state: SC, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322130/; rank: 87, crd: 144717, firm: Macaulay & Associates, LLC, city: Fort Mill, state: SC, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144717/; rank: 88, crd: 281305, firm: Lang Capital, city: Bluffton, state: SC, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281305/; rank: 88, crd: 305086, firm: Metis Wealth Management & Planning LLC, city: Bluffton, state: SC, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305086/; rank: 90, crd: 322337, firm: Wingstem Wealth, LLC, city: West Columbia, state: SC, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322337/; rank: 90, crd: 331293, firm: Telos Capital Partners, city: Mount Pleasant, state: SC, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331293/; rank: 92, crd: 125607, firm: Blue Granite Capital, LLC, city: Charleston, state: SC, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125607/; rank: 93, crd: 315212, firm: Bowen Wealth, city: Mount Pleasant, state: SC, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315212/; rank: 94, crd: 147700, firm: Red Triangle, LLC, city: Mount Pleasant, state: SC, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147700/; rank: 94, crd: 174574, firm: Coastal Wealth Advisors, LLC, city: Johns Island, state: SC, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174574/; rank: 94, crd: 289496, firm: Wildes Financial Strategies, Inc, city: Georgetown, state: SC, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289496/; rank: 97, crd: 105931, firm: The Cavanaugh Group Inc, city: Kiawah Island, state: SC, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105931/; rank: 97, crd: 149660, firm: Seastrunk Financial Management, LLC, city: Florence, state: SC, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149660/; rank: 97, crd: 155303, firm: M Capital Wealth Management, LLC, city: Cheraw, state: SC, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155303/; rank: 100, crd: 127719, firm: Hardwick Capital Management, LLC, city: Pawleys Island, state: SC, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127719/; rank: 100, crd: 158753, firm: Advanced Planning, Inc., city: Greenville, state: SC, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158753/; rank: 100, crd: 291443, firm: Matthews Wealth Management LLC, city: Greenville, state: SC, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291443/; rank: 100, crd: 318823, firm: Advisor.com, city: Charleston, state: SC, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318823/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/south-carolina/

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