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Independent RIAs in South Carolina

As of October 2, 2026, 283 independent wealth management RIAs based in South Carolina reported $58.8 billion in regulatory assets under management; the largest by assets was Apollon Wealth Management, LLC, with $11.6 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
283
SEC-registered
92
State-registered
191
Regulatory assets under management
$58.8 billion
Client accounts
132,264
Median firm size
$46.0 million
Broker-dealer affiliated firms, not included
7, with $846.2 billion

South Carolina requires IAR continuing education, in effect since 2023. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in South Carolina.

Top firms in South Carolina

Largest independent RIAs by assets under management

Rank Firm City RAUM
1 Apollon Wealth Management, LLC Mount Pleasant $11.6 billion
2 Permcap Investment Office Charleston $4.0 billion
3 Foster Victor Greenville $2.6 billion
4 The Fiduciary Alliance Greenville $2.5 billion
5 Abacus Planning Group, Inc. Columbia $2.2 billion
6 Colonial Trust Advisors, Inc. Spartanburg $1.9 billion
7 CCM Investment Advisers, LLC Columbia $1.5 billion
8 Anchor Investment Management Columbia $1.5 billion
9 Apollon Financial, LLC Mount Pleasant $1.4 billion
10 Verity Investment Partners Beaufort $1.4 billion

Top 100 in South Carolina

Fastest-growing independent RIAs over one year

Rank Firm City Growth Starting value
1 Discipline Wealth Solutions, Inc. Greenville 136.1% $316.3 million
2 Ballast Rock Private Wealth Charleston 70.3% $238.2 million
3 Apollon Financial, LLC Mount Pleasant 62.5% $890.4 million
4 Hilton Head Capital Partners, LLC Hilton Head Island 61.4% $253.8 million
5 Trunorth Advisors Greenville 59.4% $188.7 million
6 Apollon Wealth Management, LLC Mount Pleasant 49.8% $7.7 billion
7 Wallick Investments, LLC Columbia 49.7% $112.4 million
8 Norris Financial Group, LLC Greenville 40.3% $251.6 million
9 Harbour Wealth Management Group, Inc. Daniel Island 39.1% $191.3 million
10 Headland Capital Mount Pleasant 38.8% $403.0 million

Top 100 in South Carolina

Fastest-growing independent RIAs over three years

Rank Firm City Growth Starting value
1 Apollon Wealth Management, LLC Mount Pleasant 50.9% $3.4 billion
2 The Fiduciary Alliance Greenville 43.0% $864.8 million
3 Curran Financial Partners, LLC Daniel Island 32.9% $319.1 million
4 Carroll Investors, Inc. Mount Pleasant 29.1% $102.9 million
5 Norris Financial Group, LLC Greenville 28.8% $165.1 million
6 Foster Victor Greenville 28.6% $1.2 billion
7 Hobbs Group Advisors LLC Columbia 26.2% $291.0 million
8 Apricus Wealth LLC Beaufort 26.1% $167.4 million
9 Gunderson Capital Management Mount Pleasant 26.0% $197.8 million
10 Core Advisory Group Rock Hill 23.9% $177.7 million

Top 100 in South Carolina

Fastest-growing independent RIAs over five years

Rank Firm City Growth Starting value
1 The Fiduciary Alliance Greenville 52.9% $301.9 million
2 Apollon Wealth Management, LLC Mount Pleasant 49.2% $1.6 billion
3 Curran Financial Partners, LLC Daniel Island 34.9% $167.6 million
4 Foster Victor Greenville 29.0% $741.2 million
5 Bca Private Wealth, Inc. Greenville 21.7% $118.8 million
6 Hardin Capital Partners, LLC Greenville 21.6% $168.3 million
7 Hobbs Group Advisors LLC Columbia 21.3% $222.1 million
8 Verity Investment Partners Beaufort 20.0% $561.3 million
9 Norris Financial Group, LLC Greenville 16.9% $161.9 million
10 Bna Wealth Rock Hill 16.9% $284.4 million

Top 100 in South Carolina

Independent RIAs with the biggest asset gains over one year

Rank Firm City Increase
1 Apollon Wealth Management, LLC Mount Pleasant $3.8 billion
2 The Fiduciary Alliance Greenville $604.3 million
3 Apollon Financial, LLC Mount Pleasant $556.6 million
4 Foster Victor Greenville $491.6 million
5 Discipline Wealth Solutions, Inc. Greenville $430.4 million
6 Abacus Planning Group, Inc. Columbia $256.8 million
7 CCM Investment Advisers, LLC Columbia $231.5 million
8 Verity Investment Partners Beaufort $193.7 million
9 Colonial Trust Advisors, Inc. Spartanburg $183.2 million
10 Ballast Rock Private Wealth Charleston $167.5 million

Top 100 in South Carolina

Independent RIAs with the most clients

Rank Firm City Most clients
1 The Fiduciary Alliance Greenville 8,964
2 Apollon Wealth Management, LLC Mount Pleasant 8,586
3 Discipline Wealth Solutions, Inc. Greenville 1,946
4 Foster Victor Greenville 1,734
5 Curran Financial Partners, LLC Daniel Island 1,315
6 Apollon Financial, LLC Mount Pleasant 1,267
7 Core Advisory Group Rock Hill 1,177
8 Trunorth Advisors Greenville 1,107
9 Colonial Trust Advisors, Inc. Spartanburg 959
10 CCM Investment Advisers, LLC Columbia 916

Top 100 in South Carolina

Independent RIAs with the fastest client growth over one year

Rank Firm City Growth Starting value
1 Intentional Fort Mill 135.3% 170
2 Hilton Head Capital Partners, LLC Hilton Head Island 78.0% 377
3 Apollon Financial, LLC Mount Pleasant 52.1% 833
4 Discipline Wealth Solutions, Inc. Greenville 47.8% 1,317
5 Goepper Burkhardt LLC Greenville 36.9% 179
6 The Fiduciary Alliance Greenville 34.6% 6,662
7 Wallick Investments, LLC Columbia 31.6% 231
8 Apollon Wealth Management, LLC Mount Pleasant 23.2% 6,970
9 Catawba River Capital Lake Wylie 18.0% 233
10 Riverbend Wealth Management, LLC Myrtle Beach 15.3% 163

Top 100 in South Carolina

Independent RIAs with the most accounts

Rank Firm City Most accounts
1 Apollon Wealth Management, LLC Mount Pleasant 24,984
2 The Fiduciary Alliance Greenville 9,155
3 Foster Victor Greenville 6,830
4 Abacus Planning Group, Inc. Columbia 2,854
5 Apollon Financial, LLC Mount Pleasant 2,819
6 Trunorth Advisors Greenville 2,435
7 Headland Capital Mount Pleasant 2,281
8 Anchor Investment Management Columbia 2,159
9 Colonial Trust Advisors, Inc. Spartanburg 2,093
10 Advisor.com Charleston 2,029

Top 100 in South Carolina

Independent RIAs with the most advisory staff

Rank Firm City Most advisory staff
1 Apollon Wealth Management, LLC Mount Pleasant 115
2 The Fiduciary Alliance Greenville 45
3 Foster Victor Greenville 18
3 Discipline Wealth Solutions, Inc. Greenville 18
3 Apollon Financial, LLC Mount Pleasant 18
6 Colonial Trust Advisors, Inc. Spartanburg 15
7 Verity Investment Partners Beaufort 13
8 Headland Capital Mount Pleasant 12
9 Family Legacy, Inc. Greenville 10
9 Anchor Investment Management Columbia 10

Top 100 in South Carolina

Independent RIAs with the most high net worth clients

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

Top 100 in South Carolina

Independent RIAs with the most CFP professionals

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

Top 100 in South Carolina

Newest independent RIAs

Rank Firm City Amount
1 Wealth Intelligently Navigated, LLC Greer $532.9 million
2 Coastline Complete Wealth LLC Bluffton $213.6 million
3 Blue Bear Financial, LLC Mount Pleasant $147.4 million
4 DBA Big Money Retirement and Big Retirement Greenville $147.1 million
5 Southeast Financial Advisors Greenville $133.0 million
6 Oak Street Advisors Myrtle Beach $126.2 million
7 Tidal Creek Capital Advisors Bluffton $126.0 million
8 Tidehaven Wealth, LLC Mount Pleasant $125.0 million
9 Generouswealth, LLC Summerville $110.4 million
10 Blue Granite Capital, LLC Charleston $108.8 million

Top 100 in South Carolina

Over time

From the SEC's yearly files: SEC-registered independent RIAs based in South Carolina, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
025507510020182020202120232024202692October 1, 2018: 41October 1, 2019: 43October 1, 2020: 48October 4, 2021: 55October 3, 2022: 64October 5, 2023: 62October 1, 2024: 67September 2, 2025: 72October 2, 2026: 92
Data table
As ofFirms
October 1, 201841
October 1, 201943
October 1, 202048
October 4, 202155
October 3, 202264
October 5, 202362
October 1, 202467
September 2, 202572
October 2, 202692
Regulatory assets under managementSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$20B$40B$60B201820202021202320242026$54.8BOctober 1, 2018: $12.1 billionOctober 1, 2019: $12.3 billionOctober 1, 2020: $16.2 billionOctober 4, 2021: $21.0 billionOctober 3, 2022: $23.9 billionOctober 5, 2023: $23.0 billionOctober 1, 2024: $29.9 billionSeptember 2, 2025: $41.2 billionOctober 2, 2026: $54.8 billion
Data table
As ofRegulatory assets under management
October 1, 2018$12.1 billion
October 1, 2019$12.3 billion
October 1, 2020$16.2 billion
October 4, 2021$21.0 billion
October 3, 2022$23.9 billion
October 5, 2023$23.0 billion
October 1, 2024$29.9 billion
September 2, 2025$41.2 billion
October 2, 2026$54.8 billion
Client accountsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
050K100K150K201820202021202320242026116KOctober 1, 2018: 32,815October 1, 2019: 35,789October 1, 2020: 43,504October 4, 2021: 51,162October 3, 2022: 59,181October 5, 2023: 76,457October 1, 2024: 91,783September 2, 2025: 95,362October 2, 2026: 116,044
Data table
As ofClient accounts
October 1, 201832,815
October 1, 201935,789
October 1, 202043,504
October 4, 202151,162
October 3, 202259,181
October 5, 202376,457
October 1, 202491,783
September 2, 202595,362
October 2, 2026116,044
Median firm size (RAUM)SEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$100M$200M$300M201820202021202320242026$293MOctober 1, 2018: $185.3 millionOctober 1, 2019: $196.9 millionOctober 1, 2020: $231.4 millionOctober 4, 2021: $237.8 millionOctober 3, 2022: $256.3 millionOctober 5, 2023: $244.4 millionOctober 1, 2024: $242.6 millionSeptember 2, 2025: $267.4 millionOctober 2, 2026: $292.8 million
Data table
As ofMedian firm size (RAUM)
October 1, 2018$185.3 million
October 1, 2019$196.9 million
October 1, 2020$231.4 million
October 4, 2021$237.8 million
October 3, 2022$256.3 million
October 5, 2023$244.4 million
October 1, 2024$242.6 million
September 2, 2025$267.4 million
October 2, 2026$292.8 million

The market in South Carolina now

Headline figures

MeasureIndependent RIAsSEC-registeredState-registered
Firms28392191
Regulatory assets under management$58.8 billion$54.8 billion$4.0 billion
Accounts132,264116,04416,220
Clients63,39852,67010,728
Employees1,293970323
Advisory employees834570264
Investment adviser representatives879619260
Median RAUM$46.0 million$292.8 million$16.3 million
Average RAUM$242.0 million$609.4 million$25.8 million

Firms by size

Advisers grouped by regulatory assets under management.

MeasureIndependent RIAsSEC-registeredState-registered
Firms under $100 million1542152
RAUM of firms under $100 million$3.9 billion$91.3 million$3.8 billion
Firms $100 million to $250 million37361
RAUM of firms $100 million to $250 million$5.8 billion$5.7 billion$106.0 million
Firms $250 million to $500 million30300
RAUM of firms $250 million to $500 million$11.0 billion$11.0 billion$0
Firms $500 million to $1 billion12120
RAUM of firms $500 million to $1 billion$7.4 billion$7.4 billion$0
Firms $1 billion to $5 billion990
RAUM of firms $1 billion to $5 billion$19.1 billion$19.1 billion$0
Firms $5 billion to $10 billion000
RAUM of firms $5 billion to $10 billion$0$0$0
Firms $10 billion and up110
RAUM of firms $10 billion and up$11.6 billion$11.6 billion$0

Concentration

How much of the market the largest advisers hold.

Concentration: independent RIAsAs of October 2, 2026.
Top 10 share of RAUM 52.2%
Top 100 share of RAUM 94.8%
MeasureIndependent RIAsSEC-registeredState-registered
Top 10 share of RAUM52.2%55.9%21.4%
Top 100 share of RAUM94.8%No data94.9%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: independent RIAsAs of October 2, 2026.
Charge a percentage of assets 94.0%
Charge hourly fees 51.9%
Charge subscription fees 1.4%
Charge fixed fees 60.4%
Receive commissions 1.8%
Charge performance-based fees 3.2%
Other compensation 8.1%
MeasureIndependent RIAsSEC-registeredState-registered
Charge a percentage of assets94.0%98.9%91.6%
Charge hourly fees51.9%52.2%51.8%
Charge subscription fees1.4%0.0%2.1%
Charge fixed fees60.4%59.8%60.7%
Receive commissions1.8%2.2%1.6%
Charge performance-based fees3.2%3.3%3.1%
Other compensation8.1%8.7%7.9%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

MeasureIndependent RIAsSEC-registeredState-registered
Have custody22.6%54.3%7.3%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

MeasureIndependent RIAsSEC-registeredState-registered
Broker-dealer affiliated0.7%2.2%0.0%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

MeasureIndependent RIAsSEC-registeredState-registered
New registrations371621
SuccessionsNo data0No data

Other measures

MeasureIndependent RIAsSEC-registeredState-registered
Firms reporting RAUM24390153
Discretionary RAUM$53.5 billion$50.1 billion$3.5 billion
CFP professionals26319073
25th percentile RAUM$10.4 million$161.6 million$5.5 million
75th percentile RAUM$195.2 million$499.1 million$44.8 million
90th percentile RAUM$491.4 million$1.4 billion$62.3 million
Average account size$444,570$472,638$243,756
Offer financial planning82.0%84.8%80.6%
RAUM growth, one yearNo data33.1%No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Cities with at least five independent RIAs.

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.