City
Wealth management firms in Columbia, South Carolina
As of October 2, 2026, 23 wealth management firms, including broker-dealer firms, with their main office in Columbia, South Carolina reported $6.9 billion in regulatory assets under management; the largest by assets was Abacus Planning Group, Inc., with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 23
- Regulatory assets under management
- $6.9 billion
- Average per firm
- $300.5 million
- SEC-registered, of those listed
- 9 of 23 (39.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Abacus Planning Group, Inc. | SEC | $2.2 billion | 2,854 |
| 2 | CCM Investment Advisers, LLC | SEC | $1.5 billion | 1,235 |
| 3 | Anchor Investment Management | SEC | $1.5 billion | 2,159 |
| 4 | Hobbs Group Advisors LLC | SEC | $584.4 million | 1,329 |
| 5 | Davinci Financial Designs | SEC | $222.8 million | 1,250 |
| 6 | Beers Kight Financial Advisors, LLC | SEC | $179.4 million | 264 |
| 7 | Allison Investment Management, LLC | SEC | $170.4 million | 291 |
| 8 | Wallick Investments, LLC | SEC | $168.3 million | 517 |
| 9 | HMS Financial Services, LLC | SEC | $118.5 million | 228 |
| 10 | Pendleton Street Advisors, LLC | State | $83.2 million | 152 |
| 11 | Bailey & Associates Investment MGT. and Financial Planning LLC | State | $32.0 million | 110 |
| 12 | A. J. Brooker Financial Associates | State | $27.8 million | 105 |
| 13 | Capital Wealth Group LLC | State | $23.9 million | 116 |
| 14 | WCP Capital Management LLC | State | $22.0 million | 44 |
| 15 | Blackhawk Financial Advisors | State | $20.1 million | 109 |
| 16 | Rex Management LLC | State | $13.2 million | 25 |
| 17 | H I Management Services Inc. | State | $6.0 million | 93 |
| 18 | Multipath Wealth Management | State | $5.5 million | 50 |
| 19 | Schooner Wealth Management | State | $5.0 million | 9 |
| 20 | TS. Mitchell Financial, LLC. | State | $3.5 million | 26 |
| 21 | South Carolina Wealth Management Group, LLC | State | $2.2 million | 41 |
| 22 | Barbco Financial | State | $1.3 million | 1 |
| 23 | Hall Asset Management Group, Inc. | State | $0 | 0 |
Wealth management firms in South Carolina, including every city.
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.