# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/south-carolina/

## Facts

- state: South Carolina
- code: SC
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 132264, firms: 283, median_raum: 46000000, raum: 58800578994, advisory_employees: 834, avg_account: 444569.792188351, band_100m_250m: 37, band_100m_250m_raum: 5821880944, band_10b_plus: 1, band_10b_plus_raum: 11563665739, band_1b_5b: 9, band_1b_5b_raum: 19109301451, band_250m_500m: 30, band_250m_500m_raum: 11004460982, band_500m_1b: 12, band_500m_1b_raum: 7362232608, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 154, band_lt100m_raum: 3939037270, bd_affiliated_share: 0.00706713780918728, cfp_professionals: 263, clients: 63398, custody_share: 0.226148409893993, employees: 1293, fee_aum_pct_share: 0.939929328621908, fee_commissions_share: 0.0176678445229682, fee_fixed_share: 0.604240282685512, fee_hourly_share: 0.519434628975265, fee_other_share: 0.0812720848056537, fee_performance_share: 0.0318021201413428, fee_subscription_share: 0.0141342756183746, financial_planning_share: 0.819787985865724, firms_with_raum: 243, iars: 879, mean_raum: 241977691.333333, new_firms: 37, p25_raum: 10437945.5, p75_raum: 195156176.5, p90_raum: 491430456.8, raum_discretionary: 53544885035, top100_share: 0.948349949865121, top10_share: 0.521643965327788, independent_sec: accounts: 116044, firms: 92, median_raum: 292775897.5, raum: 54846848897, advisory_employees: 570, avg_account: 472638.386275895, band_100m_250m: 36, band_100m_250m_raum: 5715880944, band_10b_plus: 1, band_10b_plus_raum: 11563665739, band_1b_5b: 9, band_1b_5b_raum: 19109301451, band_250m_500m: 30, band_250m_500m_raum: 11004460982, band_500m_1b: 12, band_500m_1b_raum: 7362232608, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 2, band_lt100m_raum: 91307173, bd_affiliated_share: 0.0217391304347826, cfp_professionals: 190, clients: 52670, custody_share: 0.543478260869565, employees: 970, fee_aum_pct_share: 0.989130434782609, fee_commissions_share: 0.0217391304347826, fee_fixed_share: 0.597826086956522, fee_hourly_share: 0.521739130434783, fee_other_share: 0.0869565217391304, fee_performance_share: 0.0326086956521739, fee_subscription_share: 0, financial_planning_share: 0.847826086956522, firms_with_raum: 90, iars: 619, mean_raum: 609409432.188889, new_firms: 16, p25_raum: 161596601.75, p75_raum: 499088014.25, p90_raum: 1404347170.1, raum_discretionary: 50066733949, raum_growth_1y: 0.331478496753107, successions: 0, top10_share: 0.5592475740512, state: accounts: 16220, firms: 191, median_raum: 16334518, raum: 3953730097, advisory_employees: 264, avg_account: 243756.47946979, band_100m_250m: 1, band_100m_250m_raum: 106000000, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 152, band_lt100m_raum: 3847730097, bd_affiliated_share: 0, cfp_professionals: 73, clients: 10728, custody_share: 0.0732984293193717, employees: 323, fee_aum_pct_share: 0.916230366492147, fee_commissions_share: 0.0157068062827225, fee_fixed_share: 0.607329842931937, fee_hourly_share: 0.518324607329843, fee_other_share: 0.0785340314136126, fee_performance_share: 0.031413612565445, fee_subscription_share: 0.0209424083769634, financial_planning_share: 0.806282722513089, firms_with_raum: 153, iars: 260, mean_raum: 25841373.1830065, new_firms: 21, p25_raum: 5520300, p75_raum: 44847700, p90_raum: 62258520.8, raum_discretionary: 3478151086, top100_share: 0.948566797679412, top10_share: 0.213614281774278
- broker_dealer_affiliated_not_included: firms: 7, raum: 846217949451
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 41; as_of: 2019-10-01, value: 43; as_of: 2020-10-01, value: 48; as_of: 2021-10-04, value: 55; as_of: 2022-10-03, value: 64; as_of: 2023-10-05, value: 62; as_of: 2024-10-01, value: 67; as_of: 2025-09-02, value: 72; as_of: 2026-10-02, value: 92, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 12138063962; as_of: 2019-10-01, value: 12265482661; as_of: 2020-10-01, value: 16214621003; as_of: 2021-10-04, value: 20995109346; as_of: 2022-10-03, value: 23881785563; as_of: 2023-10-05, value: 23019823650; as_of: 2024-10-01, value: 29866667464; as_of: 2025-09-02, value: 41192440607; as_of: 2026-10-02, value: 54846848897, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 32815; as_of: 2019-10-01, value: 35789; as_of: 2020-10-01, value: 43504; as_of: 2021-10-04, value: 51162; as_of: 2022-10-03, value: 59181; as_of: 2023-10-05, value: 76457; as_of: 2024-10-01, value: 91783; as_of: 2025-09-02, value: 95362; as_of: 2026-10-02, value: 116044, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 185288460.5; as_of: 2019-10-01, value: 196948905; as_of: 2020-10-01, value: 231357175.5; as_of: 2021-10-04, value: 237845588; as_of: 2022-10-03, value: 256261430.5; as_of: 2023-10-05, value: 244391419.5; as_of: 2024-10-01, value: 242561517; as_of: 2025-09-02, value: 267445437.5; as_of: 2026-10-02, value: 292775897.5
- top_10: largest: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 11563665739; rank: 2, crd: 157476, firm: Permcap Investment Office, city: Charleston, value: 4017549299; rank: 3, crd: 283656, firm: Foster Victor, city: Greenville, value: 2644715238; rank: 4, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 2526238956; rank: 5, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, value: 2155806749; rank: 6, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, value: 1852935341; rank: 7, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, value: 1549608058; rank: 8, crd: 135296, firm: Anchor Investment Management, city: Columbia, value: 1515803797; rank: 9, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 1447040552; rank: 10, crd: 119630, firm: Verity Investment Partners, city: Beaufort, value: 1399603461, fastest-growing: rank: 1, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, value: 1.36054118660125; rank: 2, crd: 322064, firm: Ballast Rock Private Wealth, city: Charleston, value: 0.703344331596715; rank: 3, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 0.625141564731218; rank: 4, crd: 299375, firm: Hilton Head Capital Partners, LLC, city: Hilton Head Island, value: 0.613535853603604; rank: 5, crd: 304558, firm: Trunorth Advisors, city: Greenville, value: 0.593843592747521; rank: 6, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 0.497737326428676; rank: 7, crd: 162976, firm: Wallick Investments, LLC, city: Columbia, value: 0.497400684198113; rank: 8, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, value: 0.402979956542105; rank: 9, crd: 314496, firm: Harbour Wealth Management Group, Inc., city: Daniel Island, value: 0.391425783996286; rank: 10, crd: 332277, firm: Headland Capital, city: Mount Pleasant, value: 0.387698414186169, fastest-growing-3-year: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 0.509363937533652; rank: 2, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 0.429507491942422; rank: 3, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, value: 0.329160458714423; rank: 4, crd: 311180, firm: Carroll Investors, Inc., city: Mount Pleasant, value: 0.29104509190343; rank: 5, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, value: 0.288238016739345; rank: 6, crd: 283656, firm: Foster Victor, city: Greenville, value: 0.286114904283592; rank: 7, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, value: 0.261650525023895; rank: 8, crd: 306239, firm: Apricus Wealth LLC, city: Beaufort, value: 0.260938312069494; rank: 9, crd: 140795, firm: Gunderson Capital Management, city: Mount Pleasant, value: 0.260030776256134; rank: 10, crd: 306661, firm: Core Advisory Group, city: Rock Hill, value: 0.239447145930189, fastest-growing-5-year: rank: 1, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 0.529404051113545; rank: 2, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 0.491836895668611; rank: 3, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, value: 0.349240624439743; rank: 4, crd: 283656, firm: Foster Victor, city: Greenville, value: 0.289687617039023; rank: 5, crd: 140913, firm: Bca Private Wealth, Inc., city: Greenville, value: 0.217138990797352; rank: 6, crd: 153023, firm: Hardin Capital Partners, LLC, city: Greenville, value: 0.216226928619252; rank: 7, crd: 157274, firm: Hobbs Group Advisors LLC, city: Columbia, value: 0.213485737400059; rank: 8, crd: 119630, firm: Verity Investment Partners, city: Beaufort, value: 0.200487806328193; rank: 9, crd: 129422, firm: Norris Financial Group, LLC, city: Greenville, value: 0.168749769039585; rank: 10, crd: 39326, firm: Bna Wealth, city: Rock Hill, value: 0.168538931352574, biggest-asset-gains: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 3842908878; rank: 2, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 604281982; rank: 3, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 556631628; rank: 4, crd: 283656, firm: Foster Victor, city: Greenville, value: 491642242; rank: 5, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, value: 430364614; rank: 6, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, value: 256771537; rank: 7, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, value: 231514584; rank: 8, crd: 119630, firm: Verity Investment Partners, city: Beaufort, value: 193677501; rank: 9, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, value: 183155355; rank: 10, crd: 322064, firm: Ballast Rock Private Wealth, city: Charleston, value: 167536854, most-clients: rank: 1, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 8964; rank: 2, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 8586; rank: 3, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, value: 1946; rank: 4, crd: 283656, firm: Foster Victor, city: Greenville, value: 1734; rank: 5, crd: 281943, firm: Curran Financial Partners, LLC, city: Daniel Island, value: 1315; rank: 6, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 1267; rank: 7, crd: 306661, firm: Core Advisory Group, city: Rock Hill, value: 1177; rank: 8, crd: 304558, firm: Trunorth Advisors, city: Greenville, value: 1107; rank: 9, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, value: 959; rank: 10, crd: 105743, firm: CCM Investment Advisers, LLC, city: Columbia, value: 916, client-growth: rank: 1, crd: 318570, firm: Intentional, city: Fort Mill, value: 1.35294117647059; rank: 2, crd: 299375, firm: Hilton Head Capital Partners, LLC, city: Hilton Head Island, value: 0.779840848806366; rank: 3, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 0.521008403361344; rank: 4, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, value: 0.477600607441154; rank: 5, crd: 127896, firm: Goepper Burkhardt LLC, city: Greenville, value: 0.368715083798883; rank: 6, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 0.345541879315521; rank: 7, crd: 162976, firm: Wallick Investments, LLC, city: Columbia, value: 0.316017316017316; rank: 8, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 0.231850789096126; rank: 9, crd: 134217, firm: Catawba River Capital, city: Lake Wylie, value: 0.180257510729614; rank: 10, crd: 302031, firm: Riverbend Wealth Management, LLC, city: Myrtle Beach, value: 0.153374233128834, most-accounts: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 24984; rank: 2, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 9155; rank: 3, crd: 283656, firm: Foster Victor, city: Greenville, value: 6830; rank: 4, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, value: 2854; rank: 5, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 2819; rank: 6, crd: 304558, firm: Trunorth Advisors, city: Greenville, value: 2435; rank: 7, crd: 332277, firm: Headland Capital, city: Mount Pleasant, value: 2281; rank: 8, crd: 135296, firm: Anchor Investment Management, city: Columbia, value: 2159; rank: 9, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, value: 2093; rank: 10, crd: 318823, firm: Advisor.com, city: Charleston, value: 2029, most-advisory-staff: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 115; rank: 2, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 45; rank: 3, crd: 283656, firm: Foster Victor, city: Greenville, value: 18; rank: 3, crd: 315846, firm: Discipline Wealth Solutions, Inc., city: Greenville, value: 18; rank: 3, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 18; rank: 6, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, value: 15; rank: 7, crd: 119630, firm: Verity Investment Partners, city: Beaufort, value: 13; rank: 8, crd: 332277, firm: Headland Capital, city: Mount Pleasant, value: 12; rank: 9, crd: 110945, firm: Family Legacy, Inc., city: Greenville, value: 10; rank: 9, crd: 135296, firm: Anchor Investment Management, city: Columbia, value: 10, most-hnw-clients: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 2697; rank: 2, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 2388; rank: 3, crd: 283656, firm: Foster Victor, city: Greenville, value: 734; rank: 4, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 429; rank: 5, crd: 330043, firm: Cornerstone Alternatives, city: Greenville, value: 410; rank: 6, crd: 39326, firm: Bna Wealth, city: Rock Hill, value: 388; rank: 7, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, value: 356; rank: 8, crd: 306661, firm: Core Advisory Group, city: Rock Hill, value: 268; rank: 9, crd: 119630, firm: Verity Investment Partners, city: Beaufort, value: 264; rank: 10, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, value: 255, most-cfp-professionals: rank: 1, crd: 291902, firm: Apollon Wealth Management, LLC, city: Mount Pleasant, value: 48; rank: 2, crd: 284924, firm: The Fiduciary Alliance, city: Greenville, value: 14; rank: 3, crd: 107994, firm: Abacus Planning Group, Inc., city: Columbia, value: 11; rank: 4, crd: 321217, firm: Apollon Financial, LLC, city: Mount Pleasant, value: 9; rank: 5, crd: 283656, firm: Foster Victor, city: Greenville, value: 8; rank: 6, crd: 39326, firm: Bna Wealth, city: Rock Hill, value: 4; rank: 6, crd: 110257, firm: Colonial Trust Advisors, Inc., city: Spartanburg, value: 4; rank: 8, crd: 108365, firm: Fee-Only Financial Planning, L.C., city: Okatie, value: 3; rank: 8, crd: 117823, firm: Copperleaf Capital, LLC, city: Clover, value: 3; rank: 8, crd: 127896, firm: Goepper Burkhardt LLC, city: Greenville, value: 3, newest: rank: 1, crd: 340998, firm: Wealth Intelligently Navigated, LLC, city: Greer, value: 532920068; rank: 2, crd: 338227, firm: Coastline Complete Wealth LLC, city: Bluffton, value: 213631245; rank: 3, crd: 331226, firm: Blue Bear Financial, LLC, city: Mount Pleasant, value: 147365028; rank: 4, crd: 318698, firm: DBA Big Money Retirement and Big Retirement, city: Greenville, value: 147135626; rank: 5, crd: 121757, firm: Southeast Financial Advisors, city: Greenville, value: 132964803; rank: 6, crd: 139400, firm: Oak Street Advisors, city: Myrtle Beach, value: 126212626; rank: 7, crd: 287840, firm: Tidal Creek Capital Advisors, city: Bluffton, value: 125985607; rank: 8, crd: 281814, firm: Tidehaven Wealth, LLC, city: Mount Pleasant, value: 124983821; rank: 9, crd: 308263, firm: Generouswealth, LLC, city: Summerville, value: 110365201; rank: 10, crd: 125607, firm: Blue Granite Capital, LLC, city: Charleston, value: 108773163
- cities: name: Mount Pleasant, independent_rias: 39, raum: 17853921576, url: https://advisoriq.com/ria/states/south-carolina/mount-pleasant/; name: Greenville, independent_rias: 37, raum: 10442356423, url: https://advisoriq.com/ria/states/south-carolina/greenville/; name: Columbia, independent_rias: 23, raum: 6910667868, url: https://advisoriq.com/ria/states/south-carolina/columbia/; name: Charleston, independent_rias: 24, raum: 6398118507, url: https://advisoriq.com/ria/states/south-carolina/charleston/; name: Rock Hill, independent_rias: 9, raum: 1681133841, url: https://advisoriq.com/ria/states/south-carolina/rock-hill/; name: Bluffton, independent_rias: 16, raum: 1312214233, url: https://advisoriq.com/ria/states/south-carolina/bluffton/; name: Daniel Island, independent_rias: 6, raum: 1120384548, url: https://advisoriq.com/ria/states/south-carolina/daniel-island/; name: Myrtle Beach, independent_rias: 10, raum: 764319882, url: https://advisoriq.com/ria/states/south-carolina/myrtle-beach/; name: Greer, independent_rias: 5, raum: 688829130, url: https://advisoriq.com/ria/states/south-carolina/greer/; name: Hilton Head Island, independent_rias: 6, raum: 488194453, url: https://advisoriq.com/ria/states/south-carolina/hilton-head-island/; name: Fort Mill, independent_rias: 5, raum: 257174670, url: https://advisoriq.com/ria/states/south-carolina/fort-mill/; name: Johns Island, independent_rias: 5, raum: 217760372, url: https://advisoriq.com/ria/states/south-carolina/johns-island/; name: Summerville, independent_rias: 7, raum: 191887149, url: https://advisoriq.com/ria/states/south-carolina/summerville/; name: Lexington, independent_rias: 6, raum: 126098323, url: https://advisoriq.com/ria/states/south-carolina/lexington/; name: Aiken, independent_rias: 5, raum: 116387773, url: https://advisoriq.com/ria/states/south-carolina/aiken/; name: Simpsonville, independent_rias: 7, raum: 106133295, url: https://advisoriq.com/ria/states/south-carolina/simpsonville/
- iar_ce_status: in effect

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in South Carolina](https://advisoriq.com/ria/rankings/largest/south-carolina/)
- [Fastest-growing independent RIAs over one year in South Carolina](https://advisoriq.com/ria/rankings/fastest-growing/south-carolina/)
- [Fastest-growing independent RIAs over three years in South Carolina](https://advisoriq.com/ria/rankings/fastest-growing-3-year/south-carolina/)
- [Fastest-growing independent RIAs over five years in South Carolina](https://advisoriq.com/ria/rankings/fastest-growing-5-year/south-carolina/)
- [IAR CE in South Carolina](https://advisoriq.com/ce/iar/south-carolina/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/south-carolina/

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