South Carolina · 5 advisers
Financial Advisors in Aiken, South Carolina
Looking for a financial advisor in Aiken, South Carolina? Falists indexes 5 SEC-registered and state-registered investment advisers in Aiken — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $76.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
2
Largest AUM
$76.7M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Aiken
Ranked by AUM · Fees, team & specialties at a glance
WEALTHCARE
Aiken, SC
AUM
$16.9M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
803-644-0701
WILSON DAVID INVESTMENT ADVISORS
Aiken, SC
AUM
$6.9M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
8035076300
INTEGRATED PLANNING LLC
Aiken, SC
AUM
$76.7M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
803-645-2890
More cities in South Carolina
Common questions
- How many financial advisors are in Aiken, South Carolina?
- 5 registered investment advisers are listed in our Aiken directory, sourced from public SEC filings.
- What types of advisors are in Aiken?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Aiken?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.