How many financial advisors are in Fort Mill, South Carolina?

Falists lists 6 registered investment advisers with a principal office or filing address in Fort Mill, South Carolina, based on public SEC IAPD data.

How do financial advisors in Fort Mill charge fees?

Fee structures vary by firm. In Fort Mill, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Fort Mill?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

South Carolina · 6 advisers

Financial Advisors in Fort Mill, South Carolina

Looking for a financial advisor in Fort Mill, South Carolina? Falists indexes 6 SEC-registered and state-registered investment advisers in Fort Mill — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $819.12B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$819.12B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts4 Retirement4 Institutional3

Top advisors in Fort Mill

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

LPL FINANCIAL LLC

Fort Mill, SC

AUM

$819.12B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

36280 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

704-733-3300

Full profile Visit site →

LPL ENTERPRISE, LLC

Fort Mill, SC

AUM

$24.94B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4492 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

704-733-3300

Full profile Visit site →

INTENTIONAL

Fort Mill, SC

AUM

$175.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM; Hourly charges

1-866-752-6410

Full profile Visit site →

MACAULAY & ASSOCIATES, LLC

Fort Mill, SC

AUM

$81.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

803-802-7224

Full profile Visit site →

AURANSER INC.

Fort Mill, SC

AUM

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

888-311-9964

Full profile Visit site →

TASK FORCE X CAPITAL MANAGEMENT, LLC

Fort Mill, SC

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

803-627-5926

Full profile Visit site →

More cities in South Carolina

Charleston (37)Greenville (33)Columbia (22)Mount Pleasant (19)Bluffton (12)Mt. Pleasant (10)Daniel Island (7)Myrtle Beach (6)Rock Hill (6)Aiken (5)Spartanburg (5)Summerville (5)

Common questions

How many financial advisors are in Fort Mill, South Carolina?: 6 registered investment advisers are listed in our Fort Mill directory, sourced from public SEC filings.
What types of advisors are in Fort Mill?: 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 Fort Mill?: 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.