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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in SC
91 advisers found
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
APOLLON WEALTH MANAGEMENT, LLC
Mount Pleasant, SC
AUM
$11.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
115 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
843-579-0018
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Columbia, SC
AUM
$4.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
803-231-3492
PERMCAP INVESTMENT OFFICE
Charleston, SC
AUM
$4.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
843 882 7950
THE FIDUCIARY ALLIANCE
Greenville, SC
AUM
$2.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
864-385-7999
ABACUS PLANNING GROUP, INC.
Columbia, SC
AUM
$2.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
803-933-0054
COLONIAL TRUST ADVISORS, INC.
Spartanburg, SC
AUM
$1.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
864-582-3356
GREENWOOD CAPITAL ASSOCIATES, LLC
Greenwood, SC
AUM
$1.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +4 more
864-941-4049
CCM INVESTMENT ADVISERS, LLC
Columbia, SC
AUM
$1.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM
803-254-9500
ANCHOR INVESTMENT MANAGEMENT
Columbia, SC
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-790-6654
APOLLON FINANCIAL, LLC
Mount Pleasant, SC
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-579-0018
CURRAN FINANCIAL PARTNERS, LLC
Daniel Island, SC
AUM
$749.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(843) 300-1182
DISCIPLINE WEALTH SOLUTIONS, INC.
Greenville, SC
AUM
$746.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-322-6046
WEALTH MANAGEMENT ADVISORS, LLC
Greenville, SC
AUM
$686.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
864-236-4706
MTM INVESTMENT MANAGEMENT, LLC
Spartanburg, SC
AUM
$678.1M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
864-582-7000
BNA WEALTH
Rock Hill, SC
AUM
$619.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
803-324-7100
HOBBS GROUP ADVISORS LLC
Columbia, SC
AUM
$584.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
803-540-3034
BURKETT FINANCIAL SERVICES, LLC
Rock Hill, SC
AUM
$572.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
803-980-3232
HEADLAND CAPITAL
Mt. Pleasant, SC
AUM
$559.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-388-4300
DIVIDEND ASSETS CAPITAL, LLC
Ridgeland, SC
AUM
$540.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
843.645.9700
MORRIS FINANCIAL CONCEPTS, INC.
Mount Pleasant, SC
AUM
$538.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
843-884-6192
JACKSON FINANCIAL SERVICES, LLC
Mt. Pleasant, SC
AUM
$498.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
800-752-2354
OBJECTIVITY SQUARED WEALTH MANAGEMENT
Charleston, SC
AUM
$487.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(843) 212-2805
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