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 Wealth Management advisors in SC
199 advisers found
GREYSTAR INVESTMENT GROUP, LLC
Charleston, SC
AUM
$36.50B
Wealth MgmtInstitutional
Team
588 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
843-579-9400
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
PERFORMA LIMITED (US), LLC
Charleston, SC
AUM
$4.49B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
843-297-4940
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
TANDEM INVESTMENT ADVISORS INC
Charleston, SC
AUM
$3.45B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
843-720-3413
FOSTER VICTOR
Greenville, SC
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(864) 720-2000
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
VERITY INVESTMENT PARTNERS
Beaufort, SC
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
843-379-6661
LIBERTY HALL CAPITAL PARTNERS, L.P.
Charleston, SC
AUM
$1.14B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(646) 779-0442
VOLOFIN CAPITAL MANAGEMENT
Daniel Island, SC
AUM
$1.01B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; UNDERWRITING AND ORIGINATION FEES
(646) 866-6997
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
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