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.
224 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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