Top 10 advisors in South Carolina
We’ve curated a list of the best financial advisors in South Carolina, take a look at it below
Find an advisor in South Carolina| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $21,983,775,554 | 368 advisors | ||
| 2 | $3,046,518,269 | 117 advisors | ||
| 3 | $2,876,679,894 | 15 advisors | ||
| 4 | $2,863,889,763 | 9 advisors | ||
| 5 | $1,364,808,572 | 20 advisors | ||
| 6 | $1,319,987,823 | 44 advisors | ||
| 7 | $980,735,000 | 30 advisors | ||
| 8 | $883,866,719 | 11 advisors | ||
| 9 | $832,730,421 | 13 advisors | ||
| 10 | $401,564,118 | 11 advisors |
How we came up with this list
To generate our top financial advisors list in South Carolina, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Carolina. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Greystar Investment Group, LLC
Assets under management
$21,983,775,554
Fee structure
A percentage of assets under your management
Performance-based fees
DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Apollon Wealth Management, LLC
Assets under management
$3,046,518,269
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
3. Performa Limited (us), LLC
Assets under management
$2,876,679,894
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Tandem Investment Advisors Inc
Assets under management
$2,863,889,763
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Greenwood Capital Associates, LLC
Assets under management
$1,364,808,572
Fee structure
A percentage of assets under your management
% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Consulting
6. Fintrust Capital Advisors, LLC
Assets under management
$1,319,987,823
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Foster Victor Wealth Advisors
Assets under management
$980,735,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Liberty Hall Capital Partners, L.p.
Assets under management
$883,866,719
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Verity Investment Partners
Assets under management
$832,730,421
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Sub Adivsory Services To Other Investment Advisers
- Not sure which one to choose?Use our smart matching tool
10. Wcm Global Wealth, LLC
Assets under management
$401,564,118
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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