Top 10 advisors in Charleston
We’ve curated a list of the best financial advisors in Charleston, take a look at it below
Find an advisor in Charleston| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $21,983,775,554 | 368 advisors | ||
| 2 | $2,876,679,894 | 15 advisors | ||
| 3 | $2,863,889,763 | 9 advisors | ||
| 4 | $883,866,719 | 11 advisors | ||
| 5 | $330,300,000 | 5 advisors | ||
| 6 | $319,132,326 | 11 advisors | ||
| 7 | $276,067,018 | 11 advisors | ||
| 8 | $149,092,928 | 8 advisors | ||
| 9 | $72,583,686 | 3 advisors | ||
| 10 | $66,211,784 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Charleston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Charleston. 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. 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
3. 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)
4. 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
5. Objectivity Squared Wealth Management
Assets under management
$330,300,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
6. Curran Financial Partners, LLC
Assets under management
$319,132,326
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
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Capasso Planning Partners LLC
Assets under management
$276,067,018
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
Selection Of Other Advisers
8. Sqn Venture Partners, LLC
Assets under management
$149,092,928
Fee structure
A percentage of assets under your management
Performance-based fees
STRUCTURING FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Blue Granite Capital, LLC
Assets under management
$72,583,686
Fee structure
A percentage of assets under your management
Services offered
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)
Sub-advisory Services
- Not sure which one to choose?Use our smart matching tool
10. Kinwell LLC
Assets under management
$66,211,784
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.