Firms by city
Registered investment advisers in Columbia, SC
12 SEC-registered advisers headquartered in Columbia, listed by regulatory assets under management as reported on Form ADV.
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12 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Southstate Private Capital Management | Columbia, SC | $4.96B |
| Abacus Planning Group | Columbia, SC | $2.16B |
| CCM Investment Advisers | Columbia, SC | $1.55B |
| Anchor Investment Management | Columbia, SC | $1.52B |
| Hobbs Group Advisors | Columbia, SC | $584M |
| Yon Drake & Associates | Columbia, SC | $305M |
| DaVinci Financial Designs | Columbia, SC | $223M |
| Beers Kight Financial Advisors | Columbia, SC | $179M |
| William B. Walkup & Associates | Columbia, SC | $178M |
| Allison Investment Management | Columbia, SC | $170M |
| Wallick Investments | Columbia, SC | $168M |
| HMS Financial Services | Columbia, SC | $119M |
- Headquarters
- Columbia, SC
- Regulatory AUM
- $4.96B
- Headquarters
- Columbia, SC
- Regulatory AUM
- $2.16B
- Headquarters
- Columbia, SC
- Regulatory AUM
- $1.55B
- Headquarters
- Columbia, SC
- Regulatory AUM
- $1.52B
- Headquarters
- Columbia, SC
- Regulatory AUM
- $584M
- Headquarters
- Columbia, SC
- Regulatory AUM
- $305M
- Headquarters
- Columbia, SC
- Regulatory AUM
- $223M
- Headquarters
- Columbia, SC
- Regulatory AUM
- $179M
- Headquarters
- Columbia, SC
- Regulatory AUM
- $178M
- Headquarters
- Columbia, SC
- Regulatory AUM
- $170M
- Headquarters
- Columbia, SC
- Regulatory AUM
- $168M
- Headquarters
- Columbia, SC
- Regulatory AUM
- $119M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Columbia on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in South Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.