Top 10 financial advisor firms in South Carolina

84 SEC-registered financial advisor firms are headquartered in South Carolina, with $55.1B in combined regulatory assets under management. The largest by assets are Apollon Wealth Management ($11.6B), Permanens Capital ($4.02B) and Foster Victor Wealth Advisors ($2.64B).

84
Financial advisor firms: $55.1B
Their combined AUM: $315M
Median firm AUM: 24,158
Clients of the top 10

The 10 largest by assets

1
Apollon Wealth Management
RIA
$11.6B
Up to 2.00% a year
2
Permanens Capital
RIA
$4.02B
0.50% to 1.00% a year
3
Foster Victor Wealth Advisors
RIA
$2.64B
Regulatory AUM
4
Fiduciary Alliance
RIA
$2.53B
Up to 2.00% a year
5
Abacus Planning Group
RIA
$2.16B
Regulatory AUM
6
Colonial Trust Advisors
RIA
$1.85B
0.38% to 1.00% a year
7
Greenwood Capital Associates
RIA
$1.77B
1.00% to 1.00%
8
CCM Investment Advisers
RIA
$1.55B
Regulatory AUM
9
Anchor Investment Management
RIA
$1.52B
1.00% to 1.00% a year
10
Apollon Financial
RIA
$1.45B
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Apollon Wealth Management

Apollon Wealth Management is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $11.6 billion, as filed on 15 September 2026.

Apollon Wealth Management charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $11.6B
Clients: 8,389
Advisory staff: 115
Fee schedule: Up to 2.00% a year
Minimum account: $250,000
Custodians: Charles Schwab, Raymond James, Fidelity, Folio Investments
Headquarters: 111 Coleman BLVD, Suite 402, Mount Pleasant, SC 29464
Phone: 843-579-0018
Website: apollonwealthmanagement.com

No. 2 · RIA

Permanens Capital

Permanens Capital is an investment adviser based in Charleston, SC, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and other clients. Its regulatory assets under management total $4.02 billion, as filed on 11 September 2026.

Permanens Capital charges 0.50%–1.00% a year for its Separate Account Management.

Regulatory AUM: $4.02B
Clients: 65
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Pershing
Headquarters: 10 Gillon Street, Charleston, SC 29401
Phone: 843-882-7950
Website: permcap.com

No. 3 · RIA

Foster Victor Wealth Advisors

Foster Victor Wealth Advisors is an investment adviser based in Greenville, SC, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.64 billion, as filed on 30 March 2026.

Regulatory AUM: $2.64B
Clients: 1,728
Advisory staff: 18
Founded: 2016
Custodians: Charles Schwab
Headquarters: 10 Toy Street, Suite 200, Greenville, SC 29601
Phone: 864-720-2000
Website: fostervictor.com

No. 4 · RIA

Fiduciary Alliance

Fiduciary Alliance is an investment adviser based in Greenville, SC, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and other investment advisers. Its regulatory assets under management total $2.53 billion, as filed on 4 September 2026.

Fiduciary Alliance charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $2.53B
Clients: 8,964
Advisory staff: 45
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 135 S Main St, Suite 600, Greenville, SC 29601
Phone: 864-385-7999
Website: fiduciaryalliance.org

No. 5 · RIA

Abacus Planning Group

Abacus Planning Group is an investment adviser based in Columbia, SC, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $2.16 billion, as filed on 13 April 2026.

Regulatory AUM: $2.16B
Clients: 328
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 2500 Devine Street, Columbia, SC 29205-2400
Phone: 803-933-0054
Website: abacusplanninggroup.com

No. 6 · RIA

Colonial Trust Advisors

Colonial Trust Advisors is an investment adviser based in Spartanburg, SC, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.85 billion, as filed on 10 June 2026.

Colonial Trust Advisors charges 0.375%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $1.85B
Clients: 958
Advisory staff: 15
Founded: 1996
Fee schedule: 0.38% to 1.00% a year
Custodians: Fidelity
Headquarters: 233 South Pine Street, Spartanburg, SC 29302
Phone: 864-582-3356
Website: colonialtrust.com

No. 7 · RIA

Greenwood Capital Associates

Greenwood Capital Associates is an investment adviser based in Greenwood, SC, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include individual clients, state or municipal government entities and high-net-worth individuals. Its regulatory assets under management total $1.77 billion, as filed on 15 April 2026.

Greenwood Capital Associates charges 1.00% for its Investment Advisory Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.77B
Clients: 731
Advisory staff: 14
Fee schedule: 1.00% to 1.00%
Custodians: Countybank, Trust Services (Dept), Charles Schwab
Headquarters: 425 Main Street, Suite 100, Greenwood, SC 29646-2741
Phone: 864-941-4049
Website: greenwoodcapital.com

No. 8 · RIA

CCM Investment Advisers

CCM Investment Advisers is an investment adviser based in Columbia, SC, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.55 billion, as filed on 12 March 2026.

Regulatory AUM: $1.55B
Clients: 916
Advisory staff: 8
Custodians: Charles Schwab, Wells Fargo Advisors Financial Network
Headquarters: 1201 Main Street Suite 1910, Columbia, SC 29201
Phone: 803-254-9500
Website: ccminc.com

No. 9 · RIA

Anchor Investment Management

Anchor Investment Management is an investment adviser based in Columbia, SC, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.52 billion, as filed on 19 March 2026.

Anchor Investment Management charges 1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $1.52B
Clients: 821
Advisory staff: 10
Founded: 2000
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3205 Devine Street, Columbia, SC 29205
Phone: 803-790-6654
Website: anchorinvestmentmanagement.com

No. 10 · RIA

Apollon Financial

Apollon Financial is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.45 billion, as filed on 22 June 2026.

Regulatory AUM: $1.45B
Clients: 1,258
Advisory staff: 18
Custodians: LPL Financial, Charles Schwab, Fidelity
Headquarters: 111 Coleman BLVD, Suite 402, Mount Pleasant, SC 29464
Phone: 843-579-0018
Website: apollonfinancial.com

Questions about financial advisors in South Carolina

How many financial advisor firms are headquartered in South Carolina?

84 SEC-registered financial advisor firms report their principal office in South Carolina, managing $55.1B in regulatory assets between them. The other 24 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in South Carolina?

Apollon Wealth Management, with $11.6B in regulatory assets under management on its latest Form ADV. The next largest are Permanens Capital ($4.02B) and Foster Victor Wealth Advisors ($2.64B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in South Carolina?

The median firm manages $315M in regulatory assets. That is the midpoint of the 84 firms headquartered in South Carolina.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in South Carolina charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in South Carolina?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

South Carolina has 84 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in South Carolina

Top financial advisor firms by city in South Carolina