Top 9 financial advisor firms in Columbia

9 SEC-registered financial advisor firms are headquartered in Columbia, SC, with $6.67B in combined regulatory assets under management. The largest by assets are Abacus Planning Group ($2.16B), CCM Investment Advisers ($1.55B) and Anchor Investment Management ($1.52B).

9
Financial advisor firms: $6.67B
Their combined AUM: $223M
Median firm AUM: 3,629
Clients of the top 9

The 9 largest by assets

1
Abacus Planning Group
RIA
$2.16B
Regulatory AUM
2
CCM Investment Advisers
RIA
$1.55B
Regulatory AUM
3
Anchor Investment Management
RIA
$1.52B
1.00% to 1.00% a year
4
Hobbs Group Advisors
RIA
$584M
Regulatory AUM
5
DaVinci Financial Designs
RIA
$223M
Regulatory AUM
6
Beers Kight Financial Advisors
RIA
$179M
0.55% to 1.50% a year
7
Allison Investment Management
RIA
$170M
0.60% to 1.50% a year
8
Wallick Investments
RIA
$168M
Regulatory AUM
9
HMS Financial Services
RIA
$119M
0.10% to 1.00% a year

Profiles of the top 9

No. 1 · 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. 2 · 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. 3 · 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. 4 · RIA

Hobbs Group Advisors

Hobbs Group Advisors is an investment adviser based in Columbia, SC, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $584 million, as filed on 17 March 2026.

Regulatory AUM: $584M
Clients: 479
Advisory staff: 7
Custodians: Fidelity
Headquarters: 1727 Laurel Street, Columbia, SC 29201
Phone: 803-540-3034
Website: hobbsgroupadvisors.com

No. 5 · RIA

DaVinci Financial Designs

DaVinci Financial Designs is an investment adviser based in Columbia, SC, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $223 million, as filed on 29 April 2026.

Regulatory AUM: $223M
Clients: 353
Advisory staff: 5
Custodians: LPL Financial
Headquarters: 5301 N. Trenholm Road, Suite A, Columbia, SC 29206
Phone: 803-741-0134
Website: davincifinancialdesigns.com

No. 6 · RIA

Beers Kight Financial Advisors

Beers Kight Financial Advisors is an investment adviser based in Columbia, SC, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $179 million, as filed on 27 March 2026.

Beers Kight Financial Advisors charges 0.55%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $179M
Clients: 100
Advisory staff: 2
Fee schedule: 0.55% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3830 Forest Drive, Columbia, SC 29204
Phone: 803-787-0003

No. 7 · RIA

Allison Investment Management

Allison Investment Management is an investment adviser based in Columbia, 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 $170 million, as filed on 9 July 2026.

Allison Investment Management charges 0.60%–1.50% a year for its Asset Management.

Regulatory AUM: $170M
Clients: 100
Advisory staff: 2
Fee schedule: 0.60% to 1.50% a year
Minimum account: $500,000
Custodians: Fidelity, Charles Schwab
Headquarters: 1201 Lincoln Street, Suite 301, Columbia, SC 29201
Phone: 803-806-8400
Website: allinvmgt.com

No. 8 · RIA

Wallick Investments

Wallick Investments is an investment adviser based in Columbia, SC, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $168 million, as filed on 24 August 2026.

Regulatory AUM: $168M
Clients: 304
Advisory staff: 3
Custodians: Charles Schwab, Folio Investments
Headquarters: 2118 Lincoln Street, Columbia, SC 29201
Phone: 803-699-9400
Website: wallickinvestments.com

No. 9 · RIA

HMS Financial Services

HMS Financial Services is an investment adviser based in Columbia, SC, registered with the SEC since 2021. It provides investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $119 million, as filed on 27 March 2026.

HMS Financial Services charges 0.10%–1.00% a year for its Asset Management Services.

Regulatory AUM: $119M
Clients: 228
Advisory staff: 1
Fee schedule: 0.10% to 1.00% a year
Custodians: Fidelity
Headquarters: 10 Calendar Court, Suite 200, Columbia, SC 29206
Phone: 803-790-6113

Questions about financial advisors in Columbia

How many financial advisor firms are headquartered in Columbia?

9 SEC-registered financial advisor firms report their principal office in Columbia, SC, managing $6.67B in regulatory assets between them. The other 3 advisers headquartered in the city 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 Columbia?

Abacus Planning Group, with $2.16B in regulatory assets under management on its latest Form ADV. The next largest are CCM Investment Advisers ($1.55B) and Anchor Investment Management ($1.52B).

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

How large is a typical financial advisor firm in Columbia?

The median firm manages $223M in regulatory assets. That is the midpoint of the 9 firms headquartered in Columbia.

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

How much do financial advisors in Columbia charge?

Of the 9 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Columbia?

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 city 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 city.

Source: Niva directory methodology

Columbia has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Columbia

Top financial advisor firms in other South Carolina cities