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Top RIA Firms in South Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in South Carolina. This hub covers 108 matching firms with $955.3B in total reported AUM and median AUM of $319.6M.
Firms
108
Matching current profiles
Total AUM
$955.3B
Reported regulatory AUM
Median AUM
$319.6M
Across firms with AUM
Largest firm
$819.1B
Lpl Financial LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Lpl Financial LLC CRD 6413 · Limited Liability Company | FORT MILL, SC | $819.1B May 2026 | +$200.2B+32.3% | +$451.1B+122.6% | +$550.3B+204.7% | +$739.8B+932.9% | +10,513 employees+33.5% over 3Y | +1,162,493 accounts+68.8% over 3Y |
| 2. Greystar Investment Group, LLC CRD 160665 · Limited Liability Company | CHARLESTON, SC | $36.5B May 2026 | +$5.6B+18.2% | +$9.9B+37.1% | +$17.5B+92.3% | +$34.5B+1760.1% | +220 employees+59.8% over 3Y | +11 accounts+18.6% over 3Y |
| 3. Lpl Enterprise, LLC CRD 8733 · Limited Liability Company | FORT MILL, SC | $24.9B Mar 2026 | +$6.1B+32.2% | — | — | — | +565 employees+12.2% over 1Y | +25,190 accounts+22.1% over 1Y |
| 4. Apollon Wealth Management, LLC CRD 291902 · Limited Liability Company | MOUNT PLEASANT, SC | $11.6B Mar 2026 | +$3.8B+49.8% | +$8.2B+243.9% | +$10.0B+638.9% | — | +82 employees+70.1% over 3Y | +13,792 accounts+123.2% over 3Y |
| 5. Southstate Private Capital Management LLC CRD 165306 · Limited Liability Company | COLUMBIA, SC | $5.0B May 2026 | +$3.4B+222.4% | +$3.5B+230.3% | +$3.6B+277.9% | +$4.8B+2666.5% | +14 employees+58.3% over 3Y | -1,346 accounts-46.0% over 3Y |
| 6. Performa Limited (us), LLC CRD 154232 · Limited Liability Company | CHARLESTON, SC | $4.5B Mar 2026 | +$1.1B+33.1% | +$2.1B+85.0% | +$2.5B+127.7% | +$3.3B+290.5% | +3 employees+20.0% over 3Y | +53 accounts+46.1% over 3Y |
| 7. Permcap Investment Office CRD 157476 · Limited Partnership | CHARLESTON, SC | $4.0B Mar 2026 | -$914.9M-18.5% | -$176.2M-4.2% | +$291.4M+7.8% | +$3.8B+1417.1% | +1 employees+6.3% over 3Y | +18 accounts+38.3% over 3Y |
| 8. Tandem Investment Advisors INC CRD 109392 · Corporation | CHARLESTON, SC | $3.5B May 2026 | +$91.8M+2.7% | +$916.6M+36.2% | +$2.0B+132.2% | +$3.4B+4151.6% | +9 employees+100.0% over 3Y | +2,909 accounts+38.7% over 3Y |
| 9. Foster Victor CRD 283656 · Limited Liability Company | GREENVILLE, SC | $2.6B Mar 2026 | +$491.6M+22.8% | +$1.4B+112.7% | +$1.9B+256.8% | — | +12 employees+40.0% over 3Y | +2,178 accounts+46.8% over 3Y |
| 10. The Fiduciary Alliance CRD 284924 · Limited Liability Company | GREENVILLE, SC | $2.5B Apr 2026 | +$604.3M+31.4% | +$1.7B+192.1% | +$2.2B+736.8% | — | +48 employees+171.4% over 3Y | -2,359 accounts-20.5% over 3Y |
| 11. Abacus Planning Group, INC. CRD 107994 · Corporation | COLUMBIA, SC | $2.2B Apr 2026 | +$256.8M+13.5% | +$648.4M+43.0% | +$703.1M+48.4% | +$1.5B+230.6% | -4 employees-11.8% over 3Y | +315 accounts+12.4% over 3Y |
| 12. Colonial Trust Advisors, INC. CRD 110257 · Corporation | SPARTANBURG, SC | $1.9B May 2026 | +$183.2M+11.0% | +$659.8M+55.3% | +$751.3M+68.2% | +$1.5B+369.6% | +8 employees+40.0% over 3Y | +165 accounts+8.6% over 3Y |
| 13. Greenwood Capital Associates, LLC CRD 115015 · Limited Liability Company | GREENWOOD, SC | $1.8B Apr 2026 | +$97.1M+5.8% | +$400.3M+29.3% | +$257.6M+17.1% | +$850.0M+92.9% | +1 employees+5.0% over 3Y | +49 accounts+7.2% over 3Y |
| 14. CCM Investment Advisers, LLC CRD 105743 · Limited Liability Company | COLUMBIA, SC | $1.5B Mar 2026 | +$456.3M+41.7% | +$498.8M+47.5% | +$693.5M+81.0% | -$731.1M-32.1% | -1 employees-8.3% over 3Y | +434 accounts+54.2% over 3Y |
| 15. Anchor Investment Management CRD 135296 · Limited Liability Company | COLUMBIA, SC | $1.5B Mar 2026 | +$344.2M+29.4% | +$428.2M+39.4% | +$609.5M+67.3% | +$1.3B+691.5% | -1 employees-5.6% over 3Y | +499 accounts+30.1% over 3Y |
| 16. Apollon Financial, LLC CRD 321217 · Limited Liability Company | MOUNT PLEASANT, SC | $1.4B May 2026 | +$556.6M+62.5% | +$1.3B+886.8% | — | — | +20 employees+222.2% over 3Y | +2,385 accounts+549.5% over 3Y |
| 17. Verity Investment Partners CRD 119630 · Limited Liability Company | BEAUFORT, SC | $1.4B Mar 2026 | +$460.8M+49.1% | +$559.5M+66.6% | +$838.3M+149.3% | +$1.3B+1060.6% | +3 employees+23.1% over 3Y | +388 accounts+54.4% over 3Y |
| 18. Liberty Hall Capital Partners, L.p. CRD 173159 · Limited Partnership | CHARLESTON, SC | $1.1B Apr 2026 | +$157.2M+16.0% | +$257.7M+29.2% | +$573.3M+100.9% | +$801.6M+235.8% | -1 employees-9.1% over 3Y | 0 accounts+0.0% over 3Y |
| 19. Volofin Capital Management CRD 309922 · Limited Liability Company | DANIEL ISLAND, SC | $1.0B Mar 2026 | +$116.2M+13.1% | +$423.6M+72.7% | +$723.2M+255.6% | +$941.7M+1462.2% | -11 employees-55.0% over 3Y | +1 accounts+100.0% over 3Y |
| 20. Ground Swell Capital, LLC CRD 159812 · Limited Liability Company | FOLLY BEACH, SC | $949.2M Mar 2026 | -$507.7M-34.8% | -$498.8M-34.4% | -$148.8M-13.6% | +$452.6M+91.1% | 0 employees+0.0% over 3Y | +1 accounts+100.0% over 3Y |
| 21. Curran Financial Partners, LLC CRD 281943 · Limited Liability Company | DANIEL ISLAND, SC | $749.4M Mar 2026 | +$156.5M+26.4% | +$430.2M+134.8% | +$581.8M+347.1% | +$630.4M+530.0% | +18 employees+150.0% over 3Y | -1,495 accounts-54.0% over 3Y |
| 22. Discipline Wealth Solutions, INC. CRD 315846 · Corporation | GREENVILLE, SC | $746.7M May 2026 | +$430.4M+136.1% | — | — | — | +16 employees+800.0% over 3Y | -850 accounts-30.9% over 1Y |
| 23. Wealth Management Advisors, LLC CRD 171260 · Limited Liability Company | GREENVILLE, SC | $686.1M Mar 2026 | +$123.4M+21.9% | +$260.7M+61.3% | +$281.7M+69.7% | — | +1 employees+11.1% over 3Y | -74 accounts-5.5% over 3Y |
| 24. Global Frontier Investments, LLC CRD 160105 · Limited Liability Company | CHARLESTON, SC | $682.0M Mar 2026 | +$165.6M+32.1% | +$249.6M+57.7% | +$562.6M+471.1% | +$562.6M+471.1% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 25. Mtm Investment Management, LLC CRD 297500 · Limited Liability Company | SPARTANBURG, SC | $678.1M Mar 2026 | +$56.8M+9.1% | +$226.8M+50.3% | +$246.0M+56.9% | — | 0 employees+0.0% over 3Y | +76 accounts+7.9% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.