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Top RIA Firms in Charleston, South Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Charleston, South Carolina. This hub covers 21 matching firms with $54.0B in total reported AUM and median AUM of $305.5M.
Firms
21
Matching current profiles
Total AUM
$54.0B
Reported regulatory AUM
Median AUM
$305.5M
Across firms with AUM
Largest firm
$36.5B
Greystar Investment Group, 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. 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 |
| 2. 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 |
| 3. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. Objectivity Squared Wealth Management CRD 311052 · Limited Liability Company | CHARLESTON, SC | $487.8M Mar 2026 | +$126.0M+34.8% | +$158.8M+48.3% | — | — | +2 employees+50.0% over 3Y | +669 accounts+200.3% over 3Y |
| 8. Ballast Rock Private Wealth CRD 322064 · Limited Liability Company | CHARLESTON, SC | $405.7M Mar 2026 | +$235.2M+137.9% | +$394.7M+3572.8% | — | — | +4 employees+80.0% over 3Y | +600 accounts+1428.6% over 3Y |
| 9. Altriarch Asset Management, LLC CRD 328482 · Limited Liability Company | CHARLESTON, SC | $349.1M Apr 2026 | +$185.6M+113.4% | — | — | +$185.6M+113.4% | +1 employees+7.1% over 1Y | +1 accounts+16.7% over 1Y |
| 10. Nicholson Wealth Management Group CRD 327001 · Limited Liability Company | CHARLESTON, SC | $322.0M Feb 2026 | +$95.7M+42.3% | — | — | — | +1 employees+33.3% over 1Y | +109 accounts+25.1% over 1Y |
| 11. Victoria Capital Management, INC. CRD 107665 · Corporation | CHARLESTON, SC | $305.5M Mar 2026 | +$32.4M+11.9% | +$97.9M+47.2% | +$68.6M+28.9% | +$177.6M+138.8% | 0 employees+0.0% over 3Y | -71 accounts-44.4% over 3Y |
| 12. Capasso Planning Partners LLC CRD 294673 · Limited Liability Company | CHARLESTON, SC | $274.2M Apr 2026 | -$53.5M-16.3% | -$6.5M-2.3% | +$123.9M+82.4% | +$123.9M+82.4% | -6 employees-54.5% over 3Y | -440 accounts-29.1% over 3Y |
| 13. Charleston Financial Advisors, LLC CRD 137536 · Limited Liability Company | CHARLESTON, SC | $262.4M Mar 2026 | +$51.7M+24.5% | +$76.5M+41.2% | +$74.4M+39.5% | +$188.6M+255.2% | +1 employees+25.0% over 3Y | +26 accounts+4.2% over 3Y |
| 14. Bowside Capital, LLC CRD 170509 · Limited Liability Company | CHARLESTON, SC | $230.2M Mar 2026 | +$3.7M+1.6% | +$43.0M+23.0% | — | +$30.0M+15.0% | 0 employees+0.0% over 3Y | -1 accounts-25.0% over 3Y |
| 15. Kinwell LLC CRD 290449 · Limited Liability Company | CHARLESTON, SC | $214.7M Mar 2026 | +$22.6M+11.8% | — | — | +$104.8M+95.3% | 0 employees+0.0% over 1Y | -4 accounts-3.0% over 1Y |
| 16. Frontline Healthcare Partners CRD 311770 · Limited Liability Company | CHARLESTON, SC | $168.1M Mar 2026 | — | — | — | +$6.8M+4.2% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 17. Ivy Evergreen, LLC CRD 324430 · Limited Liability Company | CHARLESTON, SC | $155.0M May 2026 | — | — | — | -$11.0M-6.6% | -4 employees-23.5% over Total | 0 accounts+0.0% over Total |
| 18. Sqn Venture Partners, LLC CRD 301483 · Limited Liability Company | CHARLESTON, SC | $137.3M Mar 2026 | -$26.4M-16.1% | -$11.8M-7.9% | — | -$30.3M-18.1% | 0 employees+0.0% over 3Y | -2 accounts-40.0% over 3Y |
| 19. Warren Capital Group CRD 137449 · Corporation | CHARLESTON, SC | $131.0M Mar 2026 | +$6.2M+5.0% | +$15.9M+13.8% | +$83.6M+176.2% | +$87.9M+204.2% | -1 employees-25.0% over 3Y | +77 accounts+21.9% over 3Y |
| 20. Advisor.com CRD 318823 · Corporation | CHARLESTON, SC | $126.8M Mar 2026 | +$75.5M+147.2% | — | — | +$84.0M+196.3% | 0 employees+0.0% over 1Y | +1,435 accounts+241.6% over 1Y |
| 21. Brickell Key Asset Management LLC CRD 295209 · Limited Liability Company | CHARLESTON, SC | $119.9M Mar 2026 | -$10.1M-7.8% | -$134.9M-52.9% | -$64.0M-34.8% | -$69.1M-36.6% | -6 employees-60.0% over 3Y | -1 accounts-50.0% 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.