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Largest RIA Firms in Columbia, South Carolina by AUM
Explore registered investment advisers headquartered in Columbia, South Carolina, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 12 firms with $12.1B in total reported AUM and median AUM of $263.8M.
Firms
12
Matching current profiles
Total AUM
$12.1B
Reported regulatory AUM
Median AUM
$263.8M
Across firms with AUM
Largest firm
$5.0B
Southstate Private Capital Management 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. Southstate Private Capital Management LLC CRD 165306 · Limited Liability Company | COLUMBIA, SC | $5.0B Jul 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 |
| 2. 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 |
| 3. 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 |
| 4. Anchor Investment Management CRD 135296 · Limited Liability Company | COLUMBIA, SC | $1.5B Oct 2026 | +$157.4M+11.6% | +$580.3M+62.0% | +$609.5M+67.3% | +$1.3B+691.5% | -1 employees-5.6% over 3Y | +302 accounts+16.3% over 3Y |
| 5. Hobbs Group Advisors LLC CRD 157274 · Limited Liability Company | COLUMBIA, SC | $584.4M Mar 2026 | +$194.3M+49.8% | +$325.9M+126.1% | +$415.1M+245.1% | +$469.9M+410.4% | +1 employees+14.3% over 3Y | +600 accounts+82.3% over 3Y |
| 6. Yon Drake & Associates INC CRD 111491 · Corporation | COLUMBIA, SC | $304.7M Mar 2026 | +$23.4M+8.3% | -$326.4M-51.7% | -$1.2B-79.4% | +$83.2M+37.5% | -1 employees-33.3% over 3Y | -5 accounts-45.5% over 3Y |
| 7. Davinci Financial Designs CRD 163362 · Limited Liability Company | COLUMBIA, SC | $222.8M Apr 2026 | +$24.5M+12.3% | +$21.8M+10.8% | +$1.5M+0.7% | — | -2 employees-28.6% over 3Y | -301 accounts-19.4% over 3Y |
| 8. Beers Kight Financial Advisors, LLC CRD 160286 · Limited Liability Company | COLUMBIA, SC | $179.4M Mar 2026 | -$1.4M-0.8% | +$3.0M+1.7% | +$27.3M+18.0% | +$64.0M+55.5% | 0 employees+0.0% over 3Y | -86 accounts-24.6% over 3Y |
| 9. William B. Walkup & Associates, INC. CRD 135533 · Corporation | COLUMBIA, SC | $178.3M Aug 2026 | +$19.3M+12.2% | +$36.9M+26.1% | +$126.3M+242.6% | +$126.3M+242.6% | +1 employees+25.0% over 3Y | -8 accounts-11.0% over 3Y |
| 10. Allison Investment Management, LLC CRD 124645 · Limited Liability Company | COLUMBIA, SC | $170.4M Jul 2026 | +$32.2M+23.3% | +$66.8M+64.5% | +$123.6M+263.8% | +$115.3M+209.2% | 0 employees+0.0% over 3Y | +52 accounts+21.8% over 3Y |
| 11. Wallick Investments, LLC CRD 162976 · Limited Liability Company | COLUMBIA, SC | $168.3M Aug 2026 | +$55.9M+49.7% | — | — | +$55.9M+49.7% | +2 employees+66.7% over 1Y | +286 accounts+123.8% over 1Y |
| 12. Hms Financial Services, LLC CRD 131569 · Limited Liability Company | COLUMBIA, SC | $118.5M Mar 2026 | +$625.1K+0.5% | -$10.9M-8.4% | +$52.9M+80.6% | +$52.9M+80.6% | -2 employees-66.7% over 3Y | -56 accounts-19.7% 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 sufficient historical filing data is unavailable for the lookback period.