Rialytix insights

Top RIA Firms in Columbia, South Carolina

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Columbia, South Carolina. This hub covers 12 matching firms with $12.1B in total reported AUM and median AUM of $263.8M.

Firms

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 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
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 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
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 Mar 2026	+$26.1M+17.1%	+$32.2M+22.0%	+$126.3M+242.6%	+$126.3M+242.6%	0 employees+0.0% over 3Y	-10 accounts-13.3% over 3Y
10. Allison Investment Management, LLC CRD 124645 · Limited Liability Company	COLUMBIA, SC	$170.4M Mar 2026	+$48.9M+40.2%	+$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	$126.5M Feb 2026	—	—	—	+$14.1M+12.6%	+2 employees+66.7% over Total	+406 accounts+175.8% over Total
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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.