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
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 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 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 | $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 sufficient historical filing data is unavailable for the lookback period.