Fiduciary advisors in South Carolina

104registered advisers
93fee-only verified

Retirement migration continues to reshape South Carolina's advisory market. The state has 104 SEC-registered fiduciary advisors, 93 fee-only. Charleston, Greenville, and Hilton Head each attract different client demographics -- military retirees, BMW and Michelin executives, and northern transplants, respectively.

Cities

Beaufort2Bluffton3Chapin1Charleston21Columbia12Daniel Island2Florence1Folly Beach1Fort Mill3Georgetown1Greenville21Greenwood2Greer1Hilton Head1Hilton Head Island1Isle Of Palms1Kiawah Island1Lake Wylie1Mount Pleasant8Mt. Pleasant6Myrtle Beach2Ridgeland1Rock Hill4Seneca3Spartanburg2Summerville1York1

Top advisors

360 FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mount Pleasant, South CarolinaCRD #169280
Typical Fee--
AUM$159M
Minimum--
Clients517

ABACUS PLANNING GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Columbia, South CarolinaCRD #107994
Typical Fee--
AUM$1.9B
Minimum--
Clients2,735

ADVISOR.COM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #318823
Typical Fee--
AUM$51M
Minimum--
Clients594

ALLISON INVESTMENT MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Columbia, South CarolinaCRD #124645
Typical Fee--
AUM$138M
Minimum--
Clients248

ALTRIARCH ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Charleston, South CarolinaCRD #328482
Typical Fee--
AUM$164M
Minimum--
Clients6

ANCHOR INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, South CarolinaCRD #135296
Typical Fee--
AUM$1.4B
Minimum--
Clients2,043

ANDERSON GRIGGS INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rock Hill, South CarolinaCRD #110313
Typical Fee--
AUM$134M
Minimum--
Clients331

APOLLON FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mount Pleasant, South CarolinaCRD #321217
Typical Fee--
AUM$890M
Minimum--
Clients1,700

APOLLON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mount Pleasant, South CarolinaCRD #291902
Typical Fee--
AUM$7.7B
Minimum--
Clients20,798

APRICUS WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaufort, South CarolinaCRD #306239
Typical Fee--
AUM$336M
Minimum--
Clients255

BALLAST ROCK PRIVATE WEALTH

Clean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #322064
Typical Fee--
AUM$238M
Minimum--
Clients528

BCA PRIVATE WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #140913
Typical Fee--
AUM$317M
Minimum--
Clients1,367

BEERS KIGHT FINANCIAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Columbia, South CarolinaCRD #160286
Typical Fee--
AUM$181M
Minimum--
Clients290

BNA WEALTH

Fee-Only, No Conflicts
Rock Hill, South CarolinaCRD #39326
Typical Fee--
AUM$504M
Minimum--
Clients473

BOWSIDE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Charleston, South CarolinaCRD #170509
Typical Fee--
AUM$226M
Minimum--
Clients4

BREACH INLET CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Mt. Pleasant, South CarolinaCRD #282056
Typical Fee--
AUM$154M
Minimum--
Clients1

BRICKELL KEY ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Charleston, South CarolinaCRD #295209
Typical Fee--
AUM$130M
Minimum--
Clients1

BURGESS INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #318698
Typical Fee--
AUM$109M
Minimum--
Clients697

BURKETT FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rock Hill, South CarolinaCRD #140168
Typical Fee--
AUM$573M
Minimum--
Clients1,525

CAPASSO PLANNING PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #294673
Typical Fee--
AUM$328M
Minimum--
Clients1,748

CAROLINA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Myrtle Beach, South CarolinaCRD #288837
Typical Fee--
AUM$298M
Minimum--
Clients1,382

CARROLL INVESTORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mt Pleasant, South CarolinaCRD #311180
Typical Fee--
AUM$213M
Minimum--
Clients305

CATAWBA RIVER CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Wylie, South CarolinaCRD #134217
Typical Fee--
AUM$325M
Minimum--
Clients896

CCM INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, South CarolinaCRD #105743
Typical Fee--
AUM$1.3B
Minimum--
Clients1,057

CHARLESTON FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #137536
Typical Fee--
AUM$234M
Minimum--
Clients605

COLONIAL TRUST ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spartanburg, South CarolinaCRD #110257
Typical Fee--
AUM$1.7B
Minimum--
Clients2,036

CONCORDE FINANCIAL RESOURCES

Clean RecordAlso Compensated via Brokerage
York, South CarolinaCRD #117836
Typical Fee--
AUM$211M
Minimum--
Clients515

CORE ADVISORY GROUP

Clean RecordAlso Compensated via Brokerage
Rock Hill, South CarolinaCRD #306661
Typical Fee--
AUM$297M
Minimum--
Clients1,628

CORNERSTONE ALTERNATIVES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #330043
Typical Fee--
AUM$181M
Minimum--
Clients430

CRESCENT FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seneca, South CarolinaCRD #153101
Typical Fee--
AUM$193M
Minimum--
Clients824

CURRAN FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Daniel Island, South CarolinaCRD #281943
Typical Fee--
AUM$593M
Minimum--
Clients3,590

DAVINCI FINANCIAL DESIGNS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, South CarolinaCRD #163362
Typical Fee--
AUM$198M
Minimum--
Clients1,188

DISCIPLINE WEALTH SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #315846
Typical Fee--
AUM$747M
Minimum--
Clients1,900

DIVIDEND ASSETS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, South CarolinaCRD #129973
Typical Fee--
AUM$620M
Minimum--
Clients739

FAMILY LEGACY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #110945
Typical Fee1.50%
AUM$332M
Minimum$250,000
Clients623

FOSTER VICTOR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #283656
Typical Fee1.05%
AUM$2.2B
Minimum--
Clients5,795

FRONTLINE HEALTHCARE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #311770
Typical Fee--
AUM$161M
Minimum--
Clients3

FUSION CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mt. Pleasant, South CarolinaCRD #154726
Typical Fee--
AUM$405M
Minimum--
Clients1,809

GLOBAL FRONTIER INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #160105
Typical Fee--
AUM$516M
Minimum--
Clients5

GLOBAL VIEW INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #145499
Typical Fee--
AUM$554M
Minimum--
Clients1,656

GOEPPER BURKHARDT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #127896
Typical Fee--
AUM$326M
Minimum--
Clients660

GREENWOOD CAPITAL ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood, South CarolinaCRD #115015
Typical Fee--
AUM$1.7B
Minimum--
Clients706

GREYSTAR INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #160665
Typical Fee--
AUM$30.9B
Minimum--
Clients68

GROUND SWELL CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Folly Beach, South CarolinaCRD #159812
Typical Fee--
AUM$1.1B
Minimum--
Clients1

GUNDERSON CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Mount Pleasant, South CarolinaCRD #140795
Typical Fee--
AUM$396M
Minimum--
Clients1,441

HANOVER ADVISORS, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seneca, South CarolinaCRD #119655
Typical Fee--
AUM$333M
Minimum--
Clients624

HARBOUR WEALTH MANAGEMENT GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Daniel Island, South CarolinaCRD #314496
Typical Fee--
AUM$191M
Minimum--
Clients473

HARDIN CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #153023
Typical Fee--
AUM$448M
Minimum--
Clients1,330

HEADLAND CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mt. Pleasant, South CarolinaCRD #332277
Typical Fee--
AUM$403M
Minimum--
Clients1,509

HILTON HEAD CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hilton Head Island, South CarolinaCRD #299375
Typical Fee--
AUM$254M
Minimum--
Clients691
View all 104 advisors in South Carolina
Fiduciary Financial Advisors in South Carolina | FiduciaryListings