Fiduciary advisors in Columbia, SC
12 registered advisers
Columbia is the state capital, where university wealth, military installations, and state government shape a regional advisory market. Among them, 11 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
ABACUS PLANNING GROUP, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients2,735
ALLISON INVESTMENT MANAGEMENT, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$138M
Minimum--
Clients248
ANCHOR INVESTMENT MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients2,043
BEERS KIGHT FINANCIAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$181M
Minimum--
Clients290
CCM INVESTMENT ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients1,057
DAVINCI FINANCIAL DESIGNS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$198M
Minimum--
Clients1,188
HMS FINANCIAL SERVICES, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$118M
Minimum--
Clients247
HOBBS GROUP ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$479M
Minimum--
Clients1,031
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.0B
Minimum--
Clients1,583
WALLICK INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$127M
Minimum--
Clients637
WILLIAM B. WALKUP & ASSOCIATES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$159M
Minimum--
Clients64
YON DRAKE & ASSOCIATES INC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$281M
Minimum--
Clients6