RIA firms in South Carolina
3,050 RIA firms are registered or notice filed in South Carolina: 333 state registered and 2,717 federally registered. 208 are headquartered here.
Another 67 state registered advisers with no address on file are registered only in South Carolina. 8 exempt reporting advisers also file in South Carolina and are not counted as RIA firms. #27 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in South Carolina, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| LPL Financial LLCalso a Broker Dealer | 22,991 | $819B | Federally registered | Fort Mill |
| LPL Enterprise, LLCalso a Broker Dealer | 3,102 | $24.9B | Federally registered | Fort Mill |
| Apollon Wealth Management, LLC | 140 | $11.6B | Federally registered | Mount Pleasant |
| The Fiduciary Alliance | 49 | $2.5B | Federally registered | Greenville |
| Southstate Private Capital Management LLC | 29 | $5B | Federally registered | Columbia |
| Foster Victor | 20 | $2.6B | Federally registered | Greenville |
| Discipline Wealth Solutions, Inc. | 17 | $747M | Federally registered | Greenville |
| Greenwood Capital Associates, LLC | 16 | $1.8B | Federally registered | Greenwood |
| Apollon Financial, LLC | 16 | $1.4B | Federally registered | Mount Pleasant |
| Curran Financial Partners, LLC | 16 | $749M | Federally registered | Daniel Island |
Most advisers based in South Carolina
Advisers registered and working in South Carolina, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in South Carolina that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $957B
- Firms reporting
- 185
- Median, federally registered
- $305M
- Median, state registered
- $30M
One firm reports 86% of South Carolina's reported AUM.
How they charge
Share of the 204 firms headquartered here that report their fees.
Who they serve
Share of the 183 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
South Carolina RIA firms, answered.
How many RIA firms are registered in South Carolina?
3,050 RIA firms are registered or notice filed in South Carolina: 333 state registered and 2,717 federally registered. 208 are headquartered there.
Which RIA firms in South Carolina have the most advisers?
LPL Financial LLC (22,991 advisers), LPL Enterprise, LLC (3,102 advisers) and Apollon Wealth Management, LLC (140 advisers).
How much do RIA firms in South Carolina manage?
The 185 RIA firms headquartered in South Carolina that report assets report $957B in total. The median is $305M for federally registered firms and $30M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in South Carolina counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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