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Start your Watchlist215 investment advisory firms are registered with a main office in South Carolina, together advising $959B for 2,160,251 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Fort Mill · SEC-registered
|
$819.1B | 1,986,990 | 41,879 | Flagged |
| 2 |
Charleston · SEC-registered
|
$36.5B | 69 | 588 | Clean |
| 3 |
Fort Mill · SEC-registered
|
$24.9B | 102,563 | 5,215 | Flagged |
| 4 |
Mount Pleasant · SEC-registered
|
$11.6B | 8,389 | 199 | Clean |
| 5 |
Columbia · SEC-registered
|
$5.0B | 712 | 38 | Clean |
| 6 |
Charleston · SEC-registered
|
$4.5B | 47 | 18 | Clean |
| 7 |
Charleston · SEC-registered
|
$4.0B | 65 | 17 | Flagged |
| 8 |
Charleston · SEC-registered
|
$3.5B | 10,432 | 18 | Clean |
| 9 |
Greenville · SEC-registered
|
$2.6B | 1,728 | 42 | Clean |
| 10 |
Greenville · SEC-registered
|
$2.5B | 8,964 | 76 | Clean |
| 11 |
Columbia · SEC-registered
|
$2.2B | 328 | 30 | Flagged |
| 12 |
Spartanburg · SEC-registered
|
$1.9B | 958 | 28 | Clean |
| 13 |
Greenwood · SEC-registered
|
$1.8B | 731 | 21 | Clean |
| 14 |
Columbia · SEC-registered
|
$1.5B | 916 | 11 | Clean |
| 15 |
Columbia · SEC-registered
|
$1.5B | 821 | 17 | Clean |
| 16 |
Mount Pleasant · SEC-registered
|
$1.4B | 1,258 | 29 | Clean |
| 17 |
Beaufort · SEC-registered
|
$1.4B | 472 | 16 | Clean |
| 18 |
Charleston · SEC-registered
|
$1.1B | 7 | 10 | Clean |
| 19 |
Daniel Island · SEC-registered
|
$1.0B | 2 | 9 | Clean |
| 20 |
Folly Beach · SEC-registered
|
$949.2M | 2 | 10 | Clean |
| 21 |
Daniel Island · SEC-registered
|
$749.4M | 1,315 | 30 | Clean |
| 22 |
Greenville · SEC-registered
|
$746.7M | 1,946 | 18 | Clean |
| 23 |
Greenville · SEC-registered
|
$686.1M | 739 | 10 | Clean |
| 24 |
Charleston · SEC-registered
|
$682.0M | 4 | 2 | Clean |
| 25 |
Spartanburg · SEC-registered
|
$678.1M | 424 | 8 | Clean |
| 26 |
Rock Hill · SEC-registered
|
$619.8M | 542 | 8 | Flagged |
| 27 |
Columbia · SEC-registered
|
$584.4M | 479 | 8 | Clean |
| 28 |
Rock Hill · SEC-registered
|
$572.6M | 476 | 7 | Clean |
| 29 |
Mt. Pleasant · SEC-registered
|
$559.3M | 656 | 19 | Clean |
| 30 |
Greenville · SEC-registered
|
$553.8M | 585 | 8 | Clean |
| 31 |
Ridgeland · SEC-registered
|
$540.8M | 401 | 7 | Clean |
| 32 |
Mount Pleasant · SEC-registered
|
$538.4M | 294 | 10 | Clean |
| 33 |
Spartanburg · SEC-registered
|
$532.9M | 408 | 7 | Clean |
| 34 |
Greenwood · SEC-registered
|
$499.4M | 289 | 2 | Clean |
| 35 |
Mt. Pleasant · SEC-registered
|
$498.1M | 557 | 3 | Clean |
| 36 |
Mt. Pleasant · SEC-registered
|
$492.3M | 700 | 6 | Clean |
| 37 |
Charleston · SEC-registered
|
$487.8M | 181 | 6 | Clean |
| 38 |
Kiawah Island · SEC-registered
|
$485.7M | 44 | 2 | Flagged |
| 39 |
Greenville · SEC-registered
|
$479.4M | 372 | 8 | Clean |
| 40 |
Florence · SEC-registered
|
$460.5M | 328 | 9 | Clean |
| 41 |
Greenville · SEC-registered
|
$447.8M | 520 | 3 | Clean |
| 42 |
Greenville · SEC-registered
|
$421.6M | 32 | 3 | Flagged |
| 43 |
Hilton Head Island · SEC-registered
|
$409.5M | 671 | 6 | Clean |
| 44 |
Charleston · SEC-registered
|
$405.7M | 251 | 9 | Clean |
| 45 |
Mount Pleasant · SEC-registered
|
$395.8M | 696 | 4 | Flagged |
| 46 |
Greenville · SEC-registered
|
$380.3M | 245 | 5 | Clean |
| 47 |
Greenville · SEC-registered
|
$377.3M | 257 | 10 | Clean |
| 48 |
Hilton Head · SEC-registered
|
$375.1M | 173 | 3 | Clean |
| 49 |
Seneca · SEC-registered
|
$354.9M | 245 | 3 | Clean |
| 50 |
Greenville · SEC-registered
|
$353.0M | 403 | 6 | Clean |
| 51 |
Charleston · SEC-registered
|
$349.1M | 7 | 15 | Clean |
| 52 |
Rock Hill · SEC-registered
|
$338.4M | 1,163 | 9 | Clean |
| 53 |
Beaufort · SEC-registered
|
$335.7M | 100 | 6 | Clean |
| 54 |
Lake Wylie · SEC-registered
|
$325.1M | 275 | 4 | Clean |
| 55 |
Charleston · SEC-registered
|
$322.0M | 205 | 4 | Clean |
| 56 |
Greenville · SEC-registered
|
$317.3M | 383 | 5 | Clean |
| 57 |
Myrtle Beach · SEC-registered
|
$313.4M | 596 | 6 | Clean |
| 58 |
Charleston · SEC-registered
|
$305.5M | 47 | 3 | Clean |
| 59 |
Columbia · SEC-registered
|
$304.7M | - | 2 | Clean |
| 60 |
Greenville · SEC-registered
|
$300.8M | 1,107 | 31 | Flagged |
| 61 |
Bluffton · SEC-registered
|
$284.7M | 163 | 6 | Clean |
| 62 |
Clover · SEC-registered
|
$281.6M | 314 | 7 | Clean |
| 63 |
Myrtle Beach · SEC-registered
|
$281.0M | 187 | 8 | Clean |
| 64 |
Charleston · SEC-registered
|
$274.2M | 358 | 5 | Clean |
| 65 |
Mt. Pleasant · SEC-registered
|
$274.0M | 71 | 2 | Clean |
| 66 |
Daniel Island · SEC-registered
|
$266.2M | 137 | 5 | Clean |
| 67 |
Charleston · SEC-registered
|
$262.4M | 203 | 5 | Clean |
| 68 |
Mount Pleasant · SEC-registered
|
$239.1M | 561 | 4 | Clean |
| 69 |
York · SEC-registered
|
$231.0M | 235 | 2 | Clean |
| 70 |
Charleston · SEC-registered
|
$229.8M | 3 | 2 | Clean |
| 71 |
Mt. Pleasant · SEC-registered
|
$227.7M | 1 | 4 | Clean |
| 72 |
Seneca · SEC-registered
|
$225.7M | 278 | 4 | Clean |
| 73 |
Columbia · SEC-registered
|
$222.8M | 353 | 5 | Clean |
| 74 |
MT Pleasant · SEC-registered
|
$221.4M | 88 | 3 | Clean |
| 75 |
Charleston · SEC-registered
|
$214.7M | 129 | 2 | Clean |
| 76 |
Bluffton · SEC-registered
|
$213.6M | 186 | 3 | Clean |
| 77 |
Mount Pleasant · SEC-registered
|
$206.5M | 292 | 3 | Clean |
| 78 |
Bluffton · SEC-registered
|
$199.0M | 190 | 3 | Clean |
| 79 |
Mount Pleasant · SEC-registered
|
$191.3M | 253 | 5 | Clean |
| 80 |
Chapin · SEC-registered
|
$179.7M | 113 | 12 | Clean |
| 81 |
Columbia · SEC-registered
|
$179.4M | 100 | 2 | Clean |
| 82 |
Columbia · SEC-registered
|
$178.3M | 65 | 4 | Clean |
| 83 |
Fort Mill · SEC-registered
|
$175.8M | 400 | 3 | Clean |
| 84 |
Greenville · SEC-registered
|
$175.0M | 365 | 2 | Clean |
| 85 |
Columbia · SEC-registered
|
$170.4M | 100 | 2 | Clean |
| 86 |
Charleston · SEC-registered
|
$168.1M | 3 | 10 | Clean |
| 87 |
Charleston · SEC-registered
|
$155.0M | 4 | 13 | Clean |
| 88 |
Greer · SEC-registered
|
$152.0M | 126 | 4 | Clean |
| 89 |
Greenville · SEC-registered
|
$147.1M | 864 | 25 | Clean |
| 90 |
Georgetown · SEC-registered
|
$138.3M | 422 | 8 | Clean |
| 91 |
Charleston · SEC-registered
|
$137.3M | 3 | 8 | Clean |
| 92 |
Rock Hill · SEC-registered
|
$133.6M | 170 | 3 | Clean |
| 93 |
Greenville · SEC-registered
|
$133.0M | 304 | 2 | Clean |
| 94 |
Mount Pleasant · SEC-registered
|
$131.6M | 77 | 7 | Clean |
| 95 |
Charleston · SEC-registered
|
$131.0M | 188 | 3 | Clean |
| 96 |
Charleston · State-registered
|
$126.8M | 426 | 12 | Clean |
| 97 |
Columbia · SEC-registered
|
$126.5M | 249 | 5 | Clean |
| 98 |
Myrtle Beach · SEC-registered
|
$126.2M | 159 | 2 | Clean |
| 99 |
Bluffton · SEC-registered
|
$126.0M | 181 | 4 | Clean |
| 100 |
Mount Pleasant · SEC-registered
|
$125.0M | 163 | 2 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in South Carolina by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.