Top Financial Advisors in Charleston, South Carolina
Finding the right financial advisor in Charleston is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Charleston, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Charleston, SC.
Find the Best Financial Advisor Firms in Charleston:
PERMCAP INVESTMENT OFFICE
CRD#: 157476
Address: 10 Gillon Street, Charleston, SC 29401
AUM: $ 4.9B
OBJECTIVITY SQUARED WEALTH MANAGEMENT
CRD#: 311052
Address: 701 East Bay Street Suite 403, Charleston, SC 29403
Clients: 110
Average Clients per Advisor: 27
AUM: $ 401M
CAPASSO PLANNING PARTNERS LLC
CRD#: 294673
Address: 635 East Bay Street Suite C, Charleston, SC 29403
Clients: 543
Average Clients per Advisor: 77
AUM: $ 328M
NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD#: 327001
Address: 8 N. Adgers Wharf, Charleston, SC 29401
Clients: 139
Average Clients per Advisor: 46
AUM: $ 291M
BALLAST ROCK PRIVATE WEALTH
CRD#: 322064
Address: 460 King Street Suite 200, Charleston, SC 29403
Clients: 143
Average Clients per Advisor: 23
AUM: $ 238M
CHARLESTON FINANCIAL ADVISORS, LLC
CRD#: 137536
Address: 4 North Atlantic Wharf Suite 200, Charleston, SC 29401-2168
Clients: 109
Average Clients per Advisor: 54
AUM: $ 234M
How We Chose the Top Financial Advisors in Charleston, South Carolina
To create this list of top financial advisor firms in Charleston, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Charleston has to offer.
Search Financial Advisors in Charleston, South Carolina
Roger Wesley Johnson
Paul Allan Lankau Jr
Steven Wayne Breen
Jerry Albert Koebel
Laura H Clark
Michael Garner Wiggins
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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