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:
PERMANENS CAPITAL L.P.
CRD#: 157476
Address: 18 N. Adgers Wharf, Charleston, SC 29401
AUM: $ 4.2B
OBJECTIVITY SQUARED WEALTH MANAGEMENT
CRD#: 311052
Address: 701 East Bay Street Suite 403, Charleston, SC 29403
Clients: 96
Average Clients per Advisor: 48
AUM: $ 337M
CURRAN FINANCIAL PARTNERS, LLC
CRD#: 281943
Address: 672 Marina Drive Suite 108, Charleston, SC 29492
Clients: 1,024
Average Clients per Advisor: 93
AUM: $ 319M
CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC
CRD#: 171534
Address: Charleston, SC
Clients: 5
Average Clients per Advisor: 5
AUM: $ 315M
CAPASSO PLANNING PARTNERS LLC
CRD#: 294673
Address: 635 East Bay Street Suite C, Charleston, SC 29403
Clients: 490
Average Clients per Advisor: 61
AUM: $ 281M
CHARLESTON FINANCIAL ADVISORS, LLC
CRD#: 137536
Address: 4 North Atlantic Wharf, Suite 200, Charleston, SC 29401-2168
Clients: 110
Average Clients per Advisor: 36
AUM: $ 186M
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
Paul Allan Lankau
Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.
Steven Wayne Breen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Blair Secrest
Registered Affiliation(s):SOUTHEAST FINANCIAL GROUP
Jerry Albert Koebel
Registered Affiliation(s):BFC PLANNING, INC.
Laura H Clark
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Garner Wiggins
Registered Affiliation(s):EDWARD JONES
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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