| Altriarch Asset Management, LLC | Charleston | $349.1M | 7 |
| Core Compliance Group, LLC | Rock Hill | $338.4M | — |
| Apricus Wealth LLC | Beaufort | $335.7M | — |
| Catawba River Capital | Lake Wylie | $325.1M | — |
| Nicholson Wealth Management Group, LLC | Charleston | $322M | — |
| Bca Private Wealth, Inc. | Greenville | $317.3M | — |
| Carolina Wealth Advisors, LLC | Myrtle Beach | $313.4M | — |
| Victoria Capital Management, Inc. | Charleston | $305.5M | — |
| Yon Drake & Associates Inc | Columbia | $304.7M | — |
| Resolute Capital, LLC | Greenville | $300.8M | — |
| Oak Advisors, LLC | Bluffton | $284.7M | — |
| Copperleaf Capital, LLC | Clover | $281.6M | — |
| Riverbend Wealth Management, LLC | Myrtle Beach | $281M | — |
| Capasso Planning Partners LLC | Charleston | $274.2M | — |
| Jp Wealth Management, Inc. | Mt. Pleasant | $274M | — |
| Harbour Wealth Management Group, Inc. | Daniel Island | $266.2M | — |
| Charleston Financial Advisors, LLC | Charleston | $262.4M | — |
| Saos Capital, LLC | Mount Pleasant | $239.1M | — |
| Concorde Financial Resources I Inc. | York | $231M | — |
| Bowside Capital, LLC | Charleston | $229.8M | 3 |
| Breach Inlet Capital Management, LLC | Mt. Pleasant | $227.7M | 1 |
| Magnolia Financial Planning Services, Inc. | Seneca | $225.7M | 1 |
| Davinci Financial Designs LLC | Columbia | $222.8M | — |
| Carroll Investors, Inc. | Mt Pleasant | $221.4M | — |
| Kinwell LLC | Charleston | $214.7M | — |
| Coastline Complete Wealth LLC | Bluffton | $213.6M | — |
| 360 Financial Partners, LLC | Mount Pleasant | $206.5M | — |
| Bedminster L.L.C. | Bluffton | $199M | — |
| Oceanside Advisors LLC | Mount Pleasant | $191.3M | — |
| Keen Capital, Ltd | Chapin | $179.7M | — |
| Beers Kight Financial Advisors, LLC | Columbia | $179.4M | — |
| William B. Walkup & Associates, Inc. | Columbia | $178.3M | 13 |
| Intentional, LLC | Fort Mill | $175.8M | — |
| Jfa Advisors, LLC | Greenville | $175M | — |
| Allison Investment Management, LLC | Columbia | $170.4M | — |
| Wallick Investments, LLC | Columbia | $168.3M | — |
| Frontline Healthcare Partners, LLC | Charleston | $168.1M | 3 |
| Ivy Evergreen, LLC | Charleston | $155M | 4 |
| Van der Noord Financial Advisors, Inc. | Greer | $152M | — |
| Burgess Investment Group, LLC | Greenville | $147.1M | — |
| Wildes Financial Strategies, Inc | Georgetown | $138.3M | — |
| Sqn Venture Partners, LLC | Charleston | $137.3M | — |
| Anderson Griggs & Company, Inc. | Rock Hill | $133.6M | — |
| V. M. Manning & Co., Inc. | Greenville | $133.3M | — |
| Smith, Brian David | Greenville | $133M | — |
| Imprint Wealth LLC | Mount Pleasant | $131.6M | — |
| Warren Capital Management, Inc. | Charleston | $131M | — |
| Advr, Inc | Charleston | $126.8M | — |
| Oak Street Advisors Inc | Myrtle Beach | $126.2M | — |
| Live Oak Management Group, LLC | Bluffton | $126M | — |