Ways to browse advisors serving South Carolina

Pick a specialty or descriptor to browse more advisors serving South Carolina.

By how they work

Type	Advisors
Large-firm	6,674
Flat-fee	5,484
Seasoned	3,568
Independent	2,545
CFP®-certified	1,585

By who they serve

Type	Advisors
High-net-worth	1,273
Baby Boomer	105
Millennial	7
Gen X	6

Browse by city

Find advisors near a specific metro area in South Carolina.

City	Advisors
Rock Hill, SC	4,283
North Charleston, SC	1,260
Charleston, SC	1,253
Greer, SC	1,225
Mauldin, SC	1,184
Greenville, SC	1,098
Orangeburg, SC	798
Bluffton, SC	717
Columbia, SC	706
Spartanburg, SC	583
Hilton Head Island, SC	540
Port Royal, SC	390
Beaufort, SC	390
Myrtle Beach, SC	333
Murrells Inlet, SC	298
North Myrtle Beach, SC	295
Conway, SC	294
Gaffney, SC	220
Seneca, SC	202
Anderson, SC	197
Florence, SC	84
Sumter, SC	60
Greenwood, SC	43
Newberry, SC	40

Browse by specialty

Find advisors serving South Carolina who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,289
Tax-loss harvesting	3,916
Retired	3,752
Wealth management	3,323
Executive	2,968
Retirement plans for business owners (SEP, solo 401k)	2,391
Retirement income strategy	2,004
College savings (529s, UTMA, etc.)	1,723
Private / alternative investments	1,568
General retirement planning	1,368
Business exit / sale strategy	1,367
Active portfolio management	1,349
ESG / Sustainable investing	944
Passive / index investing	932
Annuities	844
General estate planning guidance	837
Options & derivatives strategies	760
HENRY (High Earners, Not Rich Yet)	750
Self-Employed	743
Approaching retirement	722
Income planning	717
Cash flow / budgeting	575
Charitable giving & philanthropy	520
Social Security optimization	443
Multi-generational wealth transfer	399
Mid-Career Professionals	398
Retirement withdrawal strategies	376
Concentrated stock management	346
Business succession planning	296
Equity compensation tax strategy	287
Business ownership considerations	236
Divorce financial planning	205
Real estate investing	180
General tax planning	166
Tax strategies for small businesses	147
Planning for children with special needs	102
Married/Couples/Partners	87
Debt management	75
Women Professionals	75
Attorney	72
Divorced	67
Educators, Teachers, and Academics	66
Financial Professional	59
Established Professionals	57
Parents	55
Factor investing / smart beta	54
Long-term care insurance	53
Military & Veterans	43
Liquidity event planning	40
Women's Finance	33
Values-based investing	30
Business sale tax planning	26
Religious/faith focused	26
Family Business	25
Roth conversion strategy	23
Doctor or Medical Professional	22
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	19
Intergenerational Families	16
Retired	16
Inheritance planning	15
Medicare planning	15
Young Professionals	15
Business Financial Management	14
Equity Recipients (RS/RSU, SOP, ESPP)	14
Life insurance needs analysis	14
Young Families	14
Charitable giving tax strategies	13
Professional Athlete	10
Christian Faith Based	8
Consultant	8
Technology Professional	8
Trust structures (GRAT, IDGT, revocable)	8
Dentist	6
Dual Income Family	5
Entertainment Industry	5
Engineering Professional	4
Government Employee	4
Widow/Widower	4

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