Browse all advisors in South Carolina

Every advisor below is licensed to work with clients in South Carolina. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
6,251
Tax-loss harvesting
3,901
Retired
3,745
Wealth management
3,314
Executive
2,936
Retirement plans for business owners (SEP, solo 401k)
2,391
Retirement income strategy
1,986
College savings (529s, UTMA, etc.)
1,721
General retirement planning
1,368
Active portfolio management
1,349
ESG / Sustainable investing
944
Business exit / sale strategy
924
Annuities
845
Mid-Career Professionals
821
Private / alternative investments
786
HENRY (High Earners, Not Rich Yet)
746
Self-Employed
741
General estate planning guidance
735
Options & derivatives strategies
726
Approaching retirement
723
Income planning
707
Cash flow / budgeting
678
Passive / index investing
678
Charitable giving & philanthropy
526
Social Security optimization
444
Multi-generational wealth transfer
395
Retirement withdrawal strategies
370
Business succession planning
294
Equity compensation tax strategy
286
Concentrated stock management
273
Business ownership considerations
234
Divorce financial planning
200
Real estate investing
173
General tax planning
161
Planning for children with special needs
102
Married/Couples/Partners
87
Women Professionals
74
Attorney
71
Educators, Teachers, and Academics
67
Divorced
66
Long-term care insurance
65
Debt management
63
Financial Professional
58
Parents
56
Factor investing / smart beta
54
Established Professionals
53
Tax strategies for small businesses
43
Military & Veterans
41
Liquidity event planning
40
Women's Finance
31
Values-based investing
29
Business sale tax planning
26
Family Business
26
Religious/faith focused
26
Doctor or Medical Professional
21
Life insurance needs analysis
21
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
18
Roth conversion strategy
17
Retired
16
Inheritance planning
15
Medicare planning
15
Business Financial Management
14
Young Families
14
Young Professionals
14
Charitable giving tax strategies
13
Equity Recipients (RS/RSU, SOP, ESPP)
13
Professional Athlete
10
Consultant
8
Technology Professional
8
Trust structures (GRAT, IDGT, revocable)
8
Christian Faith Based
7
Dentist
6
Dual Income Family
5
Entertainment Industry
5
Engineering Professional
4
Widow/Widower
4
Government Employee
3
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