Browse all Independent advisors in South Carolina

Every advisor below is licensed to work with clients in South Carolina. Narrow by specialty to find someone who focuses on your situation.

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	1,169
Wealth management	911
Retirement plans for business owners (SEP, solo 401k)	676
Executive	614
Retired	579
Retirement income strategy	574
Options & derivatives strategies	567
Private / alternative investments	507
Active portfolio management	503
General retirement planning	398
Tax-loss harvesting	398
College savings (529s, UTMA, etc.)	365
Annuities	332
Income planning	279
Cash flow / budgeting	244
Concentrated stock management	219
General estate planning guidance	211
ESG / Sustainable investing	201
Passive / index investing	191
Charitable giving & philanthropy	173
Business exit / sale strategy	156
General tax planning	145
Business succession planning	140
Equity compensation tax strategy	125
Real estate investing	125
Retirement withdrawal strategies	123
Business ownership considerations	102
Mid-Career Professionals	44
Approaching retirement	40
Tax strategies for small businesses	40
Long-term care insurance	38
Self-Employed	36
Social Security optimization	35
Liquidity event planning	34
Debt management	29
HENRY (High Earners, Not Rich Yet)	26
Educators, Teachers, and Academics	25
Factor investing / smart beta	23
Business sale tax planning	20
Divorce financial planning	20
Life insurance needs analysis	18
Religious/faith focused	17
Married/Couples/Partners	16
Roth conversion strategy	15
Charitable giving tax strategies	12
Medicare planning	12
Doctor or Medical Professional	10
Values-based investing	10
Young Professionals	10
Financial Professional	8
Family Business	7
Women Professionals	7
Business Financial Management	6
Established Professionals	6
Retired	6
Military & Veterans	5
Christian Faith Based	4
Dual Income Family	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Young Families	4
Attorney	3
Engineering Professional	3
Professional Athlete	3

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