Browse all Seasoned 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	2,466
Retired	1,542
Tax-loss harvesting	1,357
Executive	1,205
Wealth management	1,167
Retirement plans for business owners (SEP, solo 401k)	893
Retirement income strategy	800
College savings (529s, UTMA, etc.)	622
General retirement planning	519
Annuities	449
Active portfolio management	441
Business exit / sale strategy	373
ESG / Sustainable investing	359
Approaching retirement	327
General estate planning guidance	314
Mid-Career Professionals	301
Private / alternative investments	296
Income planning	287
Self-Employed	286
Cash flow / budgeting	278
Options & derivatives strategies	273
HENRY (High Earners, Not Rich Yet)	266
Social Security optimization	197
Charitable giving & philanthropy	189
Passive / index investing	182
Retirement withdrawal strategies	167
Business succession planning	146
Equity compensation tax strategy	123
Concentrated stock management	103
Multi-generational wealth transfer	93
Divorce financial planning	86
Planning for children with special needs	60
Real estate investing	56
Business ownership considerations	51
General tax planning	48
Married/Couples/Partners	36
Established Professionals	27
Women Professionals	27
Attorney	26
Educators, Teachers, and Academics	23
Financial Professional	23
Debt management	18
Factor investing / smart beta	18
Long-term care insurance	18
Tax strategies for small businesses	15
Liquidity event planning	13
Family Business	10
Business sale tax planning	8
Charitable giving tax strategies	8
Values-based investing	8
Religious/faith focused	6
Retired	6
Doctor or Medical Professional	5
Life insurance needs analysis	5
Medicare planning	5
Professional Athlete	5
Roth conversion strategy	4
Dentist	3

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