AdvisorCensus / Financial advisors / South Carolina / Charleston, SC / Branch offices
Advisory firms with an office in Charleston, SC, headquartered elsewhere
77 investment advisory firms with a principal office outside the Charleston, SC metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 11 Tribes Ventures | Mt. Pleasent, SC | Glen Ellyn, IL | Exempt reporting adviser |
| ACT Advisors | Mount Pleasant, SC | Asheville, NC | SEC-registered investment adviser |
| AMB Wealth, LLC | Summerville, SC | Thomasville, GA | SEC-registered investment adviser |
| Anderson Growth Partners, LLC | Charleston, SC | Birmingham, AL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Charleston, SC | Newport Beach, CA | SEC-registered investment adviser |
| Bellars Harris Wealth Management | Mount Pleasant, SC | Virginia Beach, VA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Mount Pleasant, SC | Reno, NV | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Edisto Island, SC | Jupiter, FL | SEC-registered investment adviser |
| Brickell Key Asset Management Limited | Charleston, SC | St. Peter Port, Guernsey | SEC-registered investment adviser |
| Broad Bay Capital Management LP | Charleston, SC | New York, NY | SEC-registered investment adviser |
| Broadtree Partners Management, LLC | Mount Pleasant, SC | Charlotte, NC | Exempt reporting adviser |
| Carswell Investments, LLC | Daniel Island, SC | East Syracuse, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Daniel Island, SC | Schaumburg, IL | SEC-registered investment adviser |
| CIO Capital Group LLC | Charleston, SC | New York, NY | SEC-registered investment adviser |
| Colonial Trust Advisors, Inc. | Charleston, SC | Spartanburg, SC | SEC-registered investment adviser |
| Creative Planning | Mt. Pleasant, SC | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Securities, LLC | Summerville, SC | Overland Park, KS | SEC-registered investment adviser |
| DBA Big Money Retirement and Big Retirement | Charleston, SC | Greenville, SC | SEC-registered investment adviser |
| Detterbeck Wealth Management | Mt. Pleasant, SC | Palatine, IL | SEC-registered investment adviser |
| Dynamic | Mount Pleasant, SC | Phoenix, AZ | SEC-registered investment adviser |
| Elwood & Goetz | Mt Pleasant, SC | Athens, GA | SEC-registered investment adviser |
| Ethos Financial Group, LLC | Charleston, SC | King of Prussia, PA | SEC-registered investment adviser |
| Faith Investor Services | North Charleston, SC | Scottsdale, AZ | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | North Charleston, SC | Ontario, CA | SEC-registered investment adviser |
| Fidus Investment Advisors, LLC | Charleston, SC | Evanston, IL | SEC-registered investment adviser |
| First Citizens Asset Management, Inc | Charleston, SC | Raleigh, NC | SEC-registered investment adviser |
| Flank Fund Manager, LLC | Charleston, SC | Palm Beach, FL | Exempt reporting adviser |
| Florida Financial Advisors, LLC | Mount Pleasant, SC | Tampa, FL | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Charleston, SC | Springfield, MO | SEC-registered investment adviser |
| Gamco Asset Management Inc. | Mount Pleasant, SC | Greenwich, CT | SEC-registered investment adviser |
| Gannett Wealth Advisors | Charleston, SC | Austin, TX | SEC-registered investment adviser |
| Good Life Advisors, LLC | Mount Pleasant, SC | Celebration, FL | SEC-registered investment adviser |
| IFC Advisors LLC | Mount Pleasant, SC | Los Angeles, CA | SEC-registered investment adviser |
| IHT Wealth Management LLC | Mount Pleasant, SC | Chicago, IL | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Charleston, SC | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Daniel Island, SC | Tampa, FL | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Mount Pleasant, SC | Dallas, TX | SEC-registered investment adviser |
| Investment Management Corporation | Mt Pleasant, SC | Roanoke, VA | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Mt Pleasant, SC | Charlotte, NC | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Mt Pleasant, SC | Los Angeles, CA | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | Charleston, SC | Grants Pass, OR | SEC-registered investment adviser |
| Lyric Capital Management Group, L.P. | Charleston, SC | New York, NY | SEC-registered investment adviser |
| Manifest Energy Transition Company, LLC | Charleston, SC | San Antonio, TX | Exempt reporting adviser |
| Mariner | Mt Pleasant, SC | Overland Park, KS | SEC-registered investment adviser |
| Match Grade Advisors | Mt. Pleasant, SC | Greenville, SC | SEC-registered investment adviser |
| McGinn Penninger Investment Management Inc. | Charleston, SC | Alexandria, VA | SEC-registered investment adviser |
| Natural Investments | North Charleston, SC | San Francisco, CA | SEC-registered investment adviser |
| New Mountain Capital, LLC | Charleston, SC | New York, NY | SEC-registered investment adviser |
| New Mountain Credit CLO Advisers, L.L.C. | Charleston, SC | New York, NY | SEC-registered investment adviser |
| New Mountain Finance Advisers, L.L.C. | Charleston, SC | New York, NY | SEC-registered investment adviser |
| Newedge Advisors | Johns Island, SC | New Orleans, LA | SEC-registered investment adviser |
| Oak Street Advisors | Mt. Pleasant, SC | Myrtle Beach, SC | SEC-registered investment adviser |
| Oneseven | Mt Pleasant, SC | Beachwood, OH | SEC-registered investment adviser |
| Partners in Financial Planning, LLC | Charleston, SC | Salem, VA | SEC-registered investment adviser |
| Prime Capital Financial | Charleston, SC | Overland Park, KS | SEC-registered investment adviser |
| Prosperity Capital Advisors | Charleston, SC | Westlake, OH | SEC-registered investment adviser |
| Quartz Partners Investment Management | Mt. Pleasant, SC | Saratoga Springs, NY | SEC-registered investment adviser |
| Raptor Capital Management LP | Charleston, SC | Boston, MA | Exempt reporting adviser |
| Recurring Capital Management Company, LLC | Mount Pleasant, SC | Austin, TX | SEC-registered investment adviser |
| SDC Capital Partners, LLC | Charleston, SC | New York, NY | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Charleston, SC | Akron, OH | SEC-registered investment adviser |
| Solutions 4 Wealth | Mount Pleasant, SC | Southlake, TX | SEC-registered investment adviser |
| Southeast Asset Advisors, LLC | Charleston, SC | Thomasville, GA | SEC-registered investment adviser |
| Southstate Private Capital Management LLC | Charleston, SC | Columbia, SC | SEC-registered investment adviser |
| Spire Capital Management LLC | Charleston, SC | New York, NY | SEC-registered investment adviser |
| Strategic Blueprint, LLC | Charleston, SC | Atlanta, GA | SEC-registered investment adviser |
| Sweetwater Private Equity | Charleston, SC | Encinitas, CA | SEC-registered investment adviser |
| Synovus Securities, Inc. | Charleston, SC | Columbus, GA | SEC-registered investment adviser |
| Thackeray Partners | Charleston, SC | Dallas, TX | SEC-registered investment adviser |
| The Marin Group Inc. | Charleston, SC | Atlanta, GA | SEC-registered investment adviser |
| Tidal Fund Manager LLC | Charleston, SC | Palm Beach, FL | Exempt reporting adviser |
| TSW II Capital Advisors, LLC | Charleston, SC | Chattanooga, TN | SEC-registered investment adviser |
| Verition Fund Management LLC | Charleston, SC | Greenwich, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Daniel Island, SC | Cincinnati, OH | SEC-registered investment adviser |
| Wealth Management | Charleston, SC | Norfolk, NE | SEC-registered investment adviser |
| Websterrogers Financial Advisors, LLC | Charleston, SC | Florence, SC | SEC-registered investment adviser |
| Wells Fargo Advisors | Charleston, SC | St. Louis, MO | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Charleston, SC, headquartered elsewhere. https://advisorcensus.com/advisors/sc/charleston/branch-offices https://advisorcensus.com/advisors/sc/charleston/branch-offices