AdvisorCensus / Financial advisors / South Carolina / Columbia, SC / Branch offices
Advisory firms with an office in Columbia, SC, headquartered elsewhere
38 investment advisory firms with a principal office outside the Columbia, 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 |
|---|---|---|---|
| 1919 Investment Counsel, LLC | Charlotte, NC | Baltimore, MD | SEC-registered investment adviser |
| Adapt Wealth Advisors, LLC | Columbia, SC | Atlanta, GA | SEC-registered investment adviser |
| Advisory Services Network | Camden, SC | Atlanta, GA | SEC-registered investment adviser |
| Advocacy Wealth Management, LLC | Columbia, SC | Atlanta, GA | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Lexington, SC | Lincoln, NE | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Columbia, SC | Mount Pleasant, SC | SEC-registered investment adviser |
| Asana Partners, LP | Columbia, SC | Charlotte, NC | SEC-registered investment adviser |
| Burkett Financial Services, LLC | West Columbia, SC | Rock Hill, SC | SEC-registered investment adviser |
| Capital Investment Advisory Services, LLC | Columbia, SC | Raleigh, NC | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Columbia, SC | Glen Allen, VA | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Lexington, SC | Anaheim, CA | SEC-registered investment adviser |
| Colonial Trust Advisors, Inc. | Columbia, SC | Spartanburg, SC | SEC-registered investment adviser |
| Cornerstone Wealth | Columbia, SC | Huntersville, NC | SEC-registered investment adviser |
| First Citizens Asset Management, Inc | Cayce, SC | Raleigh, NC | SEC-registered investment adviser |
| Global Retirement Partners LLC | Columbia, SC | San Rafael, CA | SEC-registered investment adviser |
| Global View Investment Advisors, LLC | Columbia, SC | Greenville, SC | SEC-registered investment adviser |
| Good Life Advisors, LLC | Columbia, SC | Celebration, FL | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Columbia, SC | Berwyn, PA | SEC-registered investment adviser |
| HB Wealth | Columbia, SC | Atlanta, GA | SEC-registered investment adviser |
| HPS Advisors, LLC | Columbia, SC | New York, NY | SEC-registered investment adviser |
| HPS Investment Partners, LLC | Columbia, SC | New York, NY | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Columbia, SC | Charlotte, NC | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Columbia, SC | Dallas, TX | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Columbia, SC | Omaha, NE | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | West Columbia, SC | Indianapolis, IN | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | West Columbia, SC | San Francisco, CA | SEC-registered investment adviser |
| Private Client Services, LLC | Columbia, SC | Louisville, KY | SEC-registered investment adviser |
| Prota Financial | Columbia, SC | Houston, TX | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Columbia, SC | Kentwood, MI | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Columbia, SC | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Columbia, SC | Rockford, IL | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Columbia, SC | Fort Lauderdale, FL | SEC-registered investment adviser |
| Stephens | Columbia, SC | Little Rock, AR | SEC-registered investment adviser |
| Synovus Securities, Inc. | Columbia, SC | Columbus, GA | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Columbia, SC | New York, NY | SEC-registered investment adviser |
| Trek Financial | Colimbia, SC | Scottsdale, AZ | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Chapin, SC | Brentwood, TN | SEC-registered investment adviser |
| Wealthspan Investment Management, LLC | Lexington, SC | Grand Rapids, MI | 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.
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AdvisorCensus. Advisory firms with an office in Columbia, SC, headquartered elsewhere. https://advisorcensus.com/advisors/sc/columbia/branch-offices https://advisorcensus.com/advisors/sc/columbia/branch-offices