{ "path": "/advisors/sc", "url": "https://advisorcensus.com/advisors/sc/page/3", "page_type": "state", "title": "Financial advisors in South Carolina", "filters": {}, "scope_total": 302, "faq": [ { "q": "How many financial advisory firms are there in South Carolina?", "a": "AdvisorCensus lists 302 investment advisory firms with a principal office in South Carolina, from Form ADV filings as of October 2026: 120 SEC-registered, 170 state-registered, and 12 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in South Carolina?", "a": "126 of the 302 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in South Carolina offer financial planning?", "a": "210 of the 290 firms in South Carolina that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in South Carolina fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 126 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 302 investment advisory firms with a principal office in South Carolina, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in South Carolina: 302 firms from Form ADV filings as of October 2026.", "total_firms": 302, "page": 3, "total_pages": 7, "sort": "name", "registration_types": { "sec": 120, "state": 170, "exempt": 12 }, "fee_model_mix": [ { "code": "fee-only", "count": 126 }, { "code": "percentage_of_aum", "count": 265 }, { "code": "hourly", "count": 129 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 155 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 23 }, { "code": "other", "count": 35 }, { "code": "not_reported", "count": 12 } ], "years_registered_distribution": [ { "code": "under_5", "count": 128 }, { "code": "5_to_9", "count": 61 }, { "code": "10_to_19", "count": 71 }, { "code": "20_plus", "count": 41 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 100 }, { "code": "25m_100m", "count": 55 }, { "code": "100m_500m", "count": 79 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 35 } ], "firms": [ { "crd_number": 339498, "name": "Fountainhead Wealth Planning", "name_as_filed": "FOUNTAINHEAD WEALTH PLANNING", "url": "https://advisorcensus.com/firm/fountainhead-wealth-planning-339498", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332158, "name": "Fowler Wealth Management", "name_as_filed": "FOWLER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fowler-wealth-management-lake-city-sc-332158", "city": "Lake City", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331752, "name": "FPR Investments LLC", "name_as_filed": "FPR INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/fpr-investments-llc-331752", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 311770, "name": "Frontline Healthcare Partners", "name_as_filed": "FRONTLINE HEALTHCARE PARTNERS", "url": "https://advisorcensus.com/firm/frontline-healthcare-partners-charleston-sc-311770", "city": "Charleston", "state": "SC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154726, "name": "Fusion Capital, LLC", "name_as_filed": "FUSION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/fusion-capital-llc-mt-pleasant-sc-154726", "city": "Mt. Pleasant", "state": "SC", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308263, "name": "Generouswealth, LLC", "name_as_filed": "GENEROUSWEALTH, LLC", "url": "https://advisorcensus.com/firm/generouswealth-llc-summerville-sc-308263", "city": "Summerville", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329661, "name": "Genesia Investments LLC", "name_as_filed": "GENESIA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/genesia-investments-llc-reidville-sc-329661", "city": "Reidville", "state": "SC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 160105, "name": "Global Frontier Investments, LLC", "name_as_filed": "GLOBAL FRONTIER INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/global-frontier-investments-llc-charleston-sc-160105", "city": "Charleston", "state": "SC", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145499, "name": "Global View Investment Advisors, LLC", "name_as_filed": "GLOBAL VIEW INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499", "city": "Greenville", "state": "SC", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127896, "name": "Goepper Burkhardt LLC", "name_as_filed": "GOEPPER BURKHARDT LLC", "url": "https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896", "city": "Greenville", "state": "SC", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174196, "name": "Gordon Financial", "name_as_filed": "GORDON FINANCIAL", "url": "https://advisorcensus.com/firm/gordon-financial-174196", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340643, "name": "Greene Directions LLC", "name_as_filed": "GREENE DIRECTIONS LLC", "url": "https://advisorcensus.com/firm/greene-directions-llc-340643", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309954, "name": "Greenville Capital", "name_as_filed": "GREENVILLE CAPITAL", "url": "https://advisorcensus.com/firm/greenville-capital-greenville-sc-309954", "city": "Greenville", "state": "SC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115015, "name": "Greenwood Capital Associates, LLC", "name_as_filed": "GREENWOOD CAPITAL ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/greenwood-capital-associates-llc-greenwood-sc-115015", "city": "Greenwood", "state": "SC", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 160665, "name": "Greystar Investment Group, LLC", "name_as_filed": "GREYSTAR INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/greystar-investment-group-llc-charleston-sc-160665", "city": "Charleston", "state": "SC", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 159812, "name": "Ground Swell Capital, LLC", "name_as_filed": "GROUND SWELL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/ground-swell-capital-llc-folly-beach-sc-159812", "city": "Folly Beach", "state": "SC", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 140795, "name": "Gunderson Capital Management", "name_as_filed": "GUNDERSON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/gunderson-capital-management-mount-pleasant-sc-140795", "city": "Mount Pleasant", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339478, "name": "GWA Wealth", "name_as_filed": "GWA WEALTH", "url": "https://advisorcensus.com/firm/gwa-wealth-mt-pleasant-sc-339478", "city": "Mt Pleasant", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152551, "name": "H I Management Services Inc.", "name_as_filed": "H I MANAGEMENT SERVICES INC.", "url": "https://advisorcensus.com/firm/h-i-management-services-inc-152551", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166285, "name": "Hall Asset Management Group, Inc.", "name_as_filed": "HALL ASSET MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/hall-asset-management-group-inc-columbia-sc-166285", "city": "Columbia", "state": "SC", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 119655, "name": "Hanover Advisors, Inc", "name_as_filed": "HANOVER ADVISORS, INC", "url": "https://advisorcensus.com/firm/hanover-advisors-inc-seneca-sc-119655", "city": "Seneca", "state": "SC", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 314496, "name": "Harbour Wealth Management Group, Inc.", "name_as_filed": "HARBOUR WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/harbour-wealth-management-group-inc-daniel-island-sc-314496", "city": "Daniel Island", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153023, "name": "Hardin Capital Partners, LLC", "name_as_filed": "HARDIN CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hardin-capital-partners-llc-greenville-sc-153023", "city": "Greenville", "state": "SC", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127719, "name": "Hardwick Capital Management, LLC", "name_as_filed": "HARDWICK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hardwick-capital-management-llc-pawleys-island-sc-127719", "city": "Pawleys Island", "state": "SC", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333107, "name": "Harper Financial Planning", "name_as_filed": "HARPER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/harper-financial-planning-333107", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293982, "name": "Harvest Financial Planning, LLC", "name_as_filed": "HARVEST FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/harvest-financial-planning-llc-293982", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 332277, "name": "Headland Capital", "name_as_filed": "HEADLAND CAPITAL", "url": "https://advisorcensus.com/firm/headland-capital-mt-pleasant-sc-332277", "city": "Mt. Pleasant", "state": "SC", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313836, "name": "Healthcare Venture Partners, LLC", "name_as_filed": "HEALTHCARE VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/healthcare-venture-partners-llc-daniel-island-sc-313836", "city": "Daniel Island", "state": "SC", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160399, "name": "Healthcor Partners Management, L.P.", "name_as_filed": "HEALTHCOR PARTNERS MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/healthcor-partners-management-l-p-daniel-island-sc-160399", "city": "Daniel Island", "state": "SC", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315714, "name": "Hedaya Financial LLC", "name_as_filed": "HEDAYA FINANCIAL LLC", "url": "https://advisorcensus.com/firm/hedaya-financial-llc-315714", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333823, "name": "HFG Capital", "name_as_filed": "HFG CAPITAL", "url": "https://advisorcensus.com/firm/hfg-capital-summerville-sc-333823", "city": "Summerville", "state": "SC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299375, "name": "Hilton Head Capital Partners, LLC", "name_as_filed": "HILTON HEAD CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hilton-head-capital-partners-llc-hilton-head-island-sc-299375", "city": "Hilton Head Island", "state": "SC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140249, "name": "Hilton Head Financial Advisors, Inc.", "name_as_filed": "HILTON HEAD FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/hilton-head-financial-advisors-inc-hilton-head-sc-140249", "city": "Hilton Head", "state": "SC", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285945, "name": "Hilton Head Wealth Advisors, LLC", "name_as_filed": "HILTON HEAD WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hilton-head-wealth-advisors-llc-bluffton-sc-285945", "city": "Bluffton", "state": "SC", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131569, "name": "HMS Financial Services, LLC", "name_as_filed": "HMS FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/hms-financial-services-llc-columbia-sc-131569", "city": "Columbia", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157274, "name": "Hobbs Group Advisors LLC", "name_as_filed": "HOBBS GROUP ADVISORS LLC", "url": "https://advisorcensus.com/firm/hobbs-group-advisors-llc-columbia-sc-157274", "city": "Columbia", "state": "SC", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332160, "name": "Hydrazine Capital Management, LLC", "name_as_filed": "HYDRAZINE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hydrazine-capital-management-llc-greenville-sc-332160", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317040, "name": "Idle Hill Advisors LLC", "name_as_filed": "IDLE HILL ADVISORS LLC", "url": "https://advisorcensus.com/firm/idle-hill-advisors-llc-greenville-sc-317040", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329841, "name": "IHG", "name_as_filed": "IHG", "url": "https://advisorcensus.com/firm/ihg-bluffton-sc-329841", "city": "Bluffton", "state": "SC", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322130, "name": "Imprint Wealth LLC", "name_as_filed": "IMPRINT WEALTH LLC", "url": "https://advisorcensus.com/firm/imprint-wealth-llc-mount-pleasant-sc-322130", "city": "Mount Pleasant", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156340, "name": "Income Growth Advisors, LLC", "name_as_filed": "INCOME GROWTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/income-growth-advisors-llc-charleston-sc-156340", "city": "Charleston", "state": "SC", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 339377, "name": "Insight Tax & Finance LLC", "name_as_filed": "INSIGHT TAX & FINANCE LLC", "url": "https://advisorcensus.com/firm/insight-tax-and-finance-llc-greenville-sc-339377", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325050, "name": "Integrated Planning LLC", "name_as_filed": "INTEGRATED PLANNING LLC", "url": "https://advisorcensus.com/firm/integrated-planning-llc-aiken-sc-325050", "city": "Aiken", "state": "SC", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332359, "name": "Integritas Wealth Strategies, LLC", "name_as_filed": "INTEGRITAS WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/integritas-wealth-strategies-llc-charleston-sc-332359", "city": "Charleston", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286436, "name": "Intelligent Investing", "name_as_filed": "INTELLIGENT INVESTING", "url": "https://advisorcensus.com/firm/intelligent-investing-greenville-sc-286436", "city": "Greenville", "state": "SC", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307398, "name": "Intellivest Wealth Management", "name_as_filed": "INTELLIVEST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/intellivest-wealth-management-boiling-springs-sc-307398", "city": "Boiling Springs", "state": "SC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318570, "name": "Intentional", "name_as_filed": "INTENTIONAL", "url": "https://advisorcensus.com/firm/intentional-fort-mill-sc-318570", "city": "Fort Mill", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 305183, "name": "Intrepid Eagle Finance LLC", "name_as_filed": "INTREPID EAGLE FINANCE LLC", "url": "https://advisorcensus.com/firm/intrepid-eagle-finance-llc-clover-sc-305183", "city": "Clover", "state": "SC", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288724, "name": "IQ Capital Strategy LLC", "name_as_filed": "IQ CAPITAL STRATEGY LLC", "url": "https://advisorcensus.com/firm/iq-capital-strategy-llc-288724", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324430, "name": "Ivy Evergreen, LLC", "name_as_filed": "IVY EVERGREEN, LLC", "url": "https://advisorcensus.com/firm/ivy-evergreen-llc-charleston-sc-324430", "city": "Charleston", "state": "SC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/sc/charleston", "name": "Charleston", "msa_name": "Charleston-North Charleston, SC", "state_code": "SC", "firm_count": 95 }, { "path": "/advisors/sc/greenville", "name": "Greenville", "msa_name": "Greenville-Anderson-Greer, SC", "state_code": "SC", "firm_count": 45 }, { "path": "/advisors/sc/columbia", "name": "Columbia", "msa_name": "Columbia, SC", "state_code": "SC", "firm_count": 31 }, { "path": "/advisors/sc/hilton-head-island", "name": "Hilton Head Island", "msa_name": "Hilton Head Island-Bluffton-Port Royal, SC", "state_code": "SC", "firm_count": 21 }, { "path": "/advisors/sc/myrtle-beach", "name": "Myrtle Beach", "msa_name": "Myrtle Beach-Conway-North Myrtle Beach, SC", "state_code": "SC", "firm_count": 6 }, { "path": "/advisors/sc/florence", "name": "Florence", "msa_name": "Florence, SC", "state_code": "SC", "firm_count": 5 }, { "path": "/advisors/sc/spartanburg", "name": "Spartanburg", "msa_name": "Spartanburg, SC", "state_code": "SC", "firm_count": 5 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/sc", "label": "Financial advisors in South Carolina" }, "fee_pages": [ { "path": "/advisors/sc/fee-only", "label": "Fee-only financial advisors in South Carolina", "firm_count": 126 }, { "path": "/advisors/sc/flat-fee", "label": "Flat-fee financial advisors in South Carolina", "firm_count": 155 }, { "path": "/advisors/sc/hourly", "label": "Hourly financial advisors in South Carolina", "firm_count": 129 } ] }, "csv": "https://advisorcensus.com/advisors/sc.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }