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Find Retirement Advisors for Retirement Planning in South Carolina, Clinton

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Top 15 Retirement Planning firms in Clinton, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1055 Lpl Way,
Fort Mill, SC, 29715
$463,475,486,343191054535841
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2

465 Meeting Street, Suite 500
Charleston, SC, 29403
$28,309,013,20061510
A percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
3

111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
$5,519,652,12815301167
A percentage of AUM, Hourly charges, Fixed fees
4

18 N. Adgers Wharf,
Charleston, SC, 29401
$4,462,882,4424216
A percentage of AUM, Fixed fees, Performance Based
5

520 Gervais St,
Columbia, SC, 29201
$3,417,068,97042020
A percentage of AUM, Hourly charges, Fixed fees
6

1080 Morrison Drive, Suite 120
Charleston, SC, 29403
$3,375,104,69611416
A percentage of AUM
7

145 King Street, Suite 400
Charleston, SC, 29401-2229
$3,239,657,732981114
A percentage of AUM
8

10 Toy Street, Suite 200
Greenville, SC, 29601
$2,014,684,499550235
A percentage of AUM, Fixed fees
9

2500 Devine Street,
Columbia, SC, 29205-2400
$1,681,630,457256627
A percentage of AUM, Hourly charges, Fixed fees
10

425 Main Street, Suite 100
Greenwood, SC, 29646-2741
$1,495,477,48671419
A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
11

105 West Huron Avenue,
Folly Beach, SC, 29439
$1,456,875,045110
Performance Based, Other (EXPENSE REIMBURSEMENT)
12

233 South Pine Street,
Spartanburg, SC, 29302
$1,399,678,109199023
A percentage of AUM, Fixed fees
13

511 Rhett Street, Suite 2a,
Greenville, SC, 29601
$1,227,969,9641659148
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
14

3205 Devine Street,
Columbia, SC, 29205
$1,171,606,070192217
A percentage of AUM, Fixed fees
15

1201 Main Street Suite 1910,
Columbia, SC, 29201
$1,093,282,65990611
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Clinton, South Carolina

QualificationsFirm CRD# 6413

Assets Under Management $463,475,486,343

No. Of Clients1910545

Clients Per Financial Advisor53

LPL FINANCIAL LLC is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $463B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1910545 clients. The team consists of 35841 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES)
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QualificationsFirm CRD# 160665

Assets Under Management $28,309,013,200

No. Of Clients61

Clients Per Financial Advisor0

GREYSTAR INVESTMENT GROUP, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 510 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (DEVELOPMENT
  • PROPERTY MANAGEMENT
  • CONSTRUCTION AND OTHER FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 291902

Assets Under Management $5,519,652,128

No. Of Clients15301

Clients Per Financial Advisor92

APOLLON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15301 clients. The team consists of 167 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 157476

Assets Under Management $4,462,882,442

No. Of Clients42

Clients Per Financial Advisor3

PERMCAP INVESTMENT OFFICE is a financial advisory firm situated in Charleston, South Carolina. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (FAMILY OFFICE SERVICES)
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QualificationsFirm CRD# 153113

Assets Under Management $3,417,068,970

No. Of Clients420

Clients Per Financial Advisor21

SOUTHSTATE ADVISORY, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 420 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 154232

Assets Under Management $3,375,104,696

No. Of Clients114

Clients Per Financial Advisor7

PERFORMA LIMITED (US), LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 114 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 109392

Assets Under Management $3,239,657,732

No. Of Clients9811

Clients Per Financial Advisor701

TANDEM INVESTMENT ADVISORS INC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9811 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other (UMA MODEL PROVIDER)
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QualificationsFirm CRD# 283656

Assets Under Management $2,014,684,499

No. Of Clients5502

Clients Per Financial Advisor157

FOSTER VICTOR WEALTH ADVISORS is a financial advisory firm situated in Greenville, South Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5502 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 107994

Assets Under Management $1,681,630,457

No. Of Clients2566

Clients Per Financial Advisor95

ABACUS PLANNING GROUP, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2566 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 115015

Assets Under Management $1,495,477,486

No. Of Clients714

Clients Per Financial Advisor38

GREENWOOD CAPITAL ASSOCIATES, LLC is a financial advisory firm situated in Greenwood, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 714 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT
  • REF FEES
  • REV SHARE
  • )

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING, CONSULTING TO RETIREMENT PLAN SPONSORS)
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QualificationsFirm CRD# 159812

Assets Under Management $1,456,875,045

No. Of Clients1

Clients Per Financial Advisor0

GROUND SWELL CAPITAL, LLC is a financial advisory firm situated in Folly Beach, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (EXPENSE REIMBURSEMENT)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 110257

Assets Under Management $1,399,678,109

No. Of Clients1990

Clients Per Financial Advisor87

COLONIAL TRUST ADVISORS, INC. is a financial advisory firm situated in Spartanburg, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1990 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 284924

Assets Under Management $1,227,969,964

No. Of Clients16591

Clients Per Financial Advisor346

THE FIDUCIARY ALLIANCE is a financial advisory firm situated in Greenville, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16591 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 135296

Assets Under Management $1,171,606,070

No. Of Clients1922

Clients Per Financial Advisor113

ANCHOR INVESTMENT MANAGEMENT is a financial advisory firm situated in Columbia, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1922 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (RETIREMENT PLAN CONSULTING)
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QualificationsFirm CRD# 105743

Assets Under Management $1,093,282,659

No. Of Clients906

Clients Per Financial Advisor82

CCM INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 906 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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