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Find Retirement Advisors for Retirement Planning in Columbia, South Carolina

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 you 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 12 Retirement Planning firms in Columbia, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SOUTHSTATE ADVISORY, INC.
520 Gervais St,
Columbia, SC, 29201
$3,116,698,20538420
A Percentage of AUM, Hourly charges, Fixed Fees
2
ABACUS PLANNING GROUP, INC.
2500 Devine Street,
Columbia, SC, 29205-2400
$1,507,405,296253934
A Percentage of AUM, Hourly charges, Fixed Fees
3
ANCHOR INVESTMENT MANAGEMENT
3205 Devine Street,
Columbia, SC, 29205
$935,530,524185718
A Percentage of AUM, Fixed Fees
4
CCM INVESTMENT ADVISERS, LLC
1201 Main Street Suite 1910,
Columbia, SC, 29201
$892,127,29882011
A Percentage of AUM, Fixed Fees
5
YON DRAKE & ASSOCIATES INC
914 Richland St, Suite C-200
Columbia, SC, 29201
$529,514,914103
A Percentage of AUM
6
HOBBS GROUP ADVISORS LLC
1727 Laurel Street,
Columbia, SC, 29201
$291,000,0008308
A Percentage of AUM, Hourly charges, Fixed Fees
7
DAVINCI FINANCIAL DESIGNS
5301 N. Trenholm Road, Suite A
Columbia, SC, 29206
$201,029,00115517
A Percentage of AUM, Hourly charges, Fixed Fees
8
BEERS KIGHT FINANCIAL ADVISORS, LLC
3830 Forest Drive,
Columbia, SC, 29204
$160,638,2413472
A Percentage of AUM, Hourly charges, Fixed Fees
9
WILLIAM B. WALKUP & ASSOCIATES, INC.
142 Atrium Way,
Columbia, SC, 29223-6301
$141,443,263734
A Percentage of AUM, Hourly charges
10
ALLISON INVESTMENT MANAGEMENT, LLC
1201 Lincoln Street, Suite 301
Columbia, SC, 29201
$103,582,0002392
A Percentage of AUM
11
HMS FINANCIAL SERVICES, LLC
10 Calendar Court, Suite 200
Columbia, SC, 29206
$97,433,8492603
A Percentage of AUM
12
RISE VEST INVESTMENTS, LLC
122 Rio Rose Circle,
Columbia, SC, 29205
$10,000,00016
A Percentage of AUM

Information on Top Retirement Planning firms in Columbia, South Carolina

QualificationsFirm CRD# 153113

Assets Under Management $3,116,698,205

No. Of Clients384

Clients Per Financial Advisor19

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 384 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 107994

Assets Under Management $1,507,405,296

No. Of Clients2539

Clients Per Financial Advisor75

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 2539 clients. The team consists of 34 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 135296

Assets Under Management $935,530,524

No. Of Clients1857

Clients Per Financial Advisor103

ANCHOR INVESTMENT MANAGEMENT is a financial advisory firm situated in Columbia, South Carolina. With a nearly $936M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1857 clients. The team consists of 18 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 105743

Assets Under Management $892,127,298

No. Of Clients820

Clients Per Financial Advisor75

CCM INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $892M assets under management, the firm specializes in crafting personalized retirement planning solutions for 820 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111491

Assets Under Management $529,514,914

No. Of Clients10

Clients Per Financial Advisor3

YON DRAKE & ASSOCIATES INC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $530M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 157274

Assets Under Management $291,000,000

No. Of Clients830

Clients Per Financial Advisor104

HOBBS GROUP ADVISORS LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $291M assets under management, the firm specializes in crafting personalized retirement planning solutions for 830 clients. The team consists of 8 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 163362

Assets Under Management $201,029,001

No. Of Clients1551

Clients Per Financial Advisor222

DAVINCI FINANCIAL DESIGNS is a financial advisory firm situated in Columbia, South Carolina. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1551 clients. The team consists of 7 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 160286

Assets Under Management $160,638,241

No. Of Clients347

Clients Per Financial Advisor174

BEERS KIGHT FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 347 clients. The team consists of 2 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 135533

Assets Under Management $141,443,263

No. Of Clients73

Clients Per Financial Advisor18

WILLIAM B. WALKUP & ASSOCIATES, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 124645

Assets Under Management $103,582,000

No. Of Clients239

Clients Per Financial Advisor120

ALLISON INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 239 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 131569

Assets Under Management $97,433,849

No. Of Clients260

Clients Per Financial Advisor87

HMS FINANCIAL SERVICES, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 clients. The team consists of 3 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 313383

Assets Under Management $10,000,000

No. Of Clients1

Clients Per Financial Advisor0

RISE VEST INVESTMENTS, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $10M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 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
  • Portfolio Management for Business
View Full Profile

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