Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SOUTHSTATE ADVISORY, INC. 520 Gervais St, Columbia, SC, 29201 | $3,116,698,205 | 384 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | ABACUS PLANNING GROUP, INC. 2500 Devine Street, Columbia, SC, 29205-2400 | $1,507,405,296 | 2539 | 34 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | ANCHOR INVESTMENT MANAGEMENT 3205 Devine Street, Columbia, SC, 29205 | $935,530,524 | 1857 | 18 | A Percentage of AUM, Fixed Fees |
4 | CCM INVESTMENT ADVISERS, LLC 1201 Main Street Suite 1910, Columbia, SC, 29201 | $892,127,298 | 820 | 11 | A Percentage of AUM, Fixed Fees |
5 | YON DRAKE & ASSOCIATES INC 914 Richland St, Suite C-200 Columbia, SC, 29201 | $529,514,914 | 10 | 3 | A Percentage of AUM |
6 | HOBBS GROUP ADVISORS LLC 1727 Laurel Street, Columbia, SC, 29201 | $291,000,000 | 830 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | DAVINCI FINANCIAL DESIGNS 5301 N. Trenholm Road, Suite A Columbia, SC, 29206 | $201,029,001 | 1551 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | BEERS KIGHT FINANCIAL ADVISORS, LLC 3830 Forest Drive, Columbia, SC, 29204 | $160,638,241 | 347 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | WILLIAM B. WALKUP & ASSOCIATES, INC. 142 Atrium Way, Columbia, SC, 29223-6301 | $141,443,263 | 73 | 4 | A Percentage of AUM, Hourly charges |
10 | ALLISON INVESTMENT MANAGEMENT, LLC 1201 Lincoln Street, Suite 301 Columbia, SC, 29201 | $103,582,000 | 239 | 2 | A Percentage of AUM |
11 | HMS FINANCIAL SERVICES, LLC 10 Calendar Court, Suite 200 Columbia, SC, 29206 | $97,433,849 | 260 | 3 | A Percentage of AUM |
12 | RISE VEST INVESTMENTS, LLC 122 Rio Rose Circle, Columbia, SC, 29205 | $10,000,000 | 1 | 6 | A Percentage of AUM |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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