Clients per advisor for Independent firms in South Carolina

In South Carolina, independent financial advisors tend to serve slightly more clients per advisor than the national median for this category, with a state median of 29 clients compared to the national median of 25. This suggests that advisors in South Carolina may be balancing personalized service with a somewhat broader client base. With 154 independent firms operating in the state, the range of clients per advisor varies widely, indicating a mix of newer advisors building their practices and those who may be intentionally maintaining smaller, relationship-focused client loads. For consumers, this means there are diverse options in South Carolina, from highly personalized advisory relationships to those offering more scalable service models.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
Investment Capital Advisors	Very High 373	373	1	1
J. Freeman & Associates	Very High 345	345	1	2
Shankland Financial Advisors, LLC	Very High 308	308	1	2
Strategic Planning Corporation	Very High 300	300	1	2
CFG Wealth Management, LLC	Very High 300	300	1	1
Plan2Retire	Very High 271	271	1	1
Nautilus Financial Group, Inc.	Very High 256	256	1	2
Coastal Wealth Advisory Services, LLC	Very High 230	230	1	1
Winning Points Advisors, L.L.C.	Very High 208	208	1	2
Taylor Capital Management	Very High 207	207	1	1
HMS Financial Services, LLC	Very High 194	194	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Blue Water Financial Investor Coaching, LLC	Very High 170	170	1	1
Neale Financial, LLC	Very High 165	165	1	1
Turning Point Financial, Inc.	Very High 150	150	1	2
Culbreth Wealth Management	Very High 141	141	1	2
Missional Advisor Group	Very High 140	140	1	1
Brightworks Financial Planning LLC	Very High 136	136	1	1
Matty AI Inc.	Very High 135	135	1	2
Veritas Investment Advisory Group LLC	Very High 132	132	1	1
Jones Gregg Financial, LLC	Very High 119	119	1	2
Lager & Company, Inc.	Very High 116	116	1	2
Front Porch Financial Advisory	Very High 114	114	1	1
Baker Wealth Advisors, LLC.	Very High 113	113	1	1
Jackson Taylor Investment Securities	Very High 110	110	1	1
Cool Creek Financial	Very High 105	105	1	1
Adirondack Retirement Strategies	Very High 105	105	1	1
Beers Kight Financial Advisors, LLC	Very High 100	100	1	2
Harper Financial Planning	Very High 100	100	1	1
Oak Capital Advisors, LLC	Very High 99	99	1	1
Twenty Fifty Capital	Very High 98	98	1	1
H I Management Services Inc.	Very High 93	93	1	1
Hall Asset Management Group, Inc.	Very High 90	90	1	2
Matthews Wealth Management LLC	Very High 88	88	1	2
Hart Investment Management Inc.	Very High 82	82	1	1
Reconstructing Wealth	Very High 81	81	1	1
Cornerstone Investment Services, Inc.	Very High 80	80	1	1
Carolina Planning Group LLC	Very High 77	77	1	1
Granada Wealth Management, LLC	Very High 76	76	1	1
Peters Financial LLC	Very High 74	74	1	1
Better Things Financial Partners LLC	Very High 74	74	1	1
Charleston Wealth Advisors	Very High 73	73	1	1
Williams Wealth Management, Inc.	Very High 73	73	1	1
Highball Advisors	High 62	62	1	2
Carolopolis Fiduciary Counsel, Inc.	High 62	62	1	1
Palmetto Coast Advisors, Inc.	High 62	62	1	2
Greenville Capital	High 61	61	1	1
Ascension Wealth Advisors, LLC	High 61	61	1	1
Opportunity Investment Group, LLC	High 60	60	1	1
Matthew Laydon Capital Management	High 60	60	1	1
Women's Worth Advisors	High 60	60	1	2
Atlantic Retirement & Wealth Advisors LLC	High 60	60	1	2
Moore Investment Partners, LLC	High 58	58	1	1
WealthCare	High 55	55	1	2
Cairn Investor Services	High 55	55	1	1
Dreamwork Financial Group	High 55	55	1	1
Long River Investment Management LLC	High 53	53	1	1
Compass Financial, LLC	High 53	53	1	1
Oak Capital Advisors	High 53	53	1	1
Money Poole...Solutions For Life, LLC	High 52	52	1	1
Blackhawk Financial Advisors	High 52	52	1	1
Millenia Financial Partners, LLC	High 52	52	1	1
Baker Asset Management, LLC	High 51	51	1	1
A to Z Asset Advisors, LLC	High 48	48	1	1
Mcgehee Wealth Advisory Group, Inc.	High 48	48	1	2
Shadow Wealth Management, LLC	High 46	46	1	1
Four Corners Financial	High 45	45	1	1
Franklin Trend Investment Management, LLC	High 44	44	1	1
Paratus Wealth Management, LLC	High 44	44	1	1
Cadger Tax and Financial Inc.	High 43	43	1	1
Coast Wealth Management Group, LLC	High 43	43	1	1
Freitag Financial Group, LLC	High 42	42	1	1
Kucharo Wealth	High 42	42	1	2
Walker & Associates	High 42	42	1	1
Fowler Wealth Management	High 40	40	1	1
Hankinson Wealth Advisors LLC	High 39	39	1	1
Calidris Financial, LLC	High 39	39	1	1
Defining Legacy Advisors	High 38	38	1	1
Lally Wealth Management, LLC	High 38	38	1	1
Atlantic Capital Investments, LLC	High 38	38	1	1
MyFinancialPro, LLC	High 37	37	1	1
Lifepath Advisors, LLC	High 36	36	1	1
Liberty Wealth Management, LLC	High 36	36	1	2
JM Tax & Financial LLC	High 36	36	1	1
Sentry Consulting, Inc.	High 36	36	1	1
Pearson Asset Management Company	Typical 35	35	1	2
LEEP Asset Management, LLC	Typical 35	35	1	1
Kirby Financial Associates, LLC	Typical 34	34	1	1
133 Legacy	Typical 33	33	1	1
Upstate Financial Planning, LLC	Typical 33	33	1	1
Active Lifestyle Financial Planning	Typical 31	31	1	1
Capital Wealth Group LLC	Typical 31	31	1	1
CMC Wealth Management, LLC	Typical 30	30	1	1
Silver Oak Leaf Financial Services L.L.C.	Typical 30	30	1	1
Bailey & Associates Investment Mgt. and Financial Planning LLC	Typical 30	30	1	1
Wolff Financial	Typical 29	29	1	1
Palmer Jones & Associates, Inc.	Typical 29	29	1	2
Gordon Financial	Typical 29	29	1	1
Sherman Financial & Wealth Management	Typical 28	28	1	1
Andy Millard Advisory, LLC	Typical 28	28	1	1
Kaizen Wealth Management, LLC	Typical 27	27	1	1
Palmetto Wealth Management, LLC	Typical 27	27	1	1
Rooted Planning LLC	Typical 27	27	1	1
Cognition Financial LLC	Typical 26	26	1	1
TS. Mitchell Financial, LLC.	Typical 26	26	1	1
Holy City Prosperity, LLC	Typical 26	26	1	1
Gugle Wealth Advisory	Typical 26	26	1	1
Palmetto Financial Planners LLC	Typical 26	26	1	1
REX Management LLC	Typical 25	25	1	1
Sweetgrass Financial Planning, LLC	Typical 25	25	1	1
Provisor Asset Management LLC	Typical 25	25	1	1
LCV Advisors LLC	Typical 24	24	1	1
Asset Investment Solutions, LLC	Typical 23	23	1	1
Mavericus Retirement Services LLC	Typical 23	23	1	1
Polaris Investment Partners, Inc	Typical 23	23	1	1
Greenside Financial, Ltd	Typical 22	22	1	1
Meridian Financial Advisory LLC	Typical 21	21	1	1
Intrepid Eagle Finance LLC	Typical 21	21	1	1
Continuum Wealth Management, LLC	Typical 21	21	1	1
Collins Advisors	Low 20	20	1	1
Stono River Wealth Management LLC	Low 20	20	1	1
DeMesne Investments	Low 20	20	1	1
Barony Financial Group	Low 20	20	1	1
Marshall Financial	Low 20	20	1	1
Journey Asset Management LLC	Low 20	20	1	1
Capital Focus, Inc.	Low 19	19	1	1
ST GOLIA Planning, LLC	Low 18	18	1	1
New Albany Capital Partners, LLC	Low 18	18	1	1
Minas Wealth Management LLC	Low 17	17	1	1
CH Capital Management	Low 17	17	1	1
Client First Advisors, LLC	Low 17	17	1	1
Amoeba Growth Management LLC	Low 16	16	1	1
South Carolina Wealth Management Group, LLC	Low 16	16	1	1
Income Growth Advisors, LLC	Low 16	16	1	1
Strategic Investment Solutions, LLC	Low 16	16	1	1
Multipath Wealth Magement	Low 15	15	1	1
Lattice Financial, LLC	Low 15	15	1	1
Mecklenburg Financial Group	Low 14	14	1	1
Rinascita, LLC	Low 14	14	1	1
DWT Financial	Low 13	13	1	1
WCP Capital Management LLC	Low 13	13	1	1
Daniel Island Wealth Management, LLC	Low 13	13	1	2
Flourish Financial Life Planning	Low 13	13	1	1
Olympia Advisors LLC	Low 12	12	1	1
Covenant Investment Solutions LLC	Low 12	12	1	1
Mullooly Wealth Planning LLC	Low 11	11	1	1
Flowrate Financial, LLC	Low 11	11	1	1
BG Financial Advisors, LLC	Low 11	11	1	1
Palmetto Retirement Specialists, LLC	Low 10	10	1	1
Arsenal 401K Advisors	Low 10	10	1	1
The Bridge Financial Advisors	Low 10	10	1	1
Eppes Wealth Management	Very Low 9	9	1	1
Adaptive Wealth, LLC	Very Low 9	9	1	1
Oakley Financial LLC	Very Low 8	8	1	1
Winyah Financial Services, LLC	Very Low 8	8	1	1
Tammy Goodman Financial, LLC	Very Low 8	8	1	1
Brockelsby Investment Services	Very Low 7	7	1	1
Sedona Asset Management Services, LLC	Very Low 7	7	1	1
Venables Financial Solutions	Very Low 7	7	1	1
Time & Wealth Management, LLC	Very Low 7	7	1	1
Luther Wealth Management	Very Low 6	6	1	1
FPR Investments LLC	Very Low 6	6	1	1
Angelroyce Wealth Advisors, LLC	Very Low 5	5	1	1
Spectrum Wealth Advisors, LLC	Very Low 5	5	1	1
Jones & Co Wealth Management, Inc	Very Low 5	5	1	1
SE Hunt Capital, LLC	Very Low 5	5	1	1
Schooner Wealth Management	Very Low 5	5	1	1
Williams Market Analytics LLC	Very Low 4	4	1	1
Camco, LLC	Very Low 4	4	1	1
Wayfinder Wealth Warriors LLC	Very Low 4	4	1	1
Poling Capital Management, LLC	Very Low 3	3	1	1
Zimmer Capital Management LLC	Very Low 2	2	1	1
Aionios Capital Partners, LLC	Very Low 1	1	1	1
Quantaraxia LLC	Very Low 1	1	1	1
Kingsmore Wealth Management, LLC	Very Low 1	1	1	1

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Clients per advisor for Independent firms serving clients in South Carolina