South Carolina RIA Landscape — 2025

A data-driven overview of SEC-registered wealth advisory firms headquartered in South Carolina, including growth trends, succession risk analysis, and M&A opportunity signals.

Source: SEC Form ADV · Updated Q4 2024

Total Firms

132

Total AUM?

$741.5B

Median AUM

$233M

13F Filers

29

AUM Tier Distribution

Under $100M17

$100M–$500M85

$500M–$1B12

$1B–$5B13

$5B+5

State Snapshot

Total Firms132

Total AUM$741.5B

Median AUM$233M

13F Filers29

High Succession Risk19

Elevated Succession Risk21

Succession Risk Breakdown

High

19 firms (15%)

Elevated

21 firms (17%)

Moderate

26 firms (20%)

Lower

61 firms (48%)

Growth Leaders — Wealth Advisory Firms

Firm	City	AUM	3Y CAGR	Succession
BALLAST ROCK PRIVATE WEALTH LLC	CHARLESTON	$238M	+79.6%	Lower
FIDUCIARY ALLIANCE LLC	GREENVILLE	$2.5B	+59.8%	Moderate
APOLLON FINANCIAL, LLC	MOUNT PLEASANT	$890M	+50.2%	Lower
APOLLON WEALTH MANAGEMENT, LLC	MOUNT PLEASANT	$7.7B	+45.2%	Moderate
CURRAN FINANCIAL PARTNERS, LLC	DANIEL ISLAND	$593M	+41.5%	Lower
HARDIN CAPITAL PARTNERS, LLC	GREENVILLE	$448M	+28.1%	High
FOSTER VICTOR WEALTH ADVISORS, LLC	GREENVILLE	$2.2B	+25.2%	Lower
CORE COMPLIANCE GROUP, LLC	ROCK HILL	$297M	+24.7%	Lower

M&A Opportunity Signals

🎯

40Acquisition candidates

Firms with elevated/high succession risk and AUM $100M–$5B

📈

16Growing but vulnerable

Positive 3Y CAGR with high succession risk — attractive for acquirers

📉

5Mid-market shrinking

AUM $100M–$1B with negative 3Y CAGR and elevated+ succession risk

🔒 Top 25 Acquisition Targets — Ranked by Composite Score

Rank	Firm	AUM	Score
1	JACKSON FINANCIAL SERVICES, LLC	$476M	45.3
2	BNA WEALTH, INC.	$504M	43.9
3	HILTON HEAD FINANCIAL ADVISORS, INC.	$359M	43.4
4	PRIMETRUST ADVISORS LLC	$394M	43
5	REYNOLDS INVESTMENT MANAGEMENT INC	$657M	42.7
6	CONCORDE FINANCIAL RESOURCES I INC.	$211M	42.6

🔒

Acquisition Target Rankings

Full ranked list of 25 acquisition targets with composite scores based on succession risk, growth trajectory, and peer benchmarking.

Methodology. This report covers SEC-registered investment advisers classified as wealth advisory firms (filter: is_wealth_advisory = true) headquartered in South Carolina. AUM figures are drawn from the most recent Form ADV filing. Succession risk tiers are computed using a proprietary 5-pillar model incorporating founder tenure, ownership concentration, AUM dependency, team depth, and filing recency. Growth CAGR is calculated from the three most recent annual filings where available. Acquisition scores blend succession risk (40%), AUM growth trajectory (35%), and national peer rank (25%). Data sourced from SEC EDGAR. This page is for informational purposes only and does not constitute investment advice.