Falists

South Carolina · 37 advisers

Financial Advisors in Charleston, South Carolina

Looking for a financial advisor in Charleston, South Carolina? Falists indexes 37 SEC-registered and state-registered investment advisers in Charleston — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 34 firms list a website you can visit directly. Firms in this directory manage up to $36.50B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

37

With website

34

Largest AUM

$36.50B

Financial planning

16

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth32Planning16Trusts20Retirement13Institutional20

Top advisors in Charleston

Ranked by AUM · Fees, team & specialties at a glance

View all 37 →

KINWELL LLC

Charleston, SC

AUM

$214.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

(843) 308-1639

Full profileVisit site →

ADVISOR.COM

Charleston, SC

AUM

$126.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

843-284-6261

Full profileVisit site →
View all 37 advisors in Charleston

More cities in South Carolina

Greenville (33)Columbia (22)Mount Pleasant (19)Bluffton (12)Mt. Pleasant (10)Daniel Island (7)Fort Mill (6)Myrtle Beach (6)Rock Hill (6)Aiken (5)Spartanburg (5)Summerville (5)

Common questions

How many financial advisors are in Charleston, South Carolina?
37 registered investment advisers are listed in our Charleston directory, sourced from public SEC filings.
What types of advisors are in Charleston?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Charleston?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.