South Carolina · 166 firms
Trust & Estate Advisors in South Carolina
Advisers working with trusts, estates, and charitable organizations. Browse 166 advisers in South Carolina matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in South Carolina
LPL FINANCIAL LLC
Fort Mill, SC
AUM
$819.12B
Team
36280 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
704-733-3300
LPL ENTERPRISE, LLC
Fort Mill, SC
AUM
$24.94B
Team
4492 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
704-733-3300
APOLLON WEALTH MANAGEMENT, LLC
Mount Pleasant, SC
AUM
$11.56B
Team
115 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
843-579-0018
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Columbia, SC
AUM
$4.96B
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
803-231-3492
PERMCAP INVESTMENT OFFICE
Charleston, SC
AUM
$4.02B
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
843 882 7950
TANDEM INVESTMENT ADVISORS INC
Charleston, SC
AUM
$3.45B
Team
4 advisors
Clients
0
Fees
Percentage of AUM
843-720-3413
FOSTER VICTOR
Greenville, SC
AUM
$2.64B
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(864) 720-2000
THE FIDUCIARY ALLIANCE
Greenville, SC
AUM
$2.53B
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
864-385-7999
ABACUS PLANNING GROUP, INC.
Columbia, SC
AUM
$2.16B
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
803-933-0054
COLONIAL TRUST ADVISORS, INC.
Spartanburg, SC
AUM
$1.85B
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
864-582-3356
GREENWOOD CAPITAL ASSOCIATES, LLC
Greenwood, SC
AUM
$1.77B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +4 more
864-941-4049
CCM INVESTMENT ADVISERS, LLC
Columbia, SC
AUM
$1.55B
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM
803-254-9500
ANCHOR INVESTMENT MANAGEMENT
Columbia, SC
AUM
$1.52B
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-790-6654
APOLLON FINANCIAL, LLC
Mount Pleasant, SC
AUM
$1.45B
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-579-0018
VERITY INVESTMENT PARTNERS
Beaufort, SC
AUM
$1.40B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
843-379-6661
CURRAN FINANCIAL PARTNERS, LLC
Daniel Island, SC
AUM
$749.4M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(843) 300-1182
DISCIPLINE WEALTH SOLUTIONS, INC.
Greenville, SC
AUM
$746.7M
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-322-6046
WEALTH MANAGEMENT ADVISORS, LLC
Greenville, SC
AUM
$686.1M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
864-236-4706
MTM INVESTMENT MANAGEMENT, LLC
Spartanburg, SC
AUM
$678.1M
Team
5 advisors
Clients
—
Fees
Percentage of AUM
864-582-7000
BNA WEALTH
Rock Hill, SC
AUM
$619.8M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
803-324-7100
HOBBS GROUP ADVISORS LLC
Columbia, SC
AUM
$584.4M
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
803-540-3034
BURKETT FINANCIAL SERVICES, LLC
Rock Hill, SC
AUM
$572.6M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
803-980-3232
HEADLAND CAPITAL
Mt. Pleasant, SC
AUM
$559.3M
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-388-4300
GLOBAL VIEW INVESTMENT ADVISORS, LLC
Greenville, SC
AUM
$553.8M
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
864-272-0818
224 total advisers in South Carolina. Browse all South Carolina advisors