| Catawba River Capital | Lake Wylie | $262.4M | — |
| Bca Private Wealth, Inc. | Greenville | $262.3M | — |
| Hilton Head Capital Partners, LLC | Hilton Head Island | $253.8M | — |
| Jp Wealth Management, Inc. | Mt. Pleasant | $252.4M | — |
| Norris Financial Group, LLC | Greenville | $251.6M | — |
| Oak Advisors, LLC | Bluffton | $241.8M | — |
| Ballast Rock Private Wealth LLC | Charleston | $238.2M | — |
| Charleston Financial Advisors, LLC | Charleston | $233.5M | — |
| Riverbend Wealth Management, LLC | Myrtle Beach | $233M | — |
| Bowside Capital, LLC | Charleston | $226.3M | 4 |
| Carroll Investors, Inc. | Mt Pleasant | $213.3M | — |
| Saos Capital, LLC | Mount Pleasant | $207.7M | — |
| Novus Advisors, LLC | Greenville | $202.9M | — |
| Davinci Financial Designs LLC | Columbia | $198.3M | — |
| Kinwell LLC | Charleston | $192M | — |
| Magnolia Financial Planning Services, Inc. | Seneca | $191.5M | 1 |
| Harbour Wealth Management Group, Inc. | Daniel Island | $191.3M | — |
| Resolute Capital, LLC | Greenville | $188.7M | — |
| Oceanside Advisors LLC | Mount Pleasant | $184M | — |
| Bedminster L.L.C. | Bluffton | $181.8M | — |
| Cornerstone Alternatives LLC | Greenville | $181.4M | — |
| Beers Kight Financial Advisors, LLC | Columbia | $180.8M | — |
| Jfa Advisors, LLC | Greenville | $175M | — |
| Ivy Evergreen, LLC | Charleston | $166M | 4 |
| Sqn Venture Partners, LLC | Charleston | $163.7M | 1 |
| Altriarch Asset Management, LLC | Charleston | $163.6M | 6 |
| Frontline Healthcare Partners, LLC | Charleston | $161.3M | 3 |
| Keen Capital, Ltd | Chapin | $161.3M | — |
| 360 Financial Partners, LLC | Mount Pleasant | $159.2M | — |
| William B. Walkup & Associates, Inc. | Columbia | $159M | 13 |
| Breach Inlet Capital Management, LLC | Mt. Pleasant | $153.6M | 1 |
| Intentional, LLC | Fort Mill | $148.2M | — |
| Allison Investment Management, LLC | Columbia | $138.2M | — |
| Van der Noord Financial Advisors, Inc. | Greer | $133.8M | — |
| Smith, Brian David | Greenville | $133M | — |
| Brickell Key Asset Management LLC | Charleston | $130M | — |
| Oak Street Advisors Inc | Myrtle Beach | $126.2M | — |
| Live Oak Management Group, LLC | Bluffton | $126M | — |
| Tidehaven Wealth, LLC | Mount Pleasant | $125M | — |
| Warren Capital Management, Inc. | Charleston | $124.8M | — |
| Anderson Griggs & Company, Inc. | Rock Hill | $120.3M | — |
| Hms Financial Services, LLC | Columbia | $117.9M | — |
| Wildes Financial Strategies, Inc | Georgetown | $117.2M | — |
| V. M. Manning & Co., Inc. | Greenville | $115.5M | — |
| Wallick Investments, LLC | Columbia | $112.4M | — |
| Generouswealth, LLC | Summerville | $110.4M | — |
| Burgess Investment Group, LLC | Greenville | $109M | — |
| Blue Granite Capital, LLC | Charleston | $108.8M | — |
| Metis Wealth Management & Planning LLC | Bluffton | $107.6M | — |
| Imprint Wealth LLC | Mount Pleasant | $107.2M | — |