Adviser Record

Investment advisers in Columbia, SC

12 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in SC

FirmAssetsEmployeesDisclosures
Southstate Private Capital Management LLC$4.96 billion380
Abacus Planning Group, Inc.$2.16 billion302
Ccm Investment Advisers, LLC$1.55 billion110
Anchor Investment Management$1.52 billion170
Hobbs Group Advisors LLC$584.4 million80
Yon Drake & Associates Inc$304.7 million20
Davinci Financial Designs$222.8 million50
Beers Kight Financial Advisors, LLC$179.4 million20
William B. Walkup & Associates, Inc.$178.3 million50
Allison Investment Management, LLC$170.4 million20
Wallick Investments, LLC$168.3 million50
Hms Financial Services, LLC$118.5 million10