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Fastest Growing RIAs
in South Carolina

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Verity Investment Partners
Beaufort, 
SC
3 Year Grow Rate:
75%
AUM (MM):
$564

#

JP Wealth Management, Inc.
Mount Pleasant, 
SC
3 Year Grow Rate:
71%
AUM (MM):
$296

#

The Smith Island Investment Co
Beaufort, 
SC
3 Year Grow Rate:
61%
AUM (MM):
$85

#

Kaizen Wealth Management, LLC
Charleston, 
SC
3 Year Grow Rate:
60%
AUM (MM):
$41

#

Abacus Planning Group, Inc.
Columbia, 
SC
3 Year Grow Rate:
46%
AUM (MM):
$1,287

#

Goepper Burkhardt LLC
Greenville, 
SC
3 Year Grow Rate:
37%
AUM (MM):
$199

#

Jonas Brittain Glenn Inc.
Spartanburg, 
SC
3 Year Grow Rate:
24%
AUM (MM):
$106

#

Neal Advisors, LLC
Columbia, 
SC
3 Year Grow Rate:
20%
AUM (MM):
$20

#

Beers Kight Financial Advisors, LLC
Columbia, 
SC
3 Year Grow Rate:
8%
AUM (MM):
$152
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