Top 10 fastest-growing RIAs in South Carolina (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Apollon Financial, LLC MOUNT PLEASANT	$482.3M → $1.45B	3× 2.2× typical	7 → 18	+3	Organic	LPL Financial	97.5
2	Ballast Rock Private Wealth CHARLESTON	$170.6M → $405.7M	2.38× 1.8× typical	6 → 8	+2	Organic	Fidelity	90.8
3	Apollon Wealth Management, LLC MOUNT PLEASANT	$5.52B → $11.56B	2.09× 1.6× typical	93 → 115	+21	Organic	Schwab	90.2
4	LPL Financial LLC FORT MILL	$463.48B → $819.12B	1.77× 1.3× typical	27,045 → 36,280	+719	Organic or recruited	–	90.2
5	Discipline Wealth Solutions, Inc. GREENVILLE	$93M → $746.7M	8.03× 6.0× typical	14 → 18	+1	Organic	Schwab	88.8
6	Trunorth Advisors GREENVILLE	$180.9M → $300.8M	1.66× 1.2× typical	7 → 8	+1	Organic or recruited	Schwab	79.9
7	Hilton Head Capital Partners, LLC HILTON HEAD ISLAND	$228.2M → $409.5M	1.79× 1.3× typical	2 → 6	0	Organic or recruited	Raymond James	73.4
8	Norris Financial Group, LLC GREENVILLE	$195.6M → $353M	1.8× 1.3× typical	3 → 3	+1	Organic	Pershing	70.4
9	Gunderson Capital Management MOUNT PLEASANT	$227.7M → $395.8M	1.74× 1.3× typical	2 → 2	+1	Organic	Schwab	69.4
10	Bna Wealth ROCK HILL	$374.6M → $619.8M	1.65× 1.2× typical	3 → 5	0	Organic or recruited	–	69.2

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in South Carolina.

How we ranked