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Home Wealth & Asset Management United States South Carolina

Top Asset Management Companies in South Carolina

Ratings Updated: December 8, 2025
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0 Leaders 9 Contenders

9 Companies

Country: United States
State: South Carolina

List of the Top South Carolina Wealth and Asset Management Companies

  • Business Development Machine Logotype

    Not yet reviewed

    $10,000+
    $300+ / hr
    2 - 9
    Elgin, SC

    Services provided

    15% Financial Advising & Planning
    50% Business Consulting
    15% Marketing Strategy +2
    10% Corporate Training & Coaching
    10% Other Marketing

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.

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    Merrick, NY

    1962 Horatio Avenue
    Merrick, NY 11566

    2 - 5

    1-516-544-8118

    See All Locations (2)
    View Profile
  • Greenwood Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Greenville, SC

    Services provided

    40% Financial Advising & Planning
    20% Commercial Financing
    20% Funding & Investment +2
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Greenwood Capital is a Financial Advising & Planning company launched in 1983. The firm provides Financial Advising & Planning and Commercial Financing.

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    Greenwood, SC

    425 Main Street Suite 100
    Greenwood, SC 29646

    6 - 9

    864.941.4049

    See All Locations (2)
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  • Frierson Capital Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Seneca, SC

    Services provided

    60% Financial Advising & Planning
    20% Commercial Financing
    20% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Financial Advising & Planning company Frierson Capital Management is in Seneca, South Carolina. The team provides Financial Advising & Planning and Commercial Financing.

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    Seneca, SC

    135 Eagles Nest Drive
    Seneca, SC 29678

    2 - 5

    864-973-6000

    See All Locations (1)
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  • McCall Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Greenville, SC

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Established in 1998, McCall Capital is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.

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    Greenville, SC

    531 S Main St #207
    Greenville, SC 29601

    2 - 5

    864-370-0037

    See All Locations (1)
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  • Gold Ridge Asset Management LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Mount Pleasant, SC

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Gold Ridge Asset Management LLC is a small Financial Advising & Planning company founded in 2005. Their services include Financial Advising & Planning and Commercial Financing.

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    Mount Pleasant, SC

    1150 Hungryneck Blvd, C361
    Mount Pleasant, SC 29464

    2 - 5

    203-837-6079

    See All Locations (1)
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  • Allison Investment Management, LLC. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Columbia, SC

    Services provided

    40% Financial Advising & Planning
    30% Commercial Financing
    30% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Allison Investment Management, LLC. Is a Columbia, South Carolina-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

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    Columbia, SC

    1207 Lincoln St
    Columbia, SC 29201

    2 - 5

    803-806-8400

    See All Locations (1)
    View Profile
  • Wessex Capital Investments Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Charleston, SC

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Focus Areas

    100% Wealth & Asset Management

    Wessex Capital Investments, a small Commercial Financing company, is located in Charleston, South Carolina. The team focuses on Commercial Financing and Funding & Investment.

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    Charleston, SC

    34 Broad Street, Suite 200
    Charleston, SC 29401

    2 - 5

    (843) 793-2551

    See All Locations (1)
    View Profile
  • Coast Capital Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Charleston, SC

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    Coast Capital Partners is a Commercial Financing company founded in 2016. The firm specializes in Commercial Financing and Funding & Investment.

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    Charleston, SC

    1567 Meeting St
    Charleston, SC 29405

    2 - 5

    843-790-5544

    See All Locations (1)
    View Profile
  • Palmetto Business Strategies, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Myrtle Beach, SC

    Services provided

    10% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +4
    15% Business Valuation Services
    15% Corporate Training & Coaching
    10% Fractional CFO Services
    10% Social Media Marketing

    Focus Areas

    50% Wealth & Asset Management
    50% Actuarial Services

    Palmetto Business Strategies, LLC is a small Business Consulting company. They focus on Business Consulting and Accounting and were founded in 2009.

    Read more

    Myrtle Beach, SC

    607 19th Avenue
    Myrtle Beach, SC 29577

    2 - 5

    (843) 894-3695

    See All Locations (1)
    View Profile

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List of the Top South Carolina Wealth and Asset Management Companies

  1. Business Development Machine Logotype

    Business Development Machine

    $10,000+
    $300+ / hr
    2 - 9
    Elgin, SC

    Ability to deliver

    6.6/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    50% Wealth & Asset Management
    85% Other
    View Profile Visit Website
  2. Greenwood Capital Logotype

    Greenwood Capital

    Undisclosed
    Undisclosed
    10 - 49
    Greenville, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    50% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  3. Frierson Capital Management Logotype

    Frierson Capital Management

    Undisclosed
    Undisclosed
    2 - 9
    Seneca, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    60% Financial Advising & Planning
    100% Wealth & Asset Management
    40% Other
    View Profile Visit Website
  4. McCall Capital Logotype

    McCall Capital

    Undisclosed
    Undisclosed
    2 - 9
    Greenville, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  5. Gold Ridge Asset Management LLC Logotype

    Gold Ridge Asset Management LLC

    Undisclosed
    Undisclosed
    2 - 9
    Mount Pleasant, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  6. Allison Investment Management, LLC. Logotype

    Allison Investment Management, LLC.

    Undisclosed
    Undisclosed
    2 - 9
    Columbia, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  7. Wessex Capital Investments Logotype

    Wessex Capital Investments

    Undisclosed
    Undisclosed
    2 - 9
    Charleston, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  8. Coast Capital Partners Logotype

    Coast Capital Partners

    Undisclosed
    Undisclosed
    2 - 9
    Charleston, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    50% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  9. Palmetto Business Strategies, LLC Logotype

    Palmetto Business Strategies, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Myrtle Beach, SC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    50% Wealth & Asset Management
    90% Other
    View Profile Visit Website

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