The 7 Largest Financial Consulting Firm in South Carolina

South Carolina is home to several prominent financial consulting firms that provide valuable advisory services to individuals, businesses, and organizations. These firms offer a wide range of expertise in various financial areas, including investment management, retirement planning, risk management, and estate planning. Here are the five largest financial consulting firms in South Carolina:

• Raymond James Financial Services

Based in St. Petersburg, Florida, Raymond James Financial Services has a substantial presence in South Carolina with numerous offices throughout the state. The firm offers a comprehensive suite of financial services, encompassing investment management, wealth planning, retirement planning, and trust services. Raymond James’s focus on personalized client service and long-term relationships has contributed to its position as one of the leading financial consulting firms in South Carolina.

• Edward Jones

Edward Jones is another prominent financial consulting firm with a strong presence in South Carolina. Headquartered in St. Louis, Missouri, the firm operates through a network of financial advisors who provide tailored financial solutions to individuals and families. Edward Jones’s emphasis on face-to-face relationships and personalized financial advice has earned it a solid reputation among South Carolina investors.

• Merrill Lynch

Merrill Lynch is a global investment banking and wealth management company with a substantial footprint in South Carolina. The firm, headquartered in New York City, offers a diverse range of financial services, including investment management, retirement planning, brokerage services, and wealth planning. Merrill Lynch’s commitment to delivering tailored financial solutions and its extensive network of financial advisors have made it a trusted choice for investors in South Carolina.

• Wells Fargo Advisors

Wells Fargo Advisors, a division of Wells Fargo & Company, is one of the largest financial consulting firms in South Carolina. With headquarters in St. Louis, Missouri, Wells Fargo Advisors provides a comprehensive range of financial services, including investment management, retirement planning, estate planning, and trust services. The firm’s focus on client-centric advice and its vast resources have made it a preferred choice for many investors in the state.

• Morgan Stanley

Morgan Stanley is a leading global investment bank and financial services company with a significant presence in South Carolina. The firm, headquartered in New York City, offers a comprehensive suite of financial services, encompassing investment management, wealth planning, retirement planning, and brokerage services. Morgan Stanley’s emphasis on innovative financial solutions and its global reach have made it a popular choice for investors in South Carolina.

The 7 Biggest Financial Consulting Firm near South Carolina

Cola Wealth Advisors-Lexington SC

• Address: 4580 Sunset Blvd, Lexington, SC 29072, United States
• Map: Click here
• Rating: 4.2 (25)
• Phone: +1 803-748-7666
• Website: Link
• Opening hours:
  
  Monday: 6:00 AM – 6:00 PM

  Tuesday: 6:00 AM – 6:00 PM

  Wednesday: 6:00 AM – 6:00 PM

  Thursday: 6:00 AM – 6:00 PM

  Friday: 6:00 AM – 6:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Walt Davis✭✭✭✭✭

  2 months ago

  Mr. Mantei and the entire Centaurus staff serve the community by providing free orientation flights to teenagers in the midlands. I work with high school students on a daily basis and have seen their eyes light up with a new vision of their future potential.

  They give back to the community and provide hope for the future – what else would you want from a financial risk advisor?

  Melissa Sprouse Browne✭✭✭✭✭

  3 weeks ago

  I’ve been so impressed with Rick Mantei and his staff. They give so much time and energy to charitable organizations and as a member of the Three Rivers Region of the Porsche Club of America, their support has been instrumental in our efforts to raise money for Camp Kemo.

  William Starrett✭✭✭✭✭

  in the last week

  Mr. Mantei is a great supporter of the South Carolina Ballet and one of our annual donors that keep us on stage! He always brings new faces to the ballet and helps us bring the Arts to Columbia. Thanks Rick!

  Gregory Perry✭✭✭✭✭

  2 months ago

  First rate! Best ever! Just some of the words I would use to describe my interactions with Rick Mantei and his entire team. They have meticulously seen to our needs and have been incredibly generous almost to a fault with our entire program. Hats off to Centaurus Financial–I give them my strongest recommendation!!! Thank you for your support!

  Kara Jefferson✭✭✭✭✭

  2 months ago

  Rick Mantei and the staff at Centaurus Financial heard about SOLE Stepping by one of their investors. They promptly reached out to us and have been diligently supporting our charity through their flyover events. These events are fun-filled and a complete joy! The participants and the staff at these events are welcoming and enthusiastic. The Centaurus Financial group work seamlessly together and really connect with their investors. A huge shout-out and thanks to Rick Mantei and entire Centuarus Financial team for sponsoring socks and shoes for 3 classrooms in December of 2023!

Principle Advisory Group

• Address: 14 Office Park Ct, Columbia, SC 29223, United States
• Map: Click here
• Rating: 5 (16)
• Phone: +1 803-832-7575
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  RAE✭✭✭✭✭

  3 months ago

  Absolutely Amazing!!! I contacted William to inquire about utilizing his services to help me with my mother’s finances and he was incredibly informative and supportive. William returned my call expeditiously and even advised why he missed the call(who does that)😀? William was attentive in listening carefully allowing me to speak without interrupting, empathetic in his understanding of my situation, supportive in wanting to help in any way possible and very knowledgeable in providing extremely helpful advice all awhile during this thirty-five minute phone conversation(others just blow you off with no sincerity). It was like talking to a longtime friend 😀. I highly recommend William’s services already just based upon the initial phone call follow up and look forward to utilizing his services as I continue to navigate these important and quite challenging affairs of our mother. Thanks sooooo much William for who you are and what you “bring to the table “. You’re the Best 😀🙏! Robin….

  Evelyn Godbold✭✭✭✭✭

  a month ago

  I had a good experience. Everyone I encountered was very pleasant. William was very knowledgeable and he answered questions that I didn’t know I even had. I would definitely recommend his business to veterans and anyone who wants to grow their finances.

  kathy thompson✭✭✭✭✭

  2 months ago

  Mr. Garland is a great man to work with. He explains things easily. I plan on working with him .

  Ashley Merrill✭✭✭✭✭

  a year ago

  As someone who doesn’t know much about planning (financially) for the future, retirement and insurance, I know now what I should be doing to prepare. Mr. Garland breaks everything down, answers questions, makes suggestions and really listens to see how he can be of assistance. I would definitely recommend speaking to him. He’s polite and very knowledgeable.

  Valeea Sutton✭✭✭✭✭

  4 years ago

  I highly recommend Mr. William at Principle Advisory Group. He was very thorough and compassionate while helping my husband and I with our finances. He took his time and helped us understand what we are needing to do to better ourselves and our future. He’s definitely in the right field! Thank you Mr. Garland!

The Charleston Harbor Group – Morgan Stanley

• Address: 200 Meeting St Suite 402, Charleston, SC 29401, United States
• Map: Click here
• Rating: 5 (9)

Pendleton Street Business Advisors

• Address: 1100 Shirley St, Columbia, SC 29205, United States
• Map: Click here
• Rating: 5 (7)

Palmetto Financial Consultants, LLC

• Address: 111 Library Hill Ln STE E, Lexington, SC 29072, United States
• Map: Click here
• Rating: 3.7 (6)

Morgan Stanley Financial Advisors

• Address: 1320 Main St Ste 800, Columbia, SC 29201, United States
• Map: Click here
• Rating: 5 (4)

The Salmond Group – Morgan Stanley

• Address: 1320 Main St Ste 800, Columbia, SC 29201, United States
• Map: Click here
• Rating: 5 (2)

Discover top consulting firms in various states, like those mentioned in Alabama, Louisiana and Kentucky, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning South Carolina, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in South Carolina

Financial consulting firms provide valuable advice and guidance on financial matters to individuals, businesses, and organizations. South Carolina is home to several top financial consulting firms that are well-known for their expertise and services. Here are three of the top financial consulting firm alternatives in South Carolina:

• Cherry Bekaert LLP: Cherry Bekaert LLP is one of the largest public accounting firms in South Carolina. They provide a wide range of financial consulting services, including tax planning, audit and assurance, business valuation, merger and acquisition advisory, and wealth management. With a team of experienced professionals, Cherry Bekaert LLP offers specialized expertise to clients in various industries, such as healthcare, real estate, manufacturing, and technology.
• Dixon Hughes Goodman LLP: Dixon Hughes Goodman LLP is another renowned financial consulting firm in South Carolina. They offer a comprehensive suite of financial consulting services, including accounting, tax advisory, risk management, business consulting, and technology solutions. Dixon Hughes Goodman LLP serves clients from various industries, including healthcare, banking, construction, manufacturing, and non-profit organizations. Their team of experts provides customized solutions to help clients navigate through complex financial challenges and achieve their goals.
• Elliott Davis: Elliott Davis is a leading financial consulting firm with a strong presence in South Carolina. They offer a wide range of services, including tax planning and compliance, audit and assurance, business consulting, risk advisory, and wealth management. Elliott Davis serves clients from various industries, including healthcare, real estate, manufacturing, and technology. Their team of professionals combines extensive industry knowledge with innovative strategies to deliver exceptional financial consulting solutions.

These three financial consulting firms in South Carolina have earned a strong reputation for their expertise, experience, and commitment to client success. Whether you need assistance with tax planning, risk management, or business consulting, these firms can provide valuable insights and guidance to help you make sound financial decisions and achieve your goals.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.