Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in Charleston, United States

RevenueBase identified 37 asset management consulting firms headquartered in Charleston, United States as of September 2026 and tracks 369 professional contacts across them, including 118 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Charleston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
37Companies
369Contacts tracked
118Verified emails
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The 19 largest asset management consulting firms based in Charleston, United States

Ranked by team size
Top 19 of 37 asset management consulting firms based in Charleston, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 202611-50122 contacts →

Indirect evidence

“Since our inception in 2001, our concern for our clients has been the driving force behind everything we do.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 202651-20038 contacts →

Indirect evidence

“At SouthState Investment Services, we strive to deliver exceptional financial insight and personalized service to help position you to work toward preserving and growing your…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 202611-5027 contacts →

Indirect evidence

“YOU DESERVE A BETTER WAY TO REACH YOUR GOALS.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-1024 contacts →

Indirect evidence

“We understand the unique issues facing retirees and those saving for retirement, and we are committed to giving you the best advice and services possible, regardless of your…”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-1015 contacts →

Partial evidence

“We are a private wealth management firm providing exceptional service with a clearly defined process designed to help manage and preserve wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-1012 contacts →

Partial evidence

“Located in Birmingham, Alabama, and Charleston, South Carolina, Anderson Growth Partners is an investment management company that provides investment and strategic advisory…”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“Since 2003, the Coastal Financial Planning Group has been helping seniors and soon to be retirees secure their financial future through sound financial planning and tactical…”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 202611-507 contacts →

Indirect evidence

“At HiWire Financial, we’re redefining what it means to plan for the future by combining next-generation innovation with the timeless values of old-school service.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“At Charleston Financial Advisors, we understand your financial planning and investment needs are unique.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“After years of client collaboration at our previous firm, our founders sought out to build something different.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceCharleston, SC, United StatesHQ checked Sep 14, 202611-505 contacts →

Partial evidence

“Capasso Planning Partners is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Alison Wealth Management provides financial advisory services in Charleston, SC and Palo Alto, CA specializing in retirement planning, investment management, tax strategies…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Warren Capital Group is a wealth management company servicing individuals and institutions throughout the nation.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“At PGI Financial Services, our mission is to help our clients achieve financial confidence.”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Family Asset Management is an advisory-owned independent Registered Investment Advisory firm.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceCharleston, WV, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Andy Richardson Group solves problems.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Akin Investments is a fiduciary, investment advisor.”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceCharleston, SC, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Kaizen Wealth Management, founded in 2004, is a fee-only independent registered investment advisor offering objective advice based solely on the goals, needs and risk tolerance of…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 19 of 37 asset management consulting firms based in Charleston, United States

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Asset management consulting firms based in Charleston, United States at a glance

As of Sep 14, 2026
32.0%Verified-email coverage
10.0Average contacts per company
1-10Median size (employees)
1437.8%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
8
51-200
1

Email recency for this list is measured across the whole United States list rather than for Charleston, so it is reported there. Company counts and contact totals on this page are exact for Charleston, over 37 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Charleston, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Charleston are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 118 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management consulting firms are there based in Charleston, United States?

RevenueBase identified 37 asset management consulting firms headquartered in Charleston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Commonwealth Financial Group, headquartered in Charleston, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 118 verified decision-maker contacts tracked across these 37 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.