Company lists · Data refreshed September 2026

Top 16 Private equity advisors based in Charleston, United States

RevenueBase identified 28 private equity advisors headquartered in Charleston, United States as of September 2026 and tracks 335 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (988 companies); Charleston has 28.

This list covers private equity advisors 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 5, 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 5, 2026 86% judged on-target in blind review
28Companies
335Contacts tracked
105Verified emails
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The 16 largest private equity advisors based in Charleston, United States

Ranked by team size
Top 16 of 28 private equity advisors based in Charleston, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private equity advisors: 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 5, 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 5, 2026
2Indirect evidenceCharleston, SC, United StatesHQ checked Sep 5, 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 5, 2026
3Indirect evidenceCharleston, SC, United StatesHQ checked Sep 5, 202611-5027 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
4Partial evidenceCharleston, SC, United StatesHQ checked Sep 5, 202611-5018 contacts →

Partial evidence

“CTH ADVISORS brings a unique combination of seasoned investment bankers, with their decades of transactional acumen, together with veteran business leaders, and their unparalleled…”

Source: RevenueBase Database · checked Sep 5, 2026
5Partial evidenceCharleston, SC, United StatesHQ checked Sep 5, 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 5, 2026
6Partial evidenceCharleston, SC, United StatesHQ checked Sep 5, 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 5, 2026
7Strong evidenceCharleston, SC, United StatesHQ checked Sep 5, 202611-509 contacts →

Strong evidence

“Ballast Rock specializes in the distribution of best-in-class real estate and growth private equity investments.”

Source: RevenueBase Database · checked Sep 5, 2026
8Strong evidenceCharleston, SC, United StatesHQ checked Sep 5, 20261-108 contacts →

Strong evidence

“Ballast Rock Private Wealth is an independent, SEC-registered investment advisor based in Charleston, South Carolina.”

Source: RevenueBase Database · checked Sep 5, 2026
9Partial evidenceCharleston, SC, United StatesHQ checked Sep 5, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
10Partial evidenceCharleston, SC, United StatesHQ checked Sep 5, 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 5, 2026
11Indirect evidenceCharleston, SC, United StatesHQ checked Sep 5, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 5, 2026
12Partial evidenceCharleston, SC, United StatesHQ checked Sep 5, 20261-104 contacts →

Partial evidence

“The Belay Group is a leading healthcare services focused investment banking firm providing premier financial advisory services to growing businesses and their management teams –…”

Source: RevenueBase Database · checked Sep 5, 2026
13Strong evidenceCharleston, SC, United StatesHQ checked Sep 5, 202611-502 contacts →

Strong evidence

“Landfall Capital is a US based multi-industry SME private equity firm providing carefully considered and targeted advice for strategic growth initiatives and supporting capital…”

Source: RevenueBase Database · checked Sep 5, 2026
14Strong evidenceCharleston, SC, United StatesHQ checked Sep 5, 20261-102 contacts →

Strong evidence

“Poseidon Capital Ventures is an independent sponsor group partnering with our network of family offices and lower middle market private equity firms to support owner transitions.”

Source: RevenueBase Database · checked Sep 5, 2026
15Partial evidenceCharleston, SC, United StatesHQ checked Sep 5, 20261-101 contacts →

Partial evidence

“Nautilus Funding Solutions is a boutique investment management and investment advisory firm.”

Source: RevenueBase Database · checked Sep 5, 2026
16Indirect evidenceCharleston, WV, United StatesHQ checked Sep 5, 20261-101 contacts →

Indirect evidence

“Andy Richardson Group solves problems.”

Source: RevenueBase Database · checked Sep 5, 2026

Showing 16 of 28 private equity advisors based in Charleston, United States

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Private equity advisors based in Charleston, United States at a glance

As of Sep 5, 2026
31.3%Verified-email coverage
12.0Average contacts per company
1-10Median size (employees)
Sep 5, 2026Page data refreshed

Companies by employee count

1-10
19
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 28 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 private equity advisors, 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 “private equity advisors”. 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 private equity advisors), 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 private equity advisors, 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, 105 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 5, 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.

Private equity advisors 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 private equity advisors, 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 private equity advisors are there based in Charleston, United States?

RevenueBase identified 28 private equity advisors 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 in the United States has the most private equity advisors?

New York leads the United States with 988 headquartered companies, followed by Chicago (263) and Miami (202). Charleston has 28.

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 105 verified decision-maker contacts tracked across these 28 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 5, 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.