Company lists · Data refreshed September 2026

Top 16 Retirement planning companies based in Charleston, United States

Name: Retirement planning companies based in Charleston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 32 companies tracked

RevenueBase identified 32 company matches for retirement planning companies associated with Charleston, United States as of September 2026 and tracks 186 professional contacts across them, including 82 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Charleston has 32.

This list covers company matches for retirement planning companies associated with Charleston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

32Companies

186Contacts tracked

82Verified emails

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The 16 largest retirement planning companies based in Charleston, United States

Ranked by team size

Top 16 of 32 company matches for retirement planning companies based in Charleston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Southstate Investment Services	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	51-200	38 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Curran Financial Partners	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	24 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Freedom Financial	Exact match	Charleston, WV, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Freedom Financial is committed to helping individuals, groups, and businesses meet their financial planning goals by providing cutting edge strategies for insurance protection…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Vandalia Wealth Management	Exact match	Charleston, WV, United StatesHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “Vandalia Wealth is an independent wealth management firm dedicated to helping individuals, families, and businesses build, preserve, and transfer wealth with clarity and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Coastal Financial Planning Group	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Hiwire Financial, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Charleston Financial Advisors, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “At Charleston Financial Advisors, we understand your financial planning and investment needs are unique.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Coastal Strategic Capital	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “After years of client collaboration at our previous firm, our founders sought out to build something different.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Prosperity Capital Advisors Charleston - Palo Alto	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Alison Wealth Management provides financial advisory services in Charleston, SC and Palo Alto, CA specializing in retirement planning, investment management, tax strategies…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Affluence Financial Group	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Warren Capital Group	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Warren Capital Group is a wealth management company servicing individuals and institutions throughout the nation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	PGI Financial Services, INC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At PGI Financial Services, our mission is to help our clients achieve financial confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Livswell	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Livswell is a full-service financial planning firm dedicated to helping clients over the age of 50 with the nuances and complicated financial decisions they face in the second…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	OAK Capital Advisors, LLC	Exact match	Charleston, SC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement planning for business owners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Andy Richardson Group	Exact match	Charleston, WV, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Andy Richardson Group solves problems.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Bandal Consulting LLC	Exact match	Charleston, WV, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Bandal Consulting works with closely held businesses to establish and successfully maintain retirement plans and Corporate Owned Life Insurance” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “retirement planning companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 16 of 32 retirement planning companies based in Charleston, United States

See the full list, filter by size, metro and specialty, and access 82 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Charleston, United States at a glance

As of Sep 19, 2026

44.1%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 32 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Charleston, United States whose business descriptions match “retirement planning companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 82 professional contacts with verified work emails across the full matched dataset. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement planning companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Charleston, United States?

RevenueBase identified 32 company matches for retirement planning companies associated with Charleston, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Southstate Investment Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Charleston has 32.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 82 professional contacts with verified work emails tracked across these 32 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 SmartSearch, 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.