Company lists · Data refreshed September 2026

Top 23 Wealth management consulting firms based in Charleston, United States

Name: Wealth management consulting firms based in Charleston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 40 companies tracked

RevenueBase identified 40 wealth management consulting firms headquartered in Charleston, United States as of September 2026 and tracks 397 professional contacts across them, including 146 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Charleston has 40.

This list covers wealth 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 29, 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 29, 2026 86% judged on-target in blind review

40Companies

397Contacts tracked

146Verified emails

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The 23 largest wealth management consulting firms based in Charleston, United States

Ranked by team size

Top 23 of 40 wealth management consulting firms based in Charleston, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Commonwealth Financial Group	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	11-50	122 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 29, 2026
2	Southstate Investment Services	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	51-200	38 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 29, 2026
3	Ambwealth	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	11-50	27 contacts →
	Indirect evidence “YOU DESERVE A BETTER WAY TO REACH YOUR GOALS.” Source: RevenueBase Database · checked Sep 29, 2026
4	Curran Financial Partners	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	24 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 29, 2026
5	Freedom Financial	Indirect evidence	Charleston, WV, United StatesHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “Freedom Financial is committed to helping individuals, groups, and businesses meet their financial planning goals by providing cutting edge strategies for insurance protection…” Source: RevenueBase Database · checked Sep 29, 2026
6	CTH Advisors	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect 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 29, 2026
7	Vandalia Wealth Management	Strong evidence	Charleston, WV, United StatesHQ checked Sep 29, 2026	11-50	16 contacts →
	Strong evidence “Vandalia Wealth is an independent wealth management firm dedicated to helping individuals, families, and businesses build, preserve, and transfer wealth with clarity and…” Source: RevenueBase Database · checked Sep 29, 2026
8	Harbor Financial Group, LLC	Strong evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	15 contacts →
	Strong 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 29, 2026
9	Anderson Growth Partners	Partial evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	12 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 29, 2026
10	Ballast Rock Private Wealth	Partial evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Ballast Rock Private Wealth is an independent, SEC-registered investment advisor based in Charleston, South Carolina.” Source: RevenueBase Database · checked Sep 29, 2026
11	Coastal Financial Planning Group	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	8 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 29, 2026
12	Charleston Financial Advisors, LLC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “At Charleston Financial Advisors, we understand your financial planning and investment needs are unique.” Source: RevenueBase Database · checked Sep 29, 2026
13	Coastal Strategic Capital	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	6 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 29, 2026
14	Capasso Planning Partners	Strong evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	11-50	5 contacts →
	Strong 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 29, 2026
15	Prosperity Capital Advisors Charleston - Palo Alto	Strong evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong 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 29, 2026
16	Affluence Financial Group	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
17	Warren Capital Group	Strong evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “Warren Capital Group is a wealth management company servicing individuals and institutions throughout the nation.” Source: RevenueBase Database · checked Sep 29, 2026
18	Nicholson Wealth Management Group	Strong evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “Where Strategy Meets Stewardship Nicholson Wealth Management is a fee-based Registered Investment Advisor (RIA) delivering personalized investment management and fiduciary wealth…” Source: RevenueBase Database · checked Sep 29, 2026
19	PGI Financial Services, INC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “At PGI Financial Services, our mission is to help our clients achieve financial confidence.” Source: RevenueBase Database · checked Sep 29, 2026
20	Livswell	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
21	Family Asset Management, LLC	Partial evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Family Asset Management is an advisory-owned independent Registered Investment Advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026
22	Andy Richardson Group	Indirect evidence	Charleston, WV, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “Andy Richardson Group solves problems.” Source: RevenueBase Database · checked Sep 29, 2026
23	Akin Investments, LLC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “Akin Investments is a fiduciary, investment advisor.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management consulting firms.
Partial evidence: Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 23 of 40 wealth management consulting firms based in Charleston, United States

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

As of Sep 29, 2026

36.8%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

Sep 29, 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 40 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 wealth 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 “wealth 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 wealth 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 wealth 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, 146 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 29, 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.

Wealth 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 wealth 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 wealth management consulting firms are there based in Charleston, United States?

RevenueBase identified 40 wealth 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 in the United States has the most wealth management consulting firms?

New York leads the United States with 624 headquartered companies, followed by Atlanta (279) and Houston (265). Charleston has 40.

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 146 verified decision-maker contacts tracked across these 40 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 29, 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.