Prudeo Partners, LLC, a local investment advisory firm headquartered in West Columbia, SC, is dedicated to providing comprehensive financial solutions to its clients. With a presence in two offices, Prudeo Partners employs a team of 10 professionals, of which 6 specialize in investment advisory services. Leveraging their expertise, the firm manages an impressive average of approximately $59,650,000 in assets per investment advisor, aligning with industry norms. Prudeo Partners employs a diverse compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm's expertise lies in managing employer 401Ks and individual accounts, which collectively constitute about half of their impressive assets under management. Their exceptional track record in this field speaks to their competence and understanding of the nuances in managing retirement funds and individual investments. A testament to their success, Prudeo Partners oversees a significant client base, catering to over 460 individuals. The firm's total assets under management stand at an impressive $357,879,000, underscoring their commitment to prudent financial stewardship. Leading the way are some of the longest-tenured advisors in the industry, including Michael Krumholz, Christian Tyler, and Andrew Todd, who bring a wealth of experience and a proven track record to the firm. Prudeo Partners, LLC proudly offers discretionary management for 100% of the assets they handle, providing clients with a seamless and hands-off investment experience. With their local presence, expert team, and dedication to client success, Prudeo Partners has solidified its position as a trusted partner in the financial advisory landscape of West Columbia, SC.

CCM Investment Advisers, LLC is a reputable investment advisory firm located in Columbia, SC. With a team of 11 dedicated professionals, including 6 experienced investment advisors, they provide comprehensive financial guidance and services to a diverse clientele. Drawing upon their extensive knowledge and expertise, CCM Investment Advisers manages an impressive $892,127,000 in assets under management for over 640 individual clients. Their exceptional average of $15,130,000 in assets per investment advisor highlights their commitment to delivering personalized attention and tailored solutions. In terms of compensation structure, CCM Investment Advisers offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose the most suitable arrangement for their investment needs. While their focus lies primarily on individual clients, CCM Investment Advisers also possesses the capability to effectively manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. As a local firm deeply rooted in the community, CCM Investment Advisers prides itself on maintaining strong relationships with its clients. Led by esteemed advisors such as Robert Key, Christopher Antley, and Fowler Cary, who have been with the firm for an extensive period, they combine industry experience with a deep understanding of the local market. With their unwavering commitment to excellence and a client-centered approach, CCM Investment Advisers, LLC continues to serve as a trusted partner in helping individuals and businesses navigate the complexities of the financial landscape.

Anchor Investment Management has over 420 individual clients with over $935,531,000 in assets under management. Anchor Investment Management is a local investment advisory firm based out Columbia, SC with 2 offices. While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 91% of the assets they manage are discretionary.The majority of the assets managed are for high networth individuals.Their compensation structure includes several types, including: a percentage of assets under management, fixed fees, . Anchor Investment Management has 18 total employees with 9 of them providing investment advisory services. They average approximately $103,950,000 in assets under management per investment advisor, which is average compared to the industry average.

William B. Walkup & Associates, Inc. is a reputable investment advisory firm located in Columbia, SC. With a knowledge cutoff in September 2021, it is known that the firm has a strong track record and a loyal client base. Presently, the company serves over 40 individual clients, overseeing an impressive $141,443,000 in assets under management. As a small firm, William B. Walkup & Associates, Inc. offers personalized financial solutions to its clients. While the majority of their assets under management are non-401K and individual accounts, the firm possesses the expertise to handle employer funds. Notably, all of the assets they manage are discretionary, providing clients with a high level of trust and confidence in the firm's investment decisions. With a compensation structure that includes various types, such as a percentage of assets under management and hourly charges, William B. Walkup & Associates, Inc. ensures transparency and aligns their interests with those of their clients. The firm prides itself on its dedicated team of professionals. Currently, William B. Walkup & Associates, Inc. employs four individuals, with three of them specializing in providing investment advisory services. On average, each investment advisor manages approximately $47,150,000 in assets, which is consistent with the industry average. William B. Walkup & Associates, Inc. has established a long-standing presence in the market, thanks in part to the expertise and tenure of its advisors. Noteworthy individuals include William Walkup, Christopher Walkup, and Richard Newsome, who have served as trusted advisors to their clients for many years.

Allison Investment Management, LLC is a small investment advisory firm based out of Columbia, SC. With two offices, they specialize in providing comprehensive investment advisory services. The firm's two employees are dedicated to delivering personalized financial strategies to their clients. On average, each investment advisor manages approximately $51,790,000 in assets under management, which aligns with the industry average. Allison Investment Management, LLC adopts a diverse compensation structure that includes a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, 91% of the assets they manage are discretionary, reflecting the trust placed in their expertise by their clients. Catering primarily to high net worth individuals, Allison Investment Management, LLC holds the majority of its managed assets in this segment. Additionally, they offer an array of valuable services such as being a registered representative of a broker-dealer, as well as an insurance broker or agent. With a sizable client base, the firm currently serves over 40 individual clients, effectively managing more than $103,582,000 in assets. David Allison and John Allison stand as two of the longest tenured registered advisors at the firm, contributing their extensive experience and knowledge to the organization's success. Allison Investment Management, LLC prides itself on providing expert investment advisory services and a commitment to fostering long-term client relationships. With their comprehensive financial strategies and experienced team, they strive to help clients achieve their financial goals and secure a prosperous future.

Southstate Advisory, Inc. is a renowned investment advisory firm headquartered in Columbia, SC, providing exceptional financial services to clients across the region. With a team of 20 dedicated professionals, including 10 highly skilled investment advisors, Southstate Advisory stands out in the industry. Their impressive average of approximately $173,760,000 in assets under management per investment advisor surpasses the industry standard, showcasing their expertise and success. At Southstate Advisory, their compensation structure is designed to align their interests with those of their clients. They offer various types of compensation, including a percentage of assets under management and performance-based fees. This approach ensures that their advisors are motivated to deliver exceptional results for their clients, fostering a strong client-advisor relationship built on trust and shared success. With a vast client base of over 100 individuals, Southstate Advisory manages an impressive $3,116,698,000 in assets. What sets them apart is that 88% of the assets they manage are discretionary, giving clients peace of mind knowing that their investments are expertly handled and optimized for growth. Southstate Advisory takes pride in their local roots and commitment to their community. With eight offices strategically located throughout the region, they are well-positioned to serve their clients' needs efficiently and effectively. The firm's success is further exemplified by their team of seasoned advisors, including the experienced and respected professionals Robin Roseman, Martin Mcwilliams, and Jon Ahrens, who have been with the firm for many years. Southstate Advisory, Inc. combines their local presence, extensive industry knowledge, and exceptional service to help clients achieve their financial goals and secure their financial future.