PGI Financial Services
“After settling in to our new house we started to research financial service providers and we were lucky to find PGI.”
Best Financial Advisors in Charleston, SC
21 firms listed · all 21 in Charleston · 1 open weekends · 18 rated 4.5+
Data verified October 28, 2026
Solomon Hardwick Cpas
“Katherine is a wonderful person, is incredibly thorough and always does an amazing job on my taxes/with giving me tax advice every year!”
Rogers Tax Advisory Group
“Jerry can help with any assistance with retirement planning and investing strategies and Jay is a whiz with tax preparation.”
Warren Capital Group
“Joe Warren and his team of professionals have been my investment advisors for over 20 years.”
Oak Capital Advisors
“The financial plan he created for us 12 years ago financed three college educations and kept our retirement plans on track.”
Sequence Financial Specialists
The 21 firms listed for Charleston, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Charleston, SC
All 21 firms we list here are in Charleston itself. We have 37 firms in Charleston on file; this page shows the highest-rated 21. 20 of the firms on this page have a rating, from 4.3 to 5.0 across 115 reviews; 18 are rated 4.5 or higher. 1 is open on Saturdays. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 21 of the firms on this page; 15 publish a contact page; 19 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Charleston take financial planning bookings online?
7 of the 21 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Commonwealth Financial Group
“As I sat wringing my hands over my next move toward retirement, he somehow knew to reach out to me.”
Cove Financial Solutions
“I've worked with a number of these advisors and Caleb Thompson is one of the best.”
Mainsheet Financial Solutions
“Been with them for years the best”
Complete Tax & Financial Services
“Quick and easy consulting and tax preparation.”
Chandler Rhea CPA
Lighthouse Wealth Advisors of Charleston
“He has given us sound advice on many financial matters, and he has helped us make important decisions about budgeting, various insurance policies, and retirement planning.”
Kaizen Wealth Management
“Derrick and his team have always gone above and beyond to provide me with sound advice that help me meet my objectives.”
Woods Asset Management
“If you want someone who will sit down with you and take the time to know your situation, then call Jonathan.”
Premier Wealth Partners
“Working with Mr Lowther has been essential in learning how to navigate finances while operating a business.”
Lynch Cracraft Wealth Management of Raymond James
Gillen Wealth Management
Hutto, Preston & Associates
Active Lifestyle Financial Planning
“He has gone above and beyond our expectations and we highly recommend him.”
Coastal Financial Planning Group
“My mom inherited some money at 88 years old and using the expertise of the folks at Coastal Financial was the best decision we could have made for her”
R E Baxter & Associates
Why these companies made our list
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