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The Wealth Guardians
“We are confident that we have chosen the best group to guide us into and through retirement.”
Best Financial Advisors in Rock Hill, SC
15 firms listed · 10 in Rock Hill · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
King Wealth Partners
“Will is always available when advice is needed and he has helped me focus on - and work towards - my financial goals.”
Family Trust Investment Services
“Aaliyah provided an amazing experience very respectful and very knowledgeable of my situation with a very bubble personality.”
BNA Cpas & Advisors
“They have always been available and willing to advise us as our business has grown.”
Palmetto Investment Consultants
“John and his team take great care of me and my family.”
Dolan Capital Advisors
“I'd recommend their passive investment approach to anyone who wants to see their portfolio grow.”
The 15 firms listed for Rock Hill, 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: Rock Hill, SC
Of the 15 firms we list here, 10 are in Rock Hill itself and 5 come from Charlotte, NC (21 mi). 13 of the firms on this page have a rating, from 4.1 to 5.0 across 239 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. The services the firms on this page list most often on their websites are cpa (2), estate planning (2) and wealth (2). 1 shows a license on its website. 11 have ten or more years of experience, the longest 34 years. 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 11 publish a contact page and 7 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Rock Hill listed here?
10 of the 15 firms are located in Rock Hill. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Holland Capital Management
“Chad and Clay's commitment to personalized guidance and strategic insites ensures that every client is empowered and informed in their financial decisions.”
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BNA Wealth
“It is rare to find a team that combines high-level financial intelligence with such a genuine heart for making a local impact.”
W.i.s.e Financial Literacy
Burkett Financial Services
Sinclair Financial Solutions
“They take the time to understand our financial needs and help make great financial planning decisions for our family's future.”
E.S. Insurance & Financial Services
Anderson Griggs Investments
Continuum Capital Advisory
Alloy Wealth Management
“My parents engaged Mark a couple of months ago and have never been more confident in what is going on with their money and financial plans in their entire lives!”
Why these companies made our list
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