Best Financial Advisors in Summerville, SC

12 firms listed · 7 in Summerville · 10 rated 4.5+

Data verified October 21, 2026

Hollifield Financial Group

Hollifield Financial Group

4.8 15 reviews
“After all of their help now I can finally rest assured that I am now on the right track to an early retirement to enjoy my family and life!”
Since 2013
208 N Cedar St #200
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Cornerstone Financial Strategies

Cornerstone Financial Strategies

BBB A+Since 1994
Suite A-1, 810 Travelers Blvd
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Compass Investment Advisors

Compass Investment Advisors

5.0 3 reviews
“He makes sure to pay attention to industry trends and make sure you are up to date on what is happening in the market.”
Since 2014
105 S Cedar St # D
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Asset Integration Consultants

Asset Integration Consultants

Since 2000Prices online
121 S Cedar St
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Voyage Financial Partners

Voyage Financial Partners

Since 2022
300 N Cedar St suite a
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Elite Wealth Management

Elite Wealth Management

Since 2023
403 Squire Pope Rd
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The 12 firms listed for Summerville, 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: Summerville, SC

Of the 12 firms we list here, 7 are in Summerville itself and 5 come from North Charleston (3, 9 mi) and Charleston (1, 18 mi). 10 of the firms on this page have a rating, from 4.6 to 5.0 across 91 reviews. 1 has a BBB rating of A or A+. 7 have ten or more years of experience, the longest 34 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 11 of the firms on this page; 7 publish a contact page; 9 list a public email and 5 take bookings online. 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.

Do firms listed for Summerville take financial planning bookings online?

5 of the 12 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.

Koebel Investment & Financial

Koebel Investment & Financial

305 Old Trolley Rd
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Book onlineBook
Line Upon Line Tax & Accounting

Line Upon Line Tax & Accounting

5.0 6 reviews
“You could not find a more knowledgeable and compassionate accounting firm.”
Se habla español25+ yearsFree consultationFinancing
North Charleston, SC · 9 mi from Summerville
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Increasing H.o.p.e Financial Training Center

Increasing H.o.p.e Financial Training Center

4.6 16 reviews
“Increasing Hope has a plethora of services designed to see business owners and professional succeed in life and business.”
Since 2003
North Charleston, SC · 9 mi from Summerville
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Rogers Tax Advisory Group

Rogers Tax Advisory Group

4.9 15 reviews
“I am so pleased with my service/recommendations from Jerry in reference to my retirement!”
Since 1992
Charleston, SC · 18 mi from Summerville
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Riser Gibbons & Carpenter

Riser Gibbons & Carpenter

5.0 3 reviews
“At our initial meeting, Tyler thoughtfully answered my questions (which were somewhat complex to me given a recent divorce and rental property), and he has done a great job preparing my annual returns since then.”
Since 1951
North Charleston, SC · 9 mi from Summerville
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Ignite Wealth Planning

Ignite Wealth Planning

Since 2020
15 mi from Summerville
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HomeWealth Management AdvisorsSouth CarolinaSummerville, SC

Why these companies made our list

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