Ratliff CPA Firm
“Amazing team, they do a great job on my taxes and bookwork!”
Best Financial Advisors in Sumter, SC
10 firms listed · 5 in Sumter · 1 open weekends · 8 rated 4.5+
Data verified October 15, 2026
Daniel Wealth Management
“You're more than just a number here, you're with your tribe looking out for your best interest”
Book onlineBook
Axis Wealth Planning
“You can feel confident trusting him with his advice and financial guidance.”
LS Investment Partners - Linda A. Schermerhorn
Applewood Capital Management Associates
Tenet Wealth Management
“They help educate their clients and keep them up to date on current financial climates.”
The 10 firms listed for Sumter, 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: Sumter, SC
Of the 10 firms we list here, 5 are in Sumter itself and 5 come from Columbia (3, 30 mi) and Camden (2, 23 mi). 8 of the firms on this page have a rating, from 4.5 to 5.0 across 88 reviews. 1 is open on Saturdays. 2 have a BBB rating of A or A+. 8 have ten or more years of experience, the longest 68 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 7 list a public email and 2 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.
Why are financial advisers outside Sumter listed here?
5 of the 10 firms are located in Sumter. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Cooper Tax Services
“Jeff has been a fantastic tax professional who has assisted my family and I for over 20 years.”
RBH Business Solutions
“You guys also accommodate us every time we lose track of the days before filing dates and always get us in!”
PAG Advisory Group
“I appreciate the time he takes to explain key details and the value he always creates.”
Monroe Financial Group
“Julie and John and the entire staff did a wonderful job as usual.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
