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Financial Advisors in Aiken, SC: 2026 rankings

51 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Aiken: Richard Young Advisors, RFA Score 73/100; 5.0★ from 84 Google reviews.

  2. 31

    Most-reviewed: Bank of America (with Drive-thru ATM), 77 Google reviews at 3.0★, the most of 51 ranked after Richard Young Advisors; ranked #31.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

51 Aiken financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 51 rated firms.

Top 10 financial advisors in Aiken at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Aiken at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Richard Young Advisors735.0★ (84)Augusta, 19 mi awayTop score
2Gateway Financial Group715.0★ (55)Augusta, 21 mi away—
3Will Rogers - Private Wealth Advisor, Ameriprise Financial Services, LLC705.0★ (43)Augusta, 20 mi away—
41280 Financial Partners695.0★ (26)North Augusta, 16 mi away—
5BJM Augusta684.4★ (61)Augusta, 21 mi away—
6Cornerstone Wealth Advisors675.0★ (5)Aiken—
7Janney Montgomery Scott LLC674.3★ (6)Aiken—
8Bank of America (with Drive-thru ATM)673.5★ (8)Aiken—
9Tea Olive Capital665.0★ (4)Aiken—
10Kimberly Kanagy - Financial Advisor, Ameriprise Financial Services, LLC664.2★ (5)Aiken—

All 51 financial advisors in Aiken, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Aiken

    #1 Richard Young Advisors

    Based in Augusta, 19 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 84 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    205 Hudson Trace, Augusta, GA 30907
    View profile for Richard Young Advisors(706) 739-0725

  2. #2 Gateway Financial Group

    Based in Augusta, 21 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2907 Professional Pkwy Ste A, Augusta, GA 30907
    View profile for Gateway Financial Group(706) 631-1213

  4. #4 1280 Financial Partners

    Based in North Augusta, 16 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1315 W Martintown Rd, North Augusta, SC 29860
    View profile for 1280 Financial Partners(803) 442-1280

  5. #5 BJM Augusta

    Based in Augusta, 21 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 61 Google reviews
    Hours
    Mon–Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    153 Davis Rd Ste A, Augusta, GA 30907
    View profile for BJM Augusta(706) 203-5653

  9. #9 Tea Olive Capital

    Based in Aiken

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    203 Silver Bluff Rd, Aiken, SC 29803
    View profile for Tea Olive Capital(803) 226-0826

  13. #13 AP Wealth Management

    Based in Augusta, 23 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 Frazier Dr, Augusta, GA 30909
    View profile for AP Wealth Management(706) 364-4281

  19. #19 Truist

    Based in Augusta, 19 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.2★ from 19 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 19 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2815 Wrightsboro Rd, Augusta, GA 30909
    View profile for Truist(706) 619-2633

  22. #22 Hope Funding

    Based in Evans, 24 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 15 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 15 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–3 PM · Sun closed
    Address
    607 Ronald Reagan Dr #1501, Evans, GA 30809
    View profile for Hope Funding(706) 204-9011

  25. #25 Optimal Wealth Strategies

    Based in Augusta, 22 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3633 Wheeler Rd Ste 210, Augusta, GA 30909
    View profile for Optimal Wealth Strategies(706) 814-0178

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 51 ranked financial advisors here; the rest are on their profiles.

financial advisors in Aiken, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab634.1★ (11)21 mi
27Firethorn Wealth Partners624.8★ (6)19 mi
28Fehrman Investment Group625.0★ (7)21 mi
29First Command624.6★ (10)24 mi
30RAP Financial Services622.4★ (34)12 mi
31Bank of America (with Drive-thru ATM)623.0★ (77)21 mi
32Bank of America (with Drive-thru ATM)623.2★ (64)24 mi
33Edward Jones - Financial Advisor: James T Lambert, AAMS®625.0★ (7)25 mi
34Merrill Lynch Wealth Management614.7★ (3)15 mi
35The Retirement Resource615.0★ (17)In Aiken
36Edward Jones - Financial Advisor: Matt Loss, CFP®614.0★ (4)18 mi
37Morgan Stanley613.7★ (3)15 mi
38Keystone Financial Services614.2★ (5)21 mi
39Retirement Solutions of Georgia615.0★ (4)21 mi
40Noble Oak Financial615.0★ (4)21 mi
41Northwestern Mutual614.0★ (4)20 mi
42GraniteArch Wealth Management605.0★ (4)23 mi
43Jeffrey L. Foreman CPA, PC & Investment Planning Solutions, LLC605.0★ (3)21 mi
44Bankers Life602.7★ (9)23 mi
45Mann Advisory Services, LLC605.0★ (3)21 mi
46Edward Jones - Financial Advisor: Michael M Downes Jr605.0★ (3)23 mi
47Dollar Loans594.7★ (12)In Aiken
48First Command Financial Advisor - Andrew Helmich595.0★ (3)24 mi
49Highland Finance594.6★ (10)In Aiken
50Republic Finance553.7★ (21)15 mi

Also serving Aiken

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Aiken
BusinessGoogle ratingDistance
Bailey Retirement Group, LLC5.0★ (2)In Aiken
CornerstoneIn Aiken
Crane & Owen Financial Solutions - Ameriprise Financial Services, LLC5.0★ (1)In Aiken
Dennis Barry - ThriventIn Aiken
Edward Jones - Financial Advisor: Alicia S Kough, AAMS®5.0★ (1)In Aiken
Edward Jones - Financial Advisor: Andrew R Cox, CRPC™5.0★ (2)In Aiken
Edward Jones - Financial Advisor: Dustin B Ennis5.0★ (1)In Aiken
Edward Jones - Financial Advisor: Dylan T Jones5.0★ (1)In Aiken
Edward Jones - Financial Advisor: Jessica Stalker, CFP®|ChFC®|CEPA®5.0★ (1)In Aiken
Edward Jones - Financial Advisor: Kelby D Heydt, AAMS®In Aiken
Elliott Davis LLCIn Aiken
Joel Johnson - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Aiken
John FitzGerald - TD Wealth Relationship ManagerIn Aiken
Kayla Campbell - ThriventIn Aiken
LPL Financial3.0★ (1)In Aiken
Melanie Hendrix - ThriventIn Aiken
Merrill Lynch Wealth ManagementIn Aiken
SCOREIn Aiken
Scott Singer – Financial Advisor Aiken | Janney Montgomery Scott5.0★ (1)In Aiken
White & Associates Financial Services5.0★ (1)In Aiken

How we ranked Aiken financial advisors

We scored 51 Aiken financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Aiken data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Aiken: frequently asked questions

Which financial advisor has the highest RFA Score in Aiken?

By RFA Score, the highest-ranked financial advisor in Aiken, SC is Richard Young Advisors with an RFA Score of 73/100. It has 5.0★ from 84 Google reviews. Gateway Financial Group (#2) and Will Rogers - Private Wealth Advisor, Ameriprise Financial Services, LLC (#3) follow. We ranked 51 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Aiken?

RankedFinancialAdvisors ranks 51 financial advisors serving Aiken, SC. 11 of them are based in Aiken; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Aiken work on weekends?

5 of 51 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays is Hope Funding (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Aiken financial advisors have?

The median Google rating among 51 rated financial advisors in Aiken is 5.0★, with a median of 9 reviews. Richard Young Advisors has the most, 84 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Aiken count in this ranking?

Yes, if they are within 25 mi of the Aiken city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Aiken ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Aiken a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Aiken

  1. November 2026: RFA Scores recalculated for 51 financial advisors serving Aiken.

More financial advisors and Aiken pages