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Financial Advisors in Port Royal, SC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Port Royal: Sea Island Financial Services, LLC Bluffton SC, RFA Score 75/100; 5.0★ from 72 Google reviews.

  2. 2

    Most-reviewed: Coastline Complete Wealth, 57 Google reviews at 4.9★, the most of 33 ranked after Sea Island Financial Services, LLC Bluffton SC; ranked #2.

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

33 Port Royal financial advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 33 rated firms.

Top 10 financial advisors in Port Royal 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 Port Royal at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sea Island Financial Services, LLC Bluffton SC755.0★ (72)Bluffton, 13 mi away—Top score
2Coastline Complete Wealth724.9★ (57)Bluffton, 19 mi away—Most reviews
3United Community714.9★ (28)Bluffton, 13 mi away——
4Simply Stated Retirement Solutions705.0★ (12)Beaufort, 4 mi away——
5Edward Jones - Financial Advisor: Brian T Richter, ChFC®|CPWA®|CAP®|CLU®|CRPC™695.0★ (7)Port Royal——
6CrossRoads Financial Group LLC695.0★ (19)Hilton Head Island, 16 mi away——
7Bluffton Financial Planning685.0★ (15)Bluffton, 14 mi away——
8Graylark Financial685.0★ (13)Bluffton, 14 mi away——
9First Command Financial Advisor - Elle Hargis685.0★ (6)Beaufort, 4 mi away——
10Truist663.6★ (28)Bluffton, 16 mi awaySat—

All 33 financial advisors in Port Royal, 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.

  3. #3 United Community

    Based in Bluffton, 13 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    52 Burnt Church Rd, Bluffton, SC 29910
    View profile for United Community(843) 837-8433

  8. #8 Graylark Financial

    Based in Bluffton, 14 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    181 Bluffton Rd Ste. F201, Bluffton, SC 29910
    View profile for Graylark Financial(843) 931-4900

  10. #10 Truist

    Based in Bluffton, 16 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.6★ from 28 Google reviews, listed on Google as “Financial consultant”.

    • 3.6★ from 28 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    21 William Pope Dr, Bluffton, SC 29909
    View profile for Truist(843) 706-7920

  11. #11 Charles Schwab

    Based in Bluffton, 12 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Financial consultant”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    67 Towne Dr, Bluffton, SC 29910
    View profile for Charles Schwab(843) 473-3620

  13. #13 SOLE Financial Group

    Based in Bluffton, 13 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    29 Plantation Park Dr Ste 107, Bluffton, SC 29910
    View profile for SOLE Financial Group(843) 707-4859

  15. #15 Conscious Capital, LLC

    Based in Bluffton, 13 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    2 Belfair Oaks Blvd #2a, Bluffton, SC 29910
    View profile for Conscious Capital, LLC(843) 757-2444

  16. #16 Truist

    Based in Hilton Head Island, 16 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.6★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 3.6★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1008 William Hilton Pkwy Ste A, Hilton Head Island, SC 29928
    View profile for Truist(843) 686-7227

  17. #17 Fidelity Investments

    Based in Hilton Head Island, 11 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.3★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    430 William Hilton Pkwy Ste 305, Hilton Head Island, SC 29926
    View profile for Fidelity Investments(800) 544-8672

  19. #19 DWT Financial

    Based in Bluffton, 16 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    238 Hitching Post Crescent, Bluffton, SC 29910
    View profile for DWT Financial(843) 868-1185

  23. #23 Oak Advisors Llc

    Based in Bluffton, 12 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    3 Clarks Summit Dr #201, Bluffton, SC 29910
    View profile for Oak Advisors Llc(843) 757-9339

  24. #24 Modus Wealth Management

    Based in Bluffton, 13 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    29 Plantation Park Dr #701, Bluffton, SC 29910
    View profile for Modus Wealth Management(843) 473-4021

All 33 financial advisors

#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.

financial advisors in Port Royal, ranks 26 to 33
RankBusinessRFA ScoreGoogle ratingDistance
26Silver Oak Leaf Financial Services635.0★ (3)14 mi
27Focused Wealth635.0★ (3)14 mi
28Patel & Company, CPA, PC624.8★ (23)3 mi
29SCORE584.9★ (15)14 mi
30Republic Finance574.3★ (13)13 mi
31Olivetti, McCray and Withrow LLC Attorneys at Law564.4★ (14)16 mi
32Freedom Gold USA555.0★ (6)15 mi
33Van Grouw Advisors545.0★ (4)13 mi

Also serving Port Royal

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 Port Royal
BusinessGoogle ratingDistance
Coastal States Wealth Management of Raymond James3.0★ (2)14 mi
Dividend Assets Capital, LLC5.0★ (1)15 mi
Edward Jones - Financial Advisor: David Fancher5.0★ (1)4 mi
Edward Jones - Financial Advisor: Robyn S ClevingerIn Port Royal
Edward Jones - Financial Advisor: Sarah E Reed, CFP®|AAMS®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Tyler J Shrewsbury5.0★ (2)13 mi
Edward Jones - Financial Advisor: Wendy Peavey5.0★ (1)13 mi
Endowment Wealth Management, Inc.5.0★ (1)11 mi
First Command Financial Advisor - Denise Moody5.0★ (1)4 mi
Hand & Tanner Financial Group1.0★ (1)4 mi
Hilton Head Capital Partners5.0★ (1)12 mi
James Thomas - Morgan Stanley5.0★ (1)11 mi
John Rush - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)12 mi
Metis Wealth Management and Planning5.0★ (1)15 mi
Money Mentors5.0★ (1)13 mi
Morgan Stanley Financial Advisors5.0★ (2)12 mi
Somerset Advisory5.0★ (2)5 mi
Verity Investment Management5.0★ (1)14 mi
Verity Investment Partners5.0★ (1)4 mi
Wells Fargo Advisors1.0★ (1)12 mi

How we ranked Port Royal financial advisors

We scored 33 Port Royal 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 Port Royal 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 Port Royal: frequently asked questions

Which financial advisor has the highest RFA Score in Port Royal?

By RFA Score, the highest-ranked financial advisor in Port Royal, SC is Sea Island Financial Services, LLC Bluffton SC with an RFA Score of 75/100. It has 5.0★ from 72 Google reviews. Coastline Complete Wealth (#2) and United Community (#3) follow. We ranked 33 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Port Royal?

RankedFinancialAdvisors ranks 33 financial advisors serving Port Royal, SC. 1 of them is based in Port Royal; 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 Port Royal work on weekends?

3 of 33 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays is Truist (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Port Royal financial advisors have?

The median Google rating among 33 rated financial advisors in Port Royal is 5.0★, with a median of 7 reviews. Sea Island Financial Services, LLC Bluffton SC has the most, 72 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 Port Royal count in this ranking?

Yes, if they are within 25 mi of the Port Royal 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 Port Royal 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 Port Royal 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 Port Royal

  1. November 2026: RFA Scores recalculated for 33 financial advisors serving Port Royal.

More financial advisors and Port Royal pages