Skip to content

Investment Advisors in Mount Pleasant, SC: 2026 rankings

48 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Mount Pleasant: Geiger Investments, RFA Score 67/100; 4.0★ from 4 Google reviews.

  2. 7

    Most-reviewed: Scipio Financial – Terry Scipio, CLU®, 107 Google reviews at 5.0★, the most of 48 ranked; ranked #7.

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

48 Mount Pleasant investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 48 rated firms.

Top 10 investment advisors in Mount Pleasant 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 investment advisors in Mount Pleasant at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Geiger Investments674.0★ (4)Charleston, 6 mi awayTop score
2Wells Fargo Advisors652.3★ (4)Charleston, 10 mi away—
3Good Life Financial Advisors645.0★ (26)Charleston, 1 mi away—
4Cross Roads Investment Management644.9★ (8)Charleston, 3 mi away—
5Creative Planning635.0★ (19)Mount Pleasant—
6Convergent Financial Group635.0★ (31)Charleston, 7 mi away—
7Scipio Financial – Terry Scipio, CLU®635.0★ (107)Summerville, 24 mi awayMost reviews
8Carolina Capital Management634.2★ (5)Mount Pleasant—
9ACT Advisors Wealth Management635.0★ (17)Charleston, 1 mi away—
10Oak Street Advisors - Fee-Only Fiduciary Financial & Tax Planners624.8★ (17)Charleston, 1 mi away—

All 48 investment advisors in Mount Pleasant, 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 Mount Pleasant

    #1 Geiger Investments

    Based in Charleston, 6 mi away

    67/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    146 Fairchild St #134, Daniel Island, SC 29492
    View profile for Geiger Investments(843) 375-8700

  5. #5 Creative Planning

    Based in Mount Pleasant

    63/100RFA Score

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

    • 5.0★ from 19 Google reviews
    Address
    950 Houston Northcutt Blvd #101, Mt Pleasant, SC 29464
    View profile for Creative Planning(843) 606-3917

  12. #12 Western & Southern Life

    Based in Charleston, 6 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 20 Google reviews, listed on Google as “Life insurance agency”.

    • 4.6★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    115 Central Island St Ste 190, Charleston, SC 29492
    View profile for Western & Southern Life(843) 779-3400

  14. #14 Warren Capital Group

    Based in Charleston, 4 mi away

    61/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    32 Cooper St, Charleston, SC 29403
    View profile for Warren Capital Group(854) 246-8881

  15. #15 Low Country Coins

    Based in North Charleston, 15 mi away

    61/100RFA Score

    Ranked #15 because of its Google rating and review volume: 4.2★ from 97 Google reviews.

    • 4.2★ from 97 Google reviews
    Hours
    Mon–Tue 10 AM–4 PM · Wed–Sun closed
    Address
    7800 Rivers Ave #1010, North Charleston, SC 29406
    View profile for Low Country Coins(843) 763-3463

  20. #20 Charles Schwab

    Based in Charleston, 2 mi away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.8★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 3.8★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    962 Houston Northcutt Blvd Ste 100, Mt Pleasant, SC 29464
    View profile for Charles Schwab(843) 856-1388

  22. #22 Republic Finance

    Based in Charleston, 10 mi away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.3★ from 17 Google reviews, listed on Google as “Loan agency”.

    • 4.3★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    946 Orleans Rd Unit b4, Charleston, SC 29407
    View profile for Republic Finance(843) 766-3163

All 48 investment advisors

#1 to #25 are shown in full above. Here are #26 to #48, in RFA Score order; each links to its profile.

investment advisors in Mount Pleasant, ranks 26 to 48
RankBusinessRFA ScoreGoogle ratingDistance
26Merrill Lynch Wealth Management584.3★ (4)In Mount Pleasant
27BECU584.5★ (13)11 mi
28Blue Bear Private Wealth585.0★ (3)In Mount Pleasant
29Richard C Young Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC585.0★ (3)In Mount Pleasant
30Republic Finance584.8★ (21)20 mi
31Nicholson Wealth Management Group585.0★ (4)4 mi
32Morgan Stanley Financial Advisors585.0★ (4)5 mi
33MassMutual South Carolina575.0★ (3)4 mi
34Kaizen Wealth Management, LLC575.0★ (3)4 mi
35Compass Investment Advisors, LLC565.0★ (4)24 mi
36Baird Private Wealth Management563.3★ (3)4 mi
37Republic Finance563.8★ (27)18 mi
38Edward Jones - Financial Advisor: Charles M Holbrook565.0★ (4)10 mi
39Edward Jones - Financial Advisor: Joseph O Purter565.0★ (4)11 mi
40Edward Jones - Financial Advisor: Thomas E Furse, CFP®565.0★ (4)11 mi
41Edward Jones - Financial Advisor: Joshua B Ayers, RICP®|AAMS®555.0★ (8)21 mi
42Edward Jones - Financial Advisor: Clark Williams545.0★ (6)22 mi
43Edward Jones - Financial Advisor: Jerry L Moneer544.4★ (5)20 mi
44Edward Jones - Financial Advisor: Heather A Shaw, AAMS®535.0★ (4)21 mi
45Edward Jones - Financial Advisor: Tabatha L Butler, ChFC®535.0★ (3)21 mi
46Edward Jones - Financial Advisor: Michael E Avant525.0★ (4)24 mi
47Edward Jones - Financial Advisor: Katherine Ponder, ChFC®525.0★ (3)24 mi
48Edward Jones - Financial Advisor: Cheri M Greene513.7★ (3)23 mi

Also serving Mount Pleasant

20 more investment 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 investment advisors serving Mount Pleasant
BusinessGoogle ratingDistance
Aaron Watkins - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Mount Pleasant
Alphavest5.0★ (1)In Mount Pleasant
Arrow Advisory5.0★ (1)In Mount Pleasant
Carolina Mutual Investors, LLC4.0★ (1)In Mount Pleasant
Cetera Advisor Networks LLCIn Mount Pleasant
Coastal Wealth Management5.0★ (1)In Mount Pleasant
Consolidated Planning5.0★ (2)In Mount Pleasant
Edward Jones - Financial Advisor: Chris Disharoon, CEPA®5.0★ (2)In Mount Pleasant
Edward Jones - Financial Advisor: Donna Fenley5.0★ (1)In Mount Pleasant
Edward Jones - Financial Advisor: Ross K Evans, ChFC®|AAMS®5.0★ (2)In Mount Pleasant
Edward Jones - Financial Advisor: Trenton Elvis, CRPC™5.0★ (1)In Mount Pleasant
Fusion Capital4.0★ (4)In Mount Pleasant
Northwestern Mutual5.0★ (1)In Mount Pleasant
Principal Financial Group1.0★ (1)In Mount Pleasant
Prudential Advisors - Kevin Medert5.0★ (4)In Mount Pleasant
Saos Capital, LLC5.0★ (1)In Mount Pleasant
The Ventus Group - Ameriprise Financial Services, LLC5.0★ (2)In Mount Pleasant
Wells Fargo Advisors5.0★ (1)In Mount Pleasant
Wells Fargo Advisors5.0★ (1)In Mount Pleasant
WRS Inc. Real Estate Investments3.0★ (2)In Mount Pleasant

How we ranked Mount Pleasant investment advisors

We scored 48 Mount Pleasant investment 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 Mount Pleasant 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Mount Pleasant: frequently asked questions

Which investment advisor has the highest RFA Score in Mount Pleasant?

By RFA Score, the highest-ranked investment advisor in Mount Pleasant, SC is Geiger Investments with an RFA Score of 67/100. It has 4.0★ from 4 Google reviews. Wells Fargo Advisors (#2) and Good Life Financial Advisors (#3) follow. We ranked 48 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Mount Pleasant?

RankedFinancialAdvisors ranks 48 investment advisors serving Mount Pleasant, SC. 10 of them are based in Mount Pleasant; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Mount Pleasant investment advisors have?

The median Google rating among 48 rated investment advisors in Mount Pleasant is 5.0★, with a median of 6 reviews. Scipio Financial – Terry Scipio, CLU® has the most, 107 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Mount Pleasant count in this ranking?

Yes, if they are within 25 mi of the Mount Pleasant city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Mount Pleasant ranked?

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

How do I check an investment 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 investment advisor in Mount Pleasant 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 investment 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 Mount Pleasant

  1. November 2026: RFA Scores recalculated for 48 investment advisors serving Mount Pleasant.

More investment advisors and Mount Pleasant pages