SC · Aiken

Fiduciary advisors in Aiken, SC

4 advisors with offices in Aiken. Credentials, fee structures, and minimums are disclosed on each listing.

4 listed

4 results in Aiken

Cola Wealth Advisors-Aiken

Aiken, South Carolina

Cola Wealth Advisors operates from Aiken, South Carolina with four branch offices licensed across 38 states, serving over 2,600 client families. The firm's 13 licensed advisors offer financial planning, investment management, estate planning, specialized insurance strategies, and tax-efficient planning, with access to traditional, alternative, and private investment opportunities. Founded nearly four decades ago, the firm combines institutional-level market analysis with technology platforms for portfolio monitoring and client communication.

View details

Merrill Lynch Wealth Management

Aiken, South Carolina

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Aiken, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

View details

Northwestern Mutual - Bruce Hovey

Aiken, South Carolina

Insurance-Based

Insurance Planning

Northwestern Mutual - Bruce Hovey is an insurance-based firm in Aiken, South Carolina. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

View details

Wilson David Investment Advisors

Aiken, South Carolina

Wilson David Investment Advisors is an independent, fee-only investment advisory firm based in Aiken, South Carolina, registered with the state. The firm provides financial planning, estate planning, investment management across stocks, bonds, mutual funds, and other asset classes, along with tax preparation and IRS resolution services. Led by Kathy Hauer (CFP® and IRS Enrolled Agent) and Martin Lunn (Series 65 qualified), the firm serves clients at all net worth levels on a flat-fee or hourly basis and offers specialized products including college financial planning and debt consolidation.

View details

Financial advisors in Aiken, South Carolina

Advisors serving Aiken specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (South Carolina's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all South Carolina advisors