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Fidelon
← All firms
Market Standing · 2026
The most transparent firms in Charleston-North Charleston.
125 scored firmsTop 5 recognizedfidelon.com/markets/charleston-north-charleston-sc
#1IA-only$10092ARecognized · #1 Firm
2IA-only—92Arank within Top 5; below the 80 standard
3IA-only$43M91.6ARecognized · Top 5
4IA-only—91.5Arank within Top 5; below the 80 standard
5IA-only—91.5Arank within Top 5; below the 80 standard
6IA-only$84M91.3A—
7IA-only—91A—
8IA-only$19.7M91A—
9
Ww Consulting
CRD 323779
IA-only—91A—
10IA-only—91A—
11
Gwa Wealth
CRD 339478
IA-only—91A—
12
Mkb Consulting
CRD 152300
IA-only—90.8A—
13IA-only—90.6A—
14IA-only—90.2A—
15IA-only$25.2M90A—
16IA-only$43.3M90A—
17IA-only$306M89.9A—
18IA-only—89.7A—
19
Kinwell
CRD 290449
IA-only$215M89.7A—
20IA-only$136M89.6A—
21IA-only$44.8M89.5A—
22IA-only$6.8M89.3A—
23
Advisor.Com
CRD 318823
IA-only$127M89.1A—
24IA-only$8.5M88.8A—
25IA-only$28.4M88.7A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.