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Market Standing · 2026
Charleston

This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.

Current standings · top 8 of 8
1IA-only89.9A
2
Jacobs &
CRD 109133
IA-only$29.2M86.8B+
3IA-only$32.1M86.5B+
4
Vandalia Wealth
CRD 340089
IA-only$250M83.8B+
5IA-only$13M81.9B+
6IA-only$1.2B81.8B+
7IA-only$26.9M79.8B
8
Azm Financial
CRD 288455
IA-only$24.5M72.8B

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.