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43 leading financial services firms in South Carolina

Tamtam tracks 43 financial services firms headquartered in South Carolina. This list ranks all of them by number of employees on LinkedIn, led by Colonial Life, BlueCross BlueShield of South Carolina and Movement Mortgage. Their median headcount is 130. Half of them were founded in 2000 or later. The most common headquarters are Greenville (13), Columbia (7) and Charleston (5).

馃嚭馃嚫 South Carolina43 companiesUpdated Oct 24, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
Colonial Lifecoloniallife.com

provides workplace insurance benefits including disability, life, accident, dental, and critical illness coverage to support workers and families

Insurance 馃嚭馃嚫 Columbia 8,479 1939
2
BlueCross BlueShield of South Carolinasouthcarolinablues.com

Largest insurance company in South Carolina, leading government contract administrator, operates sophisticated data processing centers, offers health plans and employee benefits.

Insurance 馃嚭馃嚫 Columbia 6,503 1946
3
Movement Mortgagemovement.com

The company is an impact lender aiming to bring change and value to people, corporate cultures, and communities through meaningful mortgages

Financial Services 馃嚭馃嚫 Fort Mill 4,077 2008
4
Advance Americaadvanceamerica.net

A leading provider of consumer financial services, offering online lending and over 1,200 locations nationwide, focused on helping individuals achieve financial stability

Financial Services 馃嚭馃嚫 Greenville 2,756 1997
5
United Communityucbi.com

Regional bank offering consumer and commercial banking products with award-winning customer service across six southeastern U.S. states.

Banking 馃嚭馃嚫 Greenville 2,509 1950
6
The Johnson Groupthejohnsongroup.com

A diverse, privately-held group of companies specializing in real estate development, hospitality management, and auto finance, focused on delivering lasting value and superior results

Executive Offices 馃嚭馃嚫 Spartanburg 1,599 1974
7
Security Financesecurityfinance.com

Licensed personal installment loans through local branches, providing community-based financial assistance and neighborly service to individuals needing manageable credit terms and respectful support.

Financial Services 馃嚭馃嚫 Spartanburg 1,580 1955
8
Regional Finance (Regional Management Corp.)regionalfinance.com

Established in 1987, we provide personalized financial services across 19 states, emphasizing diversity, equity, and inclusion, with opportunities for growth and community involvement

Financial Services 馃嚭馃嚫 Greer 1,444 1987
9
World Financeloansbyworld.com

Providing personal loan and tax solutions to communities, emphasizing a caring approach and recognized as a top workplace in the US.

Financial Services 馃嚭馃嚫 Greenville 1,440 1962
10
United Healthcare Medicare Solutionsuhcmedicaresolutions.com

Provider of Medicare Solutions, health, life, and disability income coverage Independent agent appointed to major insurance companies, serving individuals and small groups across multiple states for 20 years

Insurance 馃嚭馃嚫 Hilton Head Island 1,109 1985
11
Shellpoint Mortgage Servicingshellpointmtg.com

Manage residential mortgage loans nationwide, collect payments, provide customer service, and deliver special servicing for credit-sensitive portfolios.

Financial Services 馃嚭馃嚫 Greenville 1,011 2014
12
American Credit Acceptanceamericancreditacceptance.com

National provider of auto finance solutions managing billions in assets, offering common-sense lending for dealer partners and affordable payments for diverse customers.

Financial Services 馃嚭馃嚫 Spartanburg 954 2007
13
AgFirst Farm Credit Bankagfirst.com

Wholesale funding, technology, and support services to local agricultural and rural lenders across 15 states and Puerto Rico.

Banking 馃嚭馃嚫 Columbia 848 1916
14
Heights Finance Corporationheightsfinance.com

A leading consumer finance company offering installment loans and related products with a focus on helping individuals in need

Financial Services 馃嚭馃嚫 Greenville 845 n/a
15
Global Lending Services LLCglsauto.com

Innovating transportation with technology and analytics to make it more accessible and affordable, creating life-changing solutions and products for customers

Financial Services 馃嚭馃嚫 Greenville 801 2011
16
Resurgent Capital Servicesresurgent.com

A company that manages and services consumer debt portfolios for credit grantors and debt buyers, operating domestically and internationally Offices in SC and OH

Financial Services 馃嚭馃嚫 Greenville 575 1998
17
Founders Federal Credit Unionfoundersfcu.com

A not-for-profit financial institution offering lifetime benefits to individuals in qualifying communities in the Carolinas, with a focus on member financial goals

Banking 馃嚭馃嚫 Lancaster 554 1950
18
First Citizens Bank and Trust Company, Inc.firstcitizens.com

Financial institution offering personal, business, commercial, and wealth services nationwide, with a focus on strength, stability, innovation, and long-term thinking

Financial Services 馃嚭馃嚫 Columbia 527 1898
19
Purpose Financialhavepurpose.com

Innovative consumer financial services company offering diverse credit products to promote financial inclusion and help customers achieve financial stability

Financial Services 馃嚭馃嚫 Greenville 458 n/a
20
REV Federal Credit Unionrevfcu.com

A not-for-profit financial institution providing innovative banking solutions to enhance members' financial well-being since 1955

Financial Services 馃嚭馃嚫 Summerville 286 1955
21
SCUcrcgroup.com

A nationwide insurance placement company offering a full range of services and access to top carriers for various coverage classes

Insurance 馃嚭馃嚫 Sumter 266 1976
22
Apollon Wealth Management, LLCapollonwealthmanagement.com

A client-focused, fee-based wealth management firm offering unbiased financial advice and access to a team of experts for long-lasting relationships

Financial Services 馃嚭馃嚫 Mount Pleasant 130 2018
23
Progress Bankucbi.com

A bank focused on fostering community connections and financial well-being for its customers

Banking 馃嚭馃嚫 Greenville 67 2008
24
Palmetto Senior Benefitspalmettoseniorbenefit.com

A national independent marketing firm specializing in insurance and retirement planning for American social security recipients and people of all ages, emphasizing career advancement

Financial Services 馃嚭馃嚫 Greenville 38 2006
25
FinTrust Capital Advisors, LLCfintrustadvisors.com

A company focused on delivering financial peace of mind through knowledgeable, enthusiastic, and transparent advisory services, with a commitment to growth and stewardship

Financial Services 馃嚭馃嚫 Greenville 37 2008
26
KSA Insuranceksa-insurance.com

This company offers a range of personal and commercial insurance services, including property, liability, health, life, and employee benefits coverage

Insurance 馃嚭馃嚫 Charleston 35 2010
27
ambwealthambwealth.com

A firm dedicated to managing and preserving family wealth, solving corporate challenges, providing uncompromised advice, and offering world-class solutions

Financial Services 馃嚭馃嚫 Charleston 30 2000
28
PermCappermcap.com

An Outsourced Chief Investment Officer and Multi-Family Office serving endowments, foundations, faith-based institutions, and high-net-worth families since 2011, with $45B in assets managed

Financial Services 馃嚭馃嚫 Charleston 21 2011
29
Ivy Asset Groupivyassetgroup.com

Alternative credit manager providing financing solutions to lower-middle market businesses through Private Credit funds, investing in companies with EBITDA up to $35 million Deployed over $12 billion since 2009

Investment Management 馃嚭馃嚫 Charleston 20 2009
30
Ai Insurance Servicesaiinsure.com

A nationwide independent insurance and financial services company, with multilingual experts, offering various policies from different insurance companies at competitive prices

Insurance Agencies and Brokerages 馃嚭馃嚫 North Charleston 19 2008
31
Southern Insurance Group LLCsoutherninsured.com

A team of insurance professionals dedicated to providing customized insurance solutions and exceptional customer service by putting clients' interests first

Insurance 馃嚭馃嚫 Greenville 19 2020
32
Ballentine Capital Advisorsballentinecapital.com

A financial advisory firm specializing in comprehensive wealth management for individuals and businesses, minimizing taxation and maximizing wealth through strategic partnerships

Financial Services 馃嚭馃嚫 Greenville 17 n/a
33
Cummings Wealth Management Groupcummingswealth.com

Financial services company specializing in individual wealth management, retirement planning, and employee benefits Offers comprehensive planning and coordination with outside advisors

Financial Services 馃嚭馃嚫 Mount Pleasant 15 1990
34
Palmetto Consulting of Columbia, LLCpalmettoconsulting.us

The company assists in forming new insurance companies by assembling expert teams, guiding the selection of domiciles, and overseeing operations for collective success

Insurance 馃嚭馃嚫 Columbia 15 1998
35
Warren Capital Groupwarcap.com

A wealth management firm offering investment portfolio construction, lending services, tax preparation, and estate planning to individuals and institutions nationwide

Financial Services 馃嚭馃嚫 Charleston 14 2005
36
Station 31 Partnersstation31partners.com

An alternative asset manager headquartered in Charleston, SC, with offices in Tysons Corner, VA, and New York City

Investment Management 馃嚭馃嚫 Mount Pleasant 14 2010
37
Select investimentos

The company is committed to helping clients achieve financial success through intelligent and secure investments, offering quality information and products

Financial Services 馃嚭馃嚫 Florian贸polis 14 n/a
38
Atlantic Shield Insurance Groupatlanticshield.com

A full-service property and casualty brokerage partnered with a top 10 global insurance brokerage, offering innovative technology and diverse financial services solutions

Insurance 馃嚭馃嚫 Mt. Pleasant 13 2004
39
Burkett Financial Services, LLCburkettfs.com

Comprehensive financial and investment management services for affluent clients, focusing on planning, investing, estate, tax, and retirement, with a team approach and client-centric philosophy

Financial Services 馃嚭馃嚫 West Columbia 10 2000
40
The McDaniel Corporation: The Retirement Planning Specialistsmcdanielcorp.com

Professional financial services company with experienced staff offering tools and insight to help clients achieve their financial goals and feel secure in their investments

Financial Services 馃嚭馃嚫 Columbia 9 n/a
41
EFinancial Advisorsefinancialone.com

Asset and wealth management firm based in Columbia, SC specializing in financial advising and managing investments for individuals and organizations

Investment Management 馃嚭馃嚫 Columbia 4 n/a
42
Coastal Banking Company, Inc.ffbf.com

Financial institution offering consumer and business banking services, residential mortgage lending, and Small Business Administration loans through multiple locations across Southeastern United States

Banking 馃嚭馃嚫 Beaufort 2 1999
43
Prudeo Partnersprudeo.com

A financial services firm partnering with clients to implement strategies and work towards their financial goals, offering investment advice and securities

Financial Services 馃嚭馃嚫 West Columbia 2 n/a

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How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 24, 2026.

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