#1Keen Capital, Ltd
KEEN CAPITAL, LTD
Serves this area from Chapin, SC (17 mi)
Retirement Plan Advisors in Newberry County, SC
The top-ranked retirement plan advisors serving Newberry County, SC are Keen Capital, Ltd, Greenwood Capital Associates, LLC and Southstate Private Capital Management LLC. We list 7 retirement plan advisors serving Newberry County, SC. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Newberry County, SC. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Newberry County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Keen Capital, Ltd | SEC-registered investment adviser (CRD)#145023 | Chapin, SC (17 mi) | (803) 941-4444 |
| 2 | Greenwood Capital Associates, LLC | SEC-registered investment adviser (CRD)#115015 | Greenwood, SC (33 mi) | (864) 941-4049 |
| 3 | Southstate Private Capital Management LLC | SEC-registered investment adviser (CRD)#165306 | Columbia, SC (38 mi) | (803) 231-3492 |
| 4 | Hobbs Group Advisors LLC | SEC-registered investment adviser (CRD)#157274 | Columbia, SC (38 mi) | (803) 540-3034 |
| 5 | Yon Drake & Associates Inc | SEC-registered investment adviser (CRD)#111491 | Columbia, SC (38 mi) | (803) 256-1212 |
| 6 | Beers Kight Financial Advisors, LLC | SEC-registered investment adviser (CRD)#160286 | Forest Acres, SC (40 mi) | (803) 787-0003 |
| 7 | Hms Financial Services, LLC | SEC-registered investment adviser (CRD)#131569 | Forest Acres, SC (41 mi) | (803) 790-6113 |
#2Greenwood Capital Associates, LLC
GREENWOOD CAPITAL ASSOCIATES, LLCServes this area from Greenwood, SC (33 mi)#3Southstate Private Capital Management LLC
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCServes this area from Columbia, SC (38 mi)#4Hobbs Group Advisors LLC
HOBBS GROUP ADVISORS LLCServes this area from Columbia, SC (38 mi)#5Yon Drake & Associates Inc
YON DRAKE & ASSOCIATES INCServes this area from Columbia, SC (38 mi)#6Beers Kight Financial Advisors, LLC
BEERS KIGHT FINANCIAL ADVISORS, LLCServes this area from Forest Acres, SC (40 mi)#7Hms Financial Services, LLC
HMS FINANCIAL SERVICES, LLCServes this area from Forest Acres, SC (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Newberry County?
We list 7 retirement plan advisors serving Newberry County, SC: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Newberry County?
The top-ranked retirement plan advisors serving Newberry County, SC are Keen Capital, Ltd, Greenwood Capital Associates, LLC, Southstate Private Capital Management LLC, Hobbs Group Advisors LLC and Yon Drake & Associates Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Newberry County are verified against official records?
7 of the top 7 match an active official record: Keen Capital, Ltd (U.S. Securities and Exchange Commission), Greenwood Capital Associates, LLC (U.S. Securities and Exchange Commission), Southstate Private Capital Management LLC (U.S. Securities and Exchange Commission), Hobbs Group Advisors LLC (U.S. Securities and Exchange Commission) and Yon Drake & Associates Inc (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Newberry, Whitmire, Prosperity, Helena, Little Mountain, Silverstreet, Pomaria, Peak