#1Hms Financial Services, LLC
HMS FINANCIAL SERVICES, LLC
Serves this area from Forest Acres, SC (34 mi)
Retirement Plan Advisors in Sumter County, SC
The top-ranked retirement plan advisors serving Sumter County, SC are Hms Financial Services, LLC, Beers Kight Financial Advisors, LLC and Yon Drake & Associates Inc. We list 6 retirement plan advisors serving Sumter County, SC. 6 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 Sumter County, SC. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Sumter County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Hms Financial Services, LLC | SEC-registered investment adviser (CRD)#131569 | Forest Acres, SC (34 mi) | (803) 790-6113 |
| 2 | Beers Kight Financial Advisors, LLC | SEC-registered investment adviser (CRD)#160286 | Forest Acres, SC (36 mi) | (803) 787-0003 |
| 3 | Yon Drake & Associates Inc | SEC-registered investment adviser (CRD)#111491 | Columbia, SC (38 mi) | (803) 256-1212 |
| 4 | Hobbs Group Advisors LLC | SEC-registered investment adviser (CRD)#157274 | Columbia, SC (38 mi) | (803) 540-3034 |
| 5 | Websterrogers Financial Advisors, LLC | SEC-registered investment adviser (CRD)#121006 | Florence, SC (38 mi) | (843) 665-6321 |
| 6 | Southstate Private Capital Management LLC | SEC-registered investment adviser (CRD)#165306 | Columbia, SC (38 mi) | (803) 231-3492 |
#2Beers Kight Financial Advisors, LLC
BEERS KIGHT FINANCIAL ADVISORS, LLCServes this area from Forest Acres, SC (36 mi)#3Yon Drake & Associates Inc
YON DRAKE & ASSOCIATES INCServes this area from Columbia, SC (38 mi)#4Hobbs Group Advisors LLC
HOBBS GROUP ADVISORS LLCServes this area from Columbia, SC (38 mi)#5Websterrogers Financial Advisors, LLC
WEBSTERROGERS FINANCIAL ADVISORS, LLCServes this area from Florence, SC (38 mi)#6Southstate Private Capital Management LLC
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCServes this area from Columbia, SC (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Sumter County?
We list 6 retirement plan advisors serving Sumter County, SC: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Sumter County?
The top-ranked retirement plan advisors serving Sumter County, SC are Hms Financial Services, LLC, Beers Kight Financial Advisors, LLC, Yon Drake & Associates Inc, Hobbs Group Advisors LLC and Websterrogers Financial Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sumter County are verified against official records?
6 of the top 6 match an active official record: Hms Financial Services, LLC (U.S. Securities and Exchange Commission), Beers Kight Financial Advisors, LLC (U.S. Securities and Exchange Commission), Yon Drake & Associates Inc (U.S. Securities and Exchange Commission), Hobbs Group Advisors LLC (U.S. Securities and Exchange Commission) and Websterrogers Financial Advisors, LLC (U.S. Securities and Exchange Commission), and 1 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 .
Cities in Sumter County
Communities served
Dalzell, Lakewood, Cherryvale, South Sumter, Privateer, Stateburg, Wedgefield, Cane Savannah, East Sumter, Oakland, Mayesville, Mulberry, Pinewood, Rembert, Shiloh, Oswego