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Find The Best Financial Advisors in Greenville, South Carolina
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Greenville, South Carolina
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Greenville, South Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 17 non-vetted financial advisors in Greenville, South Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Greenville, South Carolina have an average of 27 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Greenville, South Carolina
864-272-0818
Top Financial Advisor Firms in Greenville, South Carolina (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| FOSTER VICTOR WEALTH ADVISORS 10 Toy Street, Suite 200 Greenville, SC, 29601 | 283656 | $2,014,684,499 | 5502 | A percentage of AUM, Fixed fees |
| THE FIDUCIARY ALLIANCE 511 Rhett Street, Suite 2a, Greenville, SC, 29601 | 284924 | $1,227,969,964 | 16591 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| GLOBAL VIEW INVESTMENT ADVISORS, LLC 420 East Park Ave, Suite 303 Greenville, SC, 29601 | 145499 | $480,406,858 | 1733 | A percentage of AUM, Hourly charges |
| WEALTH MANAGEMENT ADVISORS, LLC 3 Legacy Park Road, Suite A Greenville, SC, 29607 | 171260 | $465,312,217 | 1380 | A percentage of AUM, Hourly charges, Fixed fees |
| PRIMETRUST ADVISORS LLC 101 College Street, Suite 1-B Greenville, SC, 29601 | 141625 | $394,467,825 | 58 | A percentage of AUM, Hourly charges, Fixed fees |
| HARDIN CAPITAL PARTNERS, LLC 1207 E. Washington Street, Greenville, SC, 29601 | 153023 | $372,701,379 | 1212 | A percentage of AUM, Hourly charges |
| FAMILY LEGACY, INC. 900 Pendleton Street, Suite 200 Greenville, SC, 29601 | 110945 | $331,819,011 | 623 | A percentage of AUM, Fixed fees |
| GOEPPER BURKHARDT LLC 531 South Main Street, Suite 303 Greenville, SC, 29601 | 127896 | $325,688,139 | 660 | A percentage of AUM, Hourly charges |
| DISCIPLINE WEALTH SOLUTIONS, INC. 15 Halton Green Way, Greenville, SC, 29607 | 315846 | $316,318,696 | 2750 | A percentage of AUM, Fixed fees |
| MATCH GRADE ADVISORS 400 Pettigru St, Greenville, SC, 29601 | 299181 | $279,260,383 | 244 | A percentage of AUM, Fixed fees |
| BALLENTINE CAPITAL ADVISORS, INC. 15 Halton Green Way, Greenville, SC, 29607 | 140913 | $262,273,904 | 1267 | A percentage of AUM, Hourly charges, Fixed fees |
| WCM GLOBAL WEALTH, LLC 201 Riverplace, Suite 500 Greenville, SC, 29601 | 156594 | $245,407,588 | 302 | A percentage of AUM, Fixed fees, Performance Based |
| NOVUS ADVISORS 607 Pendleton Street, Suite 101-B Greenville, SC, 29601 | 157908 | $202,942,595 | 617 | A percentage of AUM |
| NORRIS FINANCIAL GROUP, LLC 605 N. Main Street, Greenville, SC, 29601 | 129422 | $195,637,746 | 747 | A percentage of AUM, Hourly charges, Fixed fees |
| CORNERSTONE ALTERNATIVES 132 Keowee Ave, Greenville, SC, 29605 | 330043 | $181,359,121 | 430 | A percentage of AUM, Hourly charges |
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