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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Greenville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Greenville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Greenville?

Looking for a qualified financial advisor in Greenville? We can help you by narrowing down your options & listing the best financial advisors in Greenville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Greenville near you with the list of certified and vetted Greenville financial advisors.

List of Qualified Financial Advisors in Greenville, South Carolina

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Adam Wiles

Global View, LLC

420 E Park Ave, Suite 303
Suite 303

Greenville, SC 29601

864-272-0818

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Bland Burkhardt

Goepper Burkhardt

531 South Main Street
Suite 303

Greenville, SC 29601

864-370-3244

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Roy Janse

Goldfinch Wealth Management

325 Rocky Slope Road, Suite 302

Greenville, SC 29607

864-375-4700

List of Additional Financial Advisors in Greenville, South Carolina*

* Additional advisor listing is provided in partnership with Yext

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H.J. Fleming Jr. - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7262

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ASE Financial Advisory Group

9 Buena Vista Way
Suite B

Greenville, SC 29615
864-254-0032

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Gerald Ray Johnson - Ameriprise Financial Services, LLC

880 S Pleasantburg Dr
Ste 1C

Greenville, SC 29607
864-370-9222

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Woodside 11

11 Century Drive
Suite 1000

Greenville, SC 29607
843-421-5067

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The Mills

1000 Oak Springs Dr

Greenville, SC 29615
864-213-1067

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Fitzgerald & Associates

880 S. Pleasantburg Drive
3D

Greenville, SC 29607
864-298-0010

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Lawton Smith - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
864-370-7276

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Walter Kivett - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7279

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Global View Investment Advisors

420 East Park Avenue
Suite 303

Greenville, SC 29601
864-272-0818

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Wyatt Brothers Financial, LLC

935 S. Main Street
Suite 400

Greenville, SC 29601
864-678-7041

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New York Life: Michael T. Bostick

14 Airport Rd

Greenville, SC 29607
864-346-2550

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Newton Group - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-241-8560

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Stifel | Faust Wealth Management Group

10 Patewood
Suite 425

Greenville, SC 29615
864-679-6900

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Jennings Cook Financial Services

1212 Haywood Road
Suite 500

Greenville, SC 29615
864-297-4700

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Kenneth Langford - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
864-270-3285

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BFG Advisors

702 East Washington Street

Greenville, SC 29601
864-921-7444

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Lee Bugay - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
864-292-3770

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The Sorensen Moore Group - UBS Financial Services Inc.

Poinsett Plaza
17 West Mcbee Ave

Greenville, SC 29601
864-241-8501

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Aaron Gullion - Mortgage Lender

33 Market Point Drive

Greenville, SC 29607
813-992-8055

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Jeff Froman - Ameriprise Financial Services, LLC

3441 Pelham Rd
Ste 102

Greenville, SC 29615
864-451-7890

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West End Financial Strategies LLC

935 S. Main Street
Suite 400

Greenville, SC 29601
864-678-7004

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Van Matthews - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
864-292-3770

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NorthEnd Private Wealth

300 North Main Street
Suite 203

Greenville, SC 29601
864-686-5355

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Mike Thompson - Ameriprise Financial Services, LLC

3441 Pelham Rd
Ste 102

Greenville, SC 29615
864-451-7890

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Jim Barnes - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
864-370-7027

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Kevin Barnes - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7259

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Jim Bennett - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
864-239-0393

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Christopher J. Newton, CFP - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-241-8570

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Morgan Stanley Financial Advisors

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7240

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Azimuth Wealth Advisory of Raymond James

101 Falls Park Dr
600

Greenville, SC 29601
864-255-4548

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The Fleming Kivett Group - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7279

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The Peden Group - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7276

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TruNorth Advisors, LLC

12 Parkway Commons Way

Greenville, SC 29650
864-882-9859

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Frank Sutherland - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7257

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Christopher John Newton II, CFP - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-241-8560

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First Command Financial Advisor - Benn Stocum

33 Market Point Drive

Greenville, SC 29607
864-335-9600

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Larkin Watson - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
864-292-3770

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The Gallivan Group - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-370-4920

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The Assurance Group

80 International Drive Patewood V
Suite 100

Greenville, SC 29615
864-630-2559

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Jeffrey S. Allen, CFP, CTFA - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-241-8569

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Giovanni Luccia - Ameriprise Financial Services, Inc.

3441 Pelham Rd
Ste 103

Greenville, SC 29615
864-770-0442

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Michael Ross White - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7255

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The CKS Group - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7265

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Cotton Clarke III - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7265

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Taylor Cox - TD Wealth Financial Advisor

102 S Main Street

Greenville, SC 29601
864-434-2489

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Edward Jones - Financial Advisor: Zachary Haddan

800 E Washington Street
Suite E

Greenville, SC 29601
864-232-6713

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Edward Jones - Financial Advisor: Chris Hall

3453 Pelham Rd
Ste 201

Greenville, SC 29615
864-248-0385

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Edward Jones - Financial Advisor: Kay Carter, CRPC®

1904 Roper Mountain Rd
Suite D

Greenville, SC 29615
864-283-0589

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Edward Jones - Financial Advisor: Tom Rose

5000 Old Buncombe Road
Suite 48 University Square

Greenville, SC 29617
864-246-1916

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Edward Jones - Financial Advisor: Walker Riley, AAMS"

340 Rocky Slope Rd
Ste 200

Greenville, SC 29607
864-987-5009

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Edward Jones - Financial Advisor: Joe Palmer

2078 Woodruff Rd
Suite C

Greenville, SC 29607
864-520-0573

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William Smith - TD Wealth Relationship Manager

102 S Main Street

Greenville, SC 29601
828-808-9393

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Shane George - TD Wealth Financial Advisor

1450 Wade Hampton Boulevard

Greenville, SC 29609
864-256-7470

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Edward Jones - Financial Advisor: Liston T Gainey

3835 E North Street
#B

Greenville, SC 29615
864-244-8117

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Edward Jones - Financial Advisor: David Rich

109 Laurens Rd
Bldg 3 Ste 100

Greenville, SC 29607
864-288-5779

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Allstate Personal Financial Representative: Bill McKinney

2327 N Pleasantburg Dr
Ste B

Greenville, SC 29609
864-506-5084

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Edward Jones - Financial Advisor: Paul M Valentine

340 Rocky Slope Rd
Ste 200

Greenville, SC 29607
864-987-5009

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Edward Jones - Financial Advisor: David I Flint, CFP®

115 Pelham Road
Suite 5

Greenville, SC 29615
864-282-2549

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Shane George - TD Wealth Financial Advisor

1216 Woodruff Road

Greenville, SC 29607
864-256-7470

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Edward Jones - Financial Advisor: Bob Anderson Jr

355 Woodruff Road
Suite 103

Greenville, SC 29607
864-232-5880

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Edward Jones - Financial Advisor: Judith Brown

1615 Wade Hampton Blvd
Suite B

Greenville, SC 29609
864-268-2151

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Edward Jones - Financial Advisor: Adam Sloan

4115 East North St
Suite 102

Greenville, SC 29615
864-268-6616

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Edward Jones - Financial Advisor: Mark B Allen

109 Laurens Rd
Bldg 3 Ste 100

Greenville, SC 29607
864-288-5779

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Edward Jones - Financial Advisor: Kevin M Willmot

55 Beattie Place
Suite 1020

Greenville, SC 29601
864-232-3909

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Edward Jones - Financial Advisor: Kerry W Crum, CFP®|AAMS"

1616 Woodruff Road
Suite C

Greenville, SC 29607
864-289-0980

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Edward Jones - Financial Advisor: Jacob S Dunn

355 Woodruff Road
Suite 103

Greenville, SC 29607
864-232-5880

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Edward Jones - Financial Advisor: Corey E Phillips, AAMS"

330 Pelham Rd
Suite 100-B

Greenville, SC 29615
864-284-9981

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Edward Jones - Financial Advisor: Brian Bridges

3835 E North Street
#B

Greenville, SC 29615
864-244-8117

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Edward Jones - Financial Advisor: Stanley Worrell Jr

1011 Grove Rd
Suite A1

Greenville, SC 29605
864-234-7511

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Edward Jones - Financial Advisor: Alan Hicks

400 E McBee Ave
Suite 112

Greenville, SC 29601
864-241-2098

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Edward Jones - Financial Advisor: Scott A Grand

152 Milestone Way
Suite A

Greenville, SC 29615
864-286-1104

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Edward Jones - Financial Advisor: Jensen Seear, CFP®

30 Patewood Dr
Bldg 1 Ste 135

Greenville, SC 29615
864-990-5501

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Edward Jones - Financial Advisor: Sam Woods

400 E McBee Ave
Suite 112

Greenville, SC 29601
864-241-2098

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First Command Financial Advisor - Brandon Vincent

33 Market Point Drive

Greenville, SC 29607
864-335-9600

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Edward Jones - Financial Advisor: Marcus S Laughter

651 S Main St
Suite C

Greenville, SC 29601
864-232-5415

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Edward Jones - Financial Advisor: Julie A Ramsay

2603 N Pleasantburg Dr
Ste C

Greenville, SC 29609
864-322-8955

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Edward Jones - Financial Advisor: Stephen A Moss

7 Henderson Road

Greenville, SC 29607
864-233-1103

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Common Sense Retirement Planning

158 Milestone Way

Greenville, SC 29615
800-687-6768

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Edward Jones - Financial Advisor: Dan Egerdahl, AAMS"

27 S Pleasantburg Dr
Suite 50

Greenville, SC 29607
864-255-5014

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Taylor Cox - TD Wealth Financial Advisor

2303 Augusta Street

Greenville, SC 29605
864-434-2489

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Amy Velsh-Mortgage Advisor

941-320-5058

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William Smith - TD Wealth Relationship Manager

2303 Augusta Street

Greenville, SC 29605
828-808-9393

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Edward Jones - Financial Advisor: Brian E Glenney, AAMS"|CRPC®

870 Cleveland Street
Suite 1 F

Greenville, SC 29601
864-282-0013

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Edward Jones - Financial Advisor: Dustin Shirah, AAMS"

198 Roper Mountain Rd Extn
Suite A

Greenville, SC 29615
864-234-7840

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Fifth Third Private Bank - Todd Ripley

31 South Main Street

Greenville, SC 29601
864-558-2508

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Brent Foster

325 West McBee Avenue

Greenville, SC 29601
864-240-5896

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Fifth Third Private Bank - James Jones

31 South Main St

Greenville, SC 29601
864-558-2483

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Mark Eley

325 West McBee Avenue

Greenville, SC 29601
864-255-3714

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Fifth Third Private Bank - Gency Kirk

31 South Main Street

Greenville, SC 29601
864-558-2505

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Erin B. McCaskill

325 West McBee Avenue

Greenville, SC 29601
864-240-5867

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Peden Ford - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7263

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Rick Phillips - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7252

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Johnny Peden - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7276

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David N Rice - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7241

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Clay Koch - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7269

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Fifth Third Private Bank - Richard Crumpler

31 South Main Street

Greenville, SC 29601
864-558-2504

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Grady E Wyatt - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7256

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Robert Sharpe Jr. - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7278

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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