Find a Financial Advisor in Greenville County, SC

 

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We did the hard work of finding trustworthy partners in Greenville County, SC.

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We Only Work With The Best Greenville County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Greenville County, SC


  • Financial Advisor Close to Greenville County, SC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Greenville County, SC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Greenville County, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Greenville County financial advisors.
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How Retirement-Friendly is Greenville County, SC?

  • Population: 507,003
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $195,500
  • Average Monthly Housing Cost: $938
  • Average Household Income: $82,940
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)



The Top Financial Advisor Firms in Greenville County, SC

 

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Website

(864) 527-0600

111 Millport Circle, Floor 2

Greenville, SC 29607

SEC#: 801-42913
Years in Business: 28 years

MATCH GRADE ADVISORS

Website

(864) 250-0661

400 Pettigru St

Greenville, SC 29601

SEC#: 801-114348
Years in Business: 2 years

HANOVER ADVISORS, INC

Website

(864) 235-6760

55 Beattie Place
Suite 205
Greenville, SC 29601

SEC#: 801-63150
Years in Business: 17 years

WCM GLOBAL WEALTH, LLC

Website

(864) 967-9838

201 Riverplace
Suite 500
Greenville, SC 29601

SEC#: 801-117029
Years in Business: 2 years

WEALTH MANAGEMENT ADVISORS, LLC

Website

(864) 236-4706

3 Legacy Park Road
Suite A
Greenville, SC 29607

SEC#: 801-79660
Years in Business: 7 years

PRIMETRUST ADVISORS LLC

Website

(864) 552-4020

101 College Street
Suite 1-B
Greenville, SC 29601

SEC#: 801-68762
Years in Business: 13 years

NOVUS ADVISORS

Website

(864) 272-3579

607 Pendleton Street
Suite 101-B
Greenville, SC 29601

SEC#: 801-78828
Years in Business: 7 years

REYNOLDS INVESTMENT MANAGEMENT INC

Website

(864) 232-8670

27 Cleveland Street, Ste 202

Greenville, SC 29601

SEC#: 801-40973
Years in Business: 29 years

NORRIS FINANCIAL GROUP, LLC

Website

(864) 235-6408

605 N. Main Street

Greenville, SC 29601

SEC#: 801-112958
Years in Business: 3 years

 


Greenville County, SC Financial Advisor FAQs

Ask about certifications and licenses and work history. An advisor needs to be someone with whom you feel an emotional connection, someone you find trustworthy.
Yes. A qualified professional can mitigate risk by designing an appropriate retirement plan tailored to your needs within ones budget constraints without sacrificing what some believe are essential things like real estate or other assets.
Financial advisors are professionals who work with individuals to help them plan for the future by assessing their current situation, circumstances, and objectives.
Choose a financial advisor that has an investment mindset. Financial advisers are able to provide comprehensive advice on saving, investing, insurance and retirement in order to help you reach your goals. Your adviser should be willing to answer any questions or concerns that you have about these topics in detail in the initial meeting.