Find a Financial Advisor in Greenville, SC

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

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We Only Work With The Best Greenville 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, SC


  • Financial Advisor Close to Greenville, 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, 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, SC

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

  • Population: 67,737
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $309,500
  • Average Monthly Housing Cost: $1,014
  • Average Household Income: $92,204
  • 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, 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: 29 years

MATCH GRADE ADVISORS

Website

(864) 250-0661

400 Pettigru St

Greenville, SC 29601

SEC#: 801-114348
Years in Business: 3 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: 8 years

PRIMETRUST ADVISORS LLC

Website

(864) 552-4020

101 College Street
Suite 1-B
Greenville, SC 29601

SEC#: 801-68762
Years in Business: 14 years

NOVUS ADVISORS

Website

(864) 272-3579

607 Pendleton Street
Suite 101-B
Greenville, SC 29601

SEC#: 801-78828
Years in Business: 8 years

REYNOLDS INVESTMENT MANAGEMENT INC

Website

(864) 232-8670

27 Cleveland Street, Ste 202

Greenville, SC 29601

SEC#: 801-40973
Years in Business: 30 years

NORRIS FINANCIAL GROUP, LLC

Website

(864) 235-6408

605 N. Main Street

Greenville, SC 29601

SEC#: 801-112958
Years in Business: 4 years

 


Greenville, SC Financial Advisor FAQs

Greenville is a city in Greenville County, South Carolina, and the county seat. Along Interstate 85, Greenville lies roughly midway between Atlanta, Georgia, and Charlotte, North Carolina. Greenville's largest employer is Michelin Aircraft Tire Company. It is a market leader, with 150,000 people and $23.9 billion in yearly revenue. Greenville serves as the upstate's cultural and entertainment hub, with an award-winning downtown, a major performing arts center, a 17,000-seat arena, a 340,000-square-foot convention and exhibition complex, nationally recognized museum collections, and 39 parks, playgrounds, and leisure facilities. Connect with various financial advising firms in Greenville, SC, the county seat of Greenville County and holds the record as the sixth largest city in its state. Greenville is located roughly equidistant between Atlanta (145 miles southwest), and Charlotte, North Carolina (100 miles northeast). Check out the links posted below to connect with financial advisors working nearby.

A financial advisor is necessary especially for people who are working towards more robust portfolios with many different accounts or investments.

Financial advisors offer valuable advice on how you should invest your money based on what is going on with the economy and upcoming political issues that may affect your investment strategies.

Invest with someone who is certified in his/her profession, preferably by the Certified Financial Planners Board of Standards® (CFP®).

Financial advisors all have different methods for compensation. Some common options include commission-based agreements or fee-for-service type arrangements.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.