
Find a Financial Advisor in Greenville, SC
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We did the hard work of finding trustworthy partners in Greenville, SC.
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.
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Our partners will never sell investment products they receive a commission from
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All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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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
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Financial Advisor Close to Greenville, SC
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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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
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.
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.)
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The Top Financial Advisor Firms in Greenville, SC
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
(864) 527-0600111 Millport Circle, Floor 2
Greenville, SC 29607
SEC#: 801-42913
Years in Business: 29 years
MATCH GRADE ADVISORS
(864) 250-0661400 Pettigru St
Greenville, SC 29601
SEC#: 801-114348
Years in Business: 3 years
HANOVER ADVISORS, INC
(864) 235-676055 Beattie Place
Suite 205
Greenville, SC 29601
SEC#: 801-63150
Years in Business: 17 years
WCM GLOBAL WEALTH, LLC
(864) 967-9838201 Riverplace
Suite 500
Greenville, SC 29601
SEC#: 801-117029
Years in Business: 2 years
WEALTH MANAGEMENT ADVISORS, LLC
(864) 236-47063 Legacy Park Road
Suite A
Greenville, SC 29607
SEC#: 801-79660
Years in Business: 8 years
PRIMETRUST ADVISORS LLC
(864) 552-4020101 College Street
Suite 1-B
Greenville, SC 29601
SEC#: 801-68762
Years in Business: 14 years
NOVUS ADVISORS
(864) 272-3579607 Pendleton Street
Suite 101-B
Greenville, SC 29601
SEC#: 801-78828
Years in Business: 8 years
REYNOLDS INVESTMENT MANAGEMENT INC
(864) 232-867027 Cleveland Street, Ste 202
Greenville, SC 29601
SEC#: 801-40973
Years in Business: 30 years
NORRIS FINANCIAL GROUP, LLC
(864) 235-6408605 N. Main Street
Greenville, SC 29601
SEC#: 801-112958
Years in Business: 4 years
Greenville, SC Financial Advisor FAQs
Other Nearby Financial Advisors
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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.