Top financial advisors in Greenville, NC
We've curated a list of the best financial advisors in Greenville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $262,711,619 Number of advisors 4 advisors | |||
| 2 | Assets under management $141,871,768 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Greenville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
H. L. Ormond & Company, LLC
H. L. Ormond & Company, LLC, established in July 2010 and registered as an investment advisor in April 2021, offers personalized investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm's investment philosophy is based on "Herb’s Three Rules of Equity Investing": owning quality, being diversified, and investing in patience. H. L. Ormond & Company primarily constructs long-term, diversified portfolios with a bias towards equity investments. Clients can choose from various service models, including the HLO Direct Platform, AMS Managed Programs, and the Outside Manager Platform (OSM). The firm manages over $359 million in client assets as of December 31, 2024, with advisory fees ranging from 0.75% to 1.75% annually. Clients may also engage in fee-based qualified retirement plan services, with fees ranging from 0.20% to 0.50%. H. L. Ormond & Company does not charge performance-based fees and does not accept or maintain custody of client accounts. The firm emphasizes transparency, ethical practices, and client education, encouraging clients to be actively involved in the investment process. Clients have the opportunity to place reasonable restrictions on their investments, and the firm provides ongoing monitoring and reviews of client accounts to ensure alignment with investment goals and objectives.
$262,711,619 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Milestone Wealth
Milestone Wealth is a financial advisory firm based in Greenville, North Carolina. It currently has approximately $141,871,768 of assets under management and employs about 4 people. Milestone Wealth uses a fee structure of a percentage of assets under your management, fixed fees and percentage of assets managed by sub-advisers.
$141,871,768 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Financial Consulting; Asset Monitoring For Assets Managed By Sub-advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Greenville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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