Top 10 advisors in Greenville

Top 10 advisors in Greenville

We’ve curated a list of the best financial advisors in Greenville, take a look at it below

Find an advisor in Greenville
  • 1. Fintrust Capital Advisors, LLC

    Assets under management

    $1,319,987,823

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

  • 2. Foster Victor Wealth Advisors

    Assets under management

    $980,735,000

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 3. Wcm Global Wealth, LLC

    Assets under management

    $401,564,118

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Video Newsletter Updates

  • 4. Wealth Management Advisors, LLC

    Assets under management

    $379,471,671

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

  • 5. Global View Investment Advisors, LLC

    Assets under management

    $368,310,676

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Educational Seminars/workshops

  • 6. Family Legacy, Inc.

    Assets under management

    $240,162,184

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Consultation

  • Not sure which one to choose?
    Use our smart matching tool

    7. Goepper Burkhardt LLC

    Assets under management

    $235,822,333

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • 8. Novus Advisors

    Assets under management

    $105,736,222

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 9. V.m. Manning & Co., Inc.

    Assets under management

    $75,720,689

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

  • Not sure which one to choose?
    Use our smart matching tool

    10. Azalea Capital

    Assets under management

    $55,855,341

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

How we came up with this list

To generate our top financial advisors list in Greenville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Get started now
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].