Top 10 financial advisors in Greenville, SC
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 $1,319,987,823 Number of advisors 44 advisors | |||
| 2 | Assets under management $980,735,000 Number of advisors 30 advisors | |||
| 3 | Assets under management $401,564,118 Number of advisors 11 advisors | |||
| 4 | Assets under management $379,471,671 Number of advisors 8 advisors | |||
| 5 | Assets under management $368,310,676 Number of advisors 8 advisors | |||
| 6 | Assets under management $240,162,184 Number of advisors 10 advisors | |||
| 7 | Assets under management $235,822,333 Number of advisors 4 advisors | |||
| 8 | Assets under management $105,736,222 Number of advisors 7 advisors | |||
| 9 | Assets under management $75,720,689 Number of advisors 4 advisors | |||
| 10 | Assets under management $12,349,621 Number of advisors 3 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.
Fintrust Capital Advisors, LLC
Fintrust Capital Advisors, LLC is a financial advisory firm based in Greenville, South Carolina. It currently has approximately $1,319,987,823 of assets under management and employs about 44 people. Fintrust Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,319,987,823 under management
44 advisors
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
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors, LLC, a registered investment adviser established in 2016, offers financial planning, consulting, and investment management services. The firm manages assets totaling $1,243,196,000, with $980,735,000 under discretionary management. Clients have control over decisions and are not obligated to act on recommendations. Investment portfolios are diversified across various asset classes based on client goals and risk tolerance. The firm primarily allocates assets among mutual funds, ETFs, and individual securities. Clients may also invest in privately placed securities. Foster Victor Wealth Advisors charges fees based on assets under management, with rates varying depending on the investment type. The firm may recommend clients maintain accounts at Schwab for custody and brokerage services. Clients receive regular account reviews and statements, and the firm may exercise investment discretion and vote proxies on behalf of clients. The firm has not been involved in any material legal or disciplinary events. Clients are encouraged to review the firm's Proxy Voting Policies and Procedures for information on voting client securities. Foster Victor Wealth Advisors does not require a minimum portfolio value but has specific requirements for managing certain accounts. The firm does not disclose financial information as it meets all regulatory requirements. For more details, visit www.fostervictor.com.
$980,735,000 under management
30 advisors
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)
Wcm Global Wealth, LLC
Taverik Capital, LLC, formerly known as WCM Global Wealth, LLC, was established in February 2011 and is based in Greenville, South Carolina. The firm specializes in providing discretionary investment supervisory services and financial planning to sophisticated investors and institutional clients, managing assets through separately managed accounts and pooled investment vehicles. As of December 31, 2024, Taverik Capital had $106,831,968 in client assets under management, with $99,680,165 managed on a discretionary basis and $7,151,803 on a non-discretionary basis. The firm charges an annual management fee based on a tiered schedule, ranging from 2.00% to 1.00%, with negotiable fees at the discretion of the advisor. Additionally, Taverik Capital may charge performance-based fees of 20% for clients meeting specific criteria. The firm may engage in various investment strategies, including buy and hold, equity, fundamental value, growth, hedging, leverage, relative value, and short selling. Taverik Capital acts as a fiduciary and provides investment discretion to clients, with periodic reviews of client accounts conducted by the manager or designee. The firm may participate in soft-dollar arrangements for research and brokerage services and may engage in cross transactions and principal transactions with client consent. Taverik Capital generally does not vote proxies for separately managed accounts but does so for clients that are Funds, ensuring compliance with proxy voting policies and procedures. The firm has no financial conditions impairing its ability to fulfill commitments to clients and does not solicit prepayment of fees exceeding $1,200 six months in advance.
$401,564,118 under management
11 advisors
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
Wealth Management Advisors, LLC
Wealth Management Advisors, LLC, also known as Wagner Wealth Management, was established in 2014 and offers financial planning, portfolio management, retirement plan advice, and general consulting services. The firm works with individuals, trusts, businesses, and corporations, providing services such as direct management of client portfolios, a wrap fee program, financial planning, third party money manager accounts, and retirement planning for 3(31) and 3(38) plans. Clients can impose reasonable restrictions on their accounts, and the firm's investment strategy is primarily long-term focused. WMA does not have performance-based fees or side-by-side management. The firm serves various types of clients, with a minimum portfolio value of $250,000 for conventional investment advisory services. WMA has a detailed privacy policy in place to protect clients' nonpublic personal information and maintains confidentiality. Clients receive quarterly account statements from the qualified custodian, and the firm does not generally vote proxies related to securities held in client accounts. WMA does not disclose nonpublic personal information to non-affiliated third parties, except as permitted by law, and has safeguards in place to protect client information.
$379,471,671 under management
8 advisors
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
Global View Investment Advisors, LLC
Global View Investment Advisors, LLC, established in 2008, offers wealth management and consultation services to institutional and individual clients on a discretionary and non-discretionary basis. The firm's services include asset allocation review, mutual fund selection, retirement plan consulting, and more. Client investment objectives are determined based on risk tolerance and financial goals. Global View may utilize third-party money managers with full investment discretion. The firm's total assets managed as of December 31, 2024, were $466,062,859. For wealth management services, Global View charges a fee based on assets under management, not to exceed 2.0%, billed quarterly. The firm does not charge performance-based fees or engage in side-by-side management. Global View serves various types of clients, including individuals, families, and businesses, without a strict minimum account size requirement. The firm uses fundamental and technical analysis, employing an investment strategy focused on Margin of Safety investing. The firm's team includes Certified Financial Planners and experienced professionals dedicated to providing personalized financial planning services. Global View operates with a fiduciary duty, acting in the best interests of clients. The firm's fee structure, investment strategies, and disciplinary information are transparently disclosed in compliance with SEC regulations.
$368,310,676 under management
8 advisors
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
Family Legacy, Inc.
Family Legacy, Inc. is a financial advisory firm established in May 1995 and owned by Christopher A. Brown, a Certified Public Accountant and Personal Financial Specialist. The firm offers portfolio management and financial planning services, primarily managing advisory accounts on a discretionary basis. Clients include individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Family Legacy, Inc. provides individually managed accounts with a conservative investment philosophy, emphasizing high-quality stocks and other securities. Additionally, the firm offers asset allocation portfolios using mutual funds and ETFs for diversification. The minimum account size for individually managed accounts is typically $250,000, but negotiable under certain circumstances. Fees are charged based on a fixed fee schedule, with annual fees ranging from 0.75% to 1.50% depending on the account size. Family Legacy, Inc. acts as a fiduciary, obligated to act in the best interest of clients, and does not charge performance-based fees. The firm also provides retirement plan services, financial planning, and trustee services. Clients have the option to engage related entities for tax, accounting, and insurance services, but are not obligated to do so. Family Legacy, Inc. exercises investment discretion based on client objectives and risk tolerance, with periodic client communication and account reviews. The firm does not compensate others for client referrals and does not act as a custodian for client funds.
$240,162,184 under management
10 advisors
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
Goepper Burkhardt LLC
Goepper Burkhardt LLC, established in 2003, is a Registered Investment Adviser specializing in retirement wealth management. Operating as a fee-only fiduciary, the firm offers portfolio management and retirement planning services primarily for individuals and families. With assets under management totaling $325,688,140, the firm's compensation is solely from fees paid directly by clients, with a tiered fee schedule ranging from 0.95% to 0.25% based on assets under management. Clients have discretion over implementation decisions and can impose restrictions on investments. The firm's investment strategies include strategic asset allocation and fundamental analysis, utilizing sources like Morningstar and SEC filings. GB emphasizes portfolio diversification and offers active or passive approaches based on client objectives. The firm's three officers/advisors have extensive financial backgrounds and hold certifications such as CFP®, CPA, CFA®, and PFS. GB's business practices adhere to a Code of Ethics, ensuring client interests are prioritized. GB does not charge performance-based fees, manages client accounts with discretion, and provides services to retirement-minded individuals, foundations, trusts, and estates. The firm requires a minimum account size of $1,000,000 or a minimum fee of $750 per month, with exceptions based on various metrics. Clients are encouraged to review account statements provided by custodians Schwab Institutional and Nationwide. GB maintains a business continuity plan and a privacy policy to safeguard client information and ensure confidentiality.
$235,822,333 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Novus Advisors
Denis J. Knapschaefer is a Senior Vice President and Financial Consultant at Novus Advisors, LLC, based in Greenville, SC. He holds a BS in Business, Management Information Systems from Wright State University. With a career spanning from 1996 to the present, Knapschaefer has been with Novus Advisors since July 2022, bringing expertise from his prior role at First Financial Bank. There is no disciplinary information or other business activities to disclose for Knapschaefer, and he receives no additional compensation from industry affiliations. He is supervised by Jennifer Belshe, the Chief Compliance Officer and Principal at Novus Advisors, LLC. Clients can find more information about Knapschaefer on the SEC's website. Novus Advisors, LLC has established procedures to oversee Knapschaefer's activities, ensuring compliance and quality service for clients. For further details, clients are encouraged to refer to the firm's brochure.
$105,736,222 under management
7 advisors
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
V.m. Manning & Co., Inc.
V. M. Manning & Co., Inc. is a financial advisory firm based in Greenville, S.C., established in 1916 by Vivian M. Manning. The firm specializes in traditional money management services, primarily utilizing stocks, bonds, and money market funds as investment vehicles. Managed by Nelson B. Arrington Jr., the firm's investment advisory services are provided by Nelson B. Arrington III, William (Bill) A. Mitchell, and Michael (Mike) Sierra. With approximately $76 million in client assets under management as of 12/31/22, the firm charges an annual fee between 1.00% and 1.50% on assets under management, deducted quarterly. The minimum account size to open an account is $250,000. V. M. Manning & Co., Inc. does not offer performance-based fees and has no disciplinary actions on record. The firm's investment strategy focuses on core equity investments in U.S. and foreign common stocks, bonds, and preferred stocks, aiming for long-term growth at a reasonable price. Clients have the option to impose restrictions on certain investments. The firm retains full investment discretion, allowing them to buy and sell securities as needed to meet client objectives. V. M. Manning & Co., Inc. does not maintain custody of client assets, utilizing Charles Schwab as the custodian. Clients receive quarterly performance reports and annual reviews of their accounts. The firm does not receive compensation for client referrals and does not engage in principal or agency cross securities transactions for client accounts.
$75,720,689 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Primetrust Advisors LLC
PrimeTRUST Advisors, LLC is a registered investment adviser based in Greenville, South Carolina, providing investment advisory services since 2006. The firm specializes in offering fee-based investment advisory services and consulting services to Institutional Clients sponsoring tax-qualified defined-benefit pension and defined contribution retirement plans. PrimeTRUST assists clients in establishing investment needs, goals, and objectives, preparing investment policy statements, and recommending mutual funds or ETFs aligned with the Investment Policy Statement guidelines. The firm may also provide consulting services for plan service provider evaluation, plan fees review, defined benefit pension plan management, plan service provider search and recommendation, employee education, and fiduciary education and training. For Individual Clients, PrimeTRUST offers financial planning services and discretionary investment advisory services primarily using mutual funds and exchange-traded funds. The firm tailors investment strategies based on individual needs, risk tolerance, and investment objectives. PrimeTRUST may recommend IRA rollovers, but clients are not obligated to implement recommendations or maintain an ongoing relationship. The firm charges asset-based fees for advisory services, with fee structures varying based on account size and services provided. PrimeTRUST does not participate in performance-based fees, side-by-side management, or soft dollar benefits. The firm does not accept proxy-voting responsibility for clients and does not engage in paid solicitors for client referrals. Clients are responsible for voting their securities and are encouraged to understand the risks associated with their investments. PrimeTRUST maintains a Code of Ethics and prioritizes client privacy and data security. The firm does not have custody of client assets and does not participate in class action lawsuits. Clients are advised to carefully consider the implications of IRA rollovers and consult with their CPA or tax attorney before making decisions.
$12,349,621 under management
3 advisors
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
Pension Consulting Services
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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