Top financial advisors in Greenwood, SC
We've curated a list of the best financial advisors in Greenwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,364,808,572 Number of advisors 20 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 Greenwood, 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.
Greenwood Capital Associates, LLC
Greenwood Capital Associates, LLC is a financial advisory firm based in Greenwood, South Carolina. It currently has approximately $1,364,808,572 of assets under management and employs about 20 people. Greenwood Capital Associates, LLC uses a fee structure of a percentage of assets under your management and % of aum for retirement ed/cons/inv mgmt, ref fees, rev share,.
$1,364,808,572 under management
20 advisors
Fee structure
A percentage of assets under your management
% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,
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
Educational Seminars/workshops
Consulting
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 Greenwood, 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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