Financial advisers in Greenville, SC
21 registered investment adviser firms in Greenville managing $11.1B in assets, based on public SEC Form ADV filings.
Foster Victor
Greenville, SC · Est. 2016
- AUM
- $2.6B
- Per adviser
- $147M
- Advisers
- 18
No reported disclosures
The Fiduciary Alliance
Greenville, SC · Est. 2016
- AUM
- $2.5B
- Per adviser
- $56M
- Advisers
- 45
No reported disclosures
Discipline Wealth Solutions, INC.
Greenville, SC · Est. 2021
- AUM
- $747M
- Per adviser
- $41M
- Advisers
- 18
No reported disclosures
Wealth Management Advisors, LLC
Greenville, SC · Est. 2014
- AUM
- $686M
- Per adviser
- $137M
- Advisers
- 5
No reported disclosures
Global View Investment Advisors, LLC
Greenville, SC · Est. 2007
- AUM
- $554M
- Per adviser
- $138M
- Advisers
- 4
No reported disclosures
Match Grade Advisors
Greenville, SC · Est. 2018
- AUM
- $479M
- Per adviser
- $120M
- Advisers
- 4
No reported disclosures
Hardin Capital Partners, LLC
Greenville, SC · Est. 2020
- AUM
- $448M
- Per adviser
- $448M
- Advisers
- 1
No reported disclosures
Primetrust Advisors LLC
Greenville, SC · Est. 2008
- AUM
- $422M
- Per adviser
- $211M
- Advisers
- 2
Goepper Burkhardt LLC
Greenville, SC · Est. 2003
- AUM
- $380M
- Per adviser
- $127M
- Advisers
- 3
No reported disclosures
Family Legacy, INC.
Greenville, SC · Est. 1995
- AUM
- $377M
- Per adviser
- $38M
- Advisers
- 10
No reported disclosures
Norris Financial Group, LLC
Greenville, SC · Est. 2018
- AUM
- $353M
- Per adviser
- $118M
- Advisers
- 3
No reported disclosures
Bca Private Wealth, INC.
Greenville, SC · Est. 2021
- AUM
- $317M
- Per adviser
- $63M
- Advisers
- 5
No reported disclosures
Trunorth Advisors
Greenville, SC · Est. 2025
- AUM
- $301M
- Per adviser
- $38M
- Advisers
- 8
J. Freeman & Associates
Greenville, SC · Est. 2026
- AUM
- $175M
- Per adviser
- $175M
- Advisers
- 1
No reported disclosures
Dba Big Money Retirement And Big Retirement
Greenville, SC · Est. 2026
- AUM
- $147M
- Per adviser
- $16M
- Advisers
- 9
No reported disclosures
V.M. Manning & Co., INC.
Greenville, SC · Est. 2025
- AUM
- $133M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Southeast Financial Advisors
Greenville, SC · Est. 2026
- AUM
- $133M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Idle Hill Advisors LLC
Greenville, SC · Est. 2026
- AUM
- $107M
- Per adviser
- $27M
- Advisers
- 4
Taverik Capital, LLC
Greenville, SC · Est. 2019
- AUM
- $98M
- Per adviser
- $49M
- Advisers
- 2
No reported disclosures
Novus Advisors
Greenville, SC · Est. 2013
- AUM
- $91M
- Per adviser
- $30M
- Advisers
- 3
No reported disclosures
Matty Ai INC.
Greenville, SC · Est. 2021
- AUM
- $39,330
- Per adviser
- $39,330
- Advisers
- 1
No reported disclosures