Best Financial Advisors in GREENVILLE, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$401M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in GREENVILLE
#1
100
CROSSGEN WEALTH LLC
GREENVILLE, NC · Since 2025
$223M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
95
CAROLINA WEALTH MANAGEMENT, INC.
GREENVILLE, NC · Since 2004
$798M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
95
H. L. ORMOND & COMPANY, LLC
GREENVILLE, NC · Since 2021
$401M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in GREENVILLE?
The median advisory fee in GREENVILLE, NC is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.