Best Financial Advisors in GREENVILLE, South Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in GREENVILLE
V.M. MANNING & CO., INC.
GREENVILLE, SC · Since 2025
FAMILY LEGACY, INC.
GREENVILLE, SC · Since 1995
GOEPPER BURKHARDT LLC
GREENVILLE, SC · Since 2003
PRIMETRUST ADVISORS LLC
GREENVILLE, SC · Since 2008
GLOBAL VIEW INVESTMENT ADVISORS, LLC
GREENVILLE, SC · Since 2007
TAVERIK CAPITAL, LLC
GREENVILLE, SC · Since 2019
NOVUS ADVISORS
GREENVILLE, SC · Since 2013
FOSTER VICTOR
GREENVILLE, SC · Since 2016
MATCH GRADE ADVISORS
GREENVILLE, SC · Since 2018
MATTY AI INC.
GREENVILLE, SC · Since 2021
BURGESS INVESTMENT GROUP, LLC
GREENVILLE, SC · Since 2026
WEALTH MANAGEMENT ADVISORS, LLC
GREENVILLE, SC · Since 2014
NORRIS FINANCIAL GROUP, LLC
GREENVILLE, SC · Since 2018
BCA PRIVATE WEALTH, INC.
GREENVILLE, SC · Since 2021
J. FREEMAN & ASSOCIATES
GREENVILLE, SC · Since 2026
HARDIN CAPITAL PARTNERS, LLC
GREENVILLE, SC · Since 2020
THE FIDUCIARY ALLIANCE
GREENVILLE, SC · Since 2016
RESOLUTE CAPITAL, LLC
GREENVILLE, SC · Since 2025
DISCIPLINE WEALTH SOLUTIONS, INC.
GREENVILLE, SC · Since 2021
IDLE HILL ADVISORS LLC
GREENVILLE, SC · Since 2026
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, SC is 0.95% of assets under management per year, based on Form ADV filings from 20 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.