Top Financial Advisors in Greenville, South Carolina
Finding the right financial advisor in Greenville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Greenville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Greenville, SC.
Find the Best Financial Advisor Firms in Greenville:
FINTRUST CAPITAL ADVISORS, LLC
CRD#: 145460
Address: 124 Verdae Blvd. Suite 504, Greenville, SC 29607
Clients: 695
Average Clients per Advisor: 23
AUM: $ 1.7B
FOSTER VICTOR WEALTH ADVISORS
CRD#: 283656
Address: 10 Toy Street Suite 200, Greenville, SC 29601
Clients: 886
Average Clients per Advisor: 46
AUM: $ 1.2B
THE FIDUCIARY ALLIANCE
CRD#: 284924
Address: 511 Rhett Street, Suite 2a, Greenville, SC 29601
Clients: 1,296
Average Clients per Advisor: 56
AUM: $ 865M
REYNOLDS INVESTMENT MANAGEMENT INC
CRD#: 106580
Address: 27 Cleveland Street, Ste 202, Greenville, SC 29601
Clients: 267
Average Clients per Advisor: 66
AUM: $ 657M
GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD#: 145499
Address: 420 East Park Ave Suite 303, Greenville, SC 29601
Clients: 442
Average Clients per Advisor: 147
AUM: $ 382M
WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 171260
Address: 3 Legacy Park Road Suite A, Greenville, SC 29607
Clients: 538
Average Clients per Advisor: 89
AUM: $ 379M
How We Chose the Top Financial Advisors in Greenville, South Carolina
To create this list of top financial advisor firms in Greenville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Greenville has to offer.
Search Financial Advisors in Greenville, South Carolina
Laura Morton Moore MRS.
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Samuel Gibson Reese III
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Joseph Drew Chappell
Registered Affiliation(s):EDWARD JONES
Jason M. Kelley
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Hollie J O'shields
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jodi Edney
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Brown Clary
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Thomas Spencer Metcalf
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Martin Baty Culbertson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jeremy Jackson Bishop
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Mcclancy Crowley
Registered Affiliation(s):MORGAN STANLEY
Joseph David Schofield
Registered Affiliation(s):BEACON POINTE ADVISORS, LLC
Brent Hamliton Whitlock
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Melanie Pulver Hendrix
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Robert J. Lord
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan Hugh Mcadams
Registered Affiliation(s):FOSTER VICTOR WEALTH ADVISORS
Eric Marcus Elkins
Registered Affiliation(s):MATCH GRADE ADVISORS
John Richard Ross
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
William George Bragdon
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Jerome Hornek
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Matthew Jarone Golden
Registered Affiliation(s):FIRST CITIZENS INVESTOR SERVICES, INC.
Lena Mccall Meredith
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Brack Kirk Smith
Registered Affiliation(s):EDWARD JONES
Marielena A Sloney
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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