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:
THE FIDUCIARY ALLIANCE
CRD#: 284924
Address: 135 S Main St Suite 600, Greenville, SC 29601
Clients: 6,356
Average Clients per Advisor: 141
AUM: $ 2.5B
FOSTER VICTOR
CRD#: 283656
Address: 10 Toy Street Suite 200, Greenville, SC 29601
Clients: 906
Average Clients per Advisor: 47
AUM: $ 2.2B
DISCIPLINE WEALTH SOLUTIONS, INC.
CRD#: 315846
Address: 15 Halton Green Way, Greenville, SC 29607
Clients: 1,673
Average Clients per Advisor: 92
AUM: $ 747M
WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 171260
Address: 3 Legacy Park Road Suite A, Greenville, SC 29607
Clients: 520
Average Clients per Advisor: 104
AUM: $ 563M
GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD#: 145499
Address: 800 E Washington St Suite A, Greenville, SC 29601
Clients: 366
Average Clients per Advisor: 91
AUM: $ 554M
PRIMETRUST ADVISORS LLC
CRD#: 141625
Address: 850 S Pleasantburg Dr Suite 101, Greenville, SC 29607
Clients: 20
Average Clients per Advisor: 10
AUM: $ 394M
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
Daniel Erik Milks
John P Cullen
Michele Casey Huddleston
David Glenn Turner
Stephen N Sorensen
Victor Charles Mcleod III
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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