Top advisors in Greenville
We’ve curated a list of the best financial advisors in Greenville, take a look at it below
Find an advisor in Greenville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $262,711,619 | 4 advisors | ||
| 2 | $141,871,768 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Greenville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. H. L. Ormond & Company, LLC
Assets under management
$262,711,619
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
2. Milestone Wealth
Assets under management
$141,871,768
Fee structure
A percentage of assets under your management
Fixed fees
PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Financial Consulting; Asset Monitoring For Assets Managed By Sub-advisers
Your first meeting is free.