Top 10 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 | $1,319,987,823 | 44 advisors | ||
| 2 | $980,735,000 | 30 advisors | ||
| 3 | $401,564,118 | 11 advisors | ||
| 4 | $379,471,671 | 8 advisors | ||
| 5 | $368,310,676 | 8 advisors | ||
| 6 | $240,162,184 | 10 advisors | ||
| 7 | $235,822,333 | 4 advisors | ||
| 8 | $105,736,222 | 7 advisors | ||
| 9 | $75,720,689 | 4 advisors | ||
| 10 | $55,855,341 | 7 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. Fintrust Capital Advisors, LLC
Assets under management
$1,319,987,823
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. Foster Victor Wealth Advisors
Assets under management
$980,735,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Wcm Global Wealth, LLC
Assets under management
$401,564,118
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Video Newsletter Updates
4. Wealth Management Advisors, LLC
Assets under management
$379,471,671
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Global View Investment Advisors, LLC
Assets under management
$368,310,676
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
6. Family Legacy, Inc.
Assets under management
$240,162,184
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consultation
- Not sure which one to choose?Use our smart matching tool
7. Goepper Burkhardt LLC
Assets under management
$235,822,333
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Novus Advisors
Assets under management
$105,736,222
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
9. V.m. Manning & Co., Inc.
Assets under management
$75,720,689
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Azalea Capital
Assets under management
$55,855,341
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.