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Find Top Financial Advisors in Greenville, South Carolina

Greenville, South Carolina located halfway between Charlotte, North Carolina and Atlanta, Georgia has seen rapid economic, population and developmental growth in the last two decades. People are moving in droves to South Carolina for a better work life, family friendly community, as well as for their retirement. Greenville also has a low cost of living, 5% lower than the national average. An experienced financial advisor in Greenville can help you take advantage of the added savings, from the lower cost of living, and help you invest to secure your financial future. There are over 700 financial advisors in the Greenville area to choose from, making a decision as to which advisor is the best fit for you may be a tough decision. WiserAdvisor can assist you with your decision making needs by connecting you with 2-3 financial advisors that would best suit your specific requirements. All the advisors in our network are screened for experience and hold clean records with FINRA and SEC.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Greenville, South Carolina.

Finding the Top Financial Advisor in Greenville, South Carolina

Last Updated - February 25, 2024

Greenville has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Greenville, South Carolina have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Greenville, South Carolina mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Greenville, South Carolina.

Qualified Financial Advisors in Greenville, South Carolina

Financial Advisor Experience AUM Minimum Assets Fee Structure
Dean Elmer
EA, CPFA
HOLISTIC ADVISORY
220 North Main Street,
Suite 500,
Greenville, SC 29601
23 Years $2,000,000,000 $100,000 Fee-Based
Adam Wiles
CFP®
GLOBAL VIEW, LLC
420 E Park Ave,
Suite 303,
Greenville, SC 29601
15 Years Not Specified $250,000 Fee-Only
Goepper Burkhardt
CPA, CFP®, PFS
531 South Main Street,
Suite 303,
Greenville, SC 29601
30 Years $240,000,000 Not Specified Fee-Only
Carolinas Wealth Management Group
CFP®
3 Caledon Ct Ste C,
Greenville, SC 29615
Not Disclosed $25,000,000 $50,000 Fee-Based
David Conley
CFP®
MASTERS FINANCIAL GROUP
106 E. Butler Rd,
Suite A,
Mauldin, SC 29662
29 Years $56,750,000 Not Specified Fee-Based

Are you a Financial Advisor in Greenville?

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Information on Qualified Financial Advisors in Greenville, South Carolina

Qualifications CRD# 4310405
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 220 North Main Street,
Suite 500,
Greenville,
SC
29601
Phone Number 864-516-7518

As a LPL Financial Advisor, I am committed to each of my clients individual life and financial goals. A successful relationship begins with an understanding of what my clients unique needs are, building a plan that helps address each need, and assigning a score to define the probability of potential success to each area of the plan. By striving to reach a high level of success, illustrated by robust financial planning software and asset management, I believe my clients can reach a level of financial wellness that is best described as "confident independence".

In an effort to deliver the highest level of client satisfaction I have spent years perfecting my art as a financial planner. I have put in the leg work in both experience and education. I currently hold a Master's degree in Professional Accountancy from Clemson University and am a CERTIFIED PLAN FIDUCIARY ADVISOR I am also committed to lifetime learning as I believe this will bring a greater value to my clients.

I was born in Santa Cruz, CA and love to travel. I believe that life experiences make us well rounded and I have had the pleasure of truly seeing the world. An understanding of different cultures and areas of the United States helps me deal with a vast array of people, each with unique personality traits. I believe that relating to people and truly caring about their well being is the single most attribute that sets me apart from my competition. It is my mission to deliver financial independence

About Holistic Advisory

Holistic Advisory

As a LPL financial advisor with Holistic Wealth, Dean offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, he can help.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4798512
Firm CRD# 145499

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 420 E Park Ave,
Suite 303,
Greenville,
SC
29601
Phone Number 864-272-0818

Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.

About Global View, LLC

Global View, LLC

Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs.
Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal.
Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.


Qualifications Firm CRD# 127896

Compensation/Fee Fee-Only, Based on Assets


Office Location 531 South Main Street,
Suite 303,
Greenville,
SC
29601
Phone Number 864-370-3244

About Goepper Burkhardt

Goepper Burkhardt

Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors.
We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services


Qualifications CRD# 7436040
Firm CRD# 46947
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 3 Caledon Ct Ste C,
Greenville,
SC
29615
Phone Number 864-918-9717

About Carolinas Wealth Management Group

Carolinas Wealth Management Group

We are a full service financial planning firm ready to help you meet your retirement income needs and goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2545821
Firm CRD# 6413
Series 7, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 106 E. Butler Rd,
Suite A,
Mauldin,
SC
29662
Phone Number 864-862-9269

My name is David Conley but my friends call me Dave. I am a Certified Financial Planner® who started in this industry in 1994. That was pre-internet for those under age 40, that is important to you because it means I have real world experience helping folks navigate stormy economic times. My wife of 30 years (Rita) and I moved to the Upstate in 1998. We have 4 children (3 adopted) ranging in age from 12 - 40 plus a Cocker Spaniel name Izzy. We have a home + 3.5 acres southeast of the Five Forks area that keeps me busy most weekends (mow, trim, etc.).

About Masters Financial Group

Masters Financial Group

MFG has been helping Upstate individuals & families pursue their financial goals since 1998. Our mission is to help you reach your financial goals and experience financial peace. Our Certified Financial Planners help Upstate families prepare for tomorrow while enjoying today. Your future deserves a plan, because your goals are too important to leave to chance. You wouldn't go on vacation without first planning the trip. You know where you're going, where you'll stay, and what you'll see and do before ever leaving home. Many hours go into deciding how to spend a few weeks each year, yet we often treat our entire financial future as if everything will somehow work out. Financial Services for Every Step of Your Journey. Whether you want to eliminate debt, save for retirement, or leave a legacy, our experienced advisors can help.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Greenville, South Carolina (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
FINTRUST CAPITAL ADVISORS, LLC
124 Verdae Blvd., Suite 504, Greenville, SC 29607
44 2083 $1,724,645,328
A Percentage of AUM, Hourly charges, Fixed Fees
FOSTER VICTOR WEALTH ADVISORS
10 Toy Street, Suite 200, Greenville, SC 29601
30 4652 $1,243,196,000
A Percentage of AUM, Fixed Fees
THE FIDUCIARY ALLIANCE
511 Rhett Street, Suite 2a, Greenville, SC 29601
37 11514 $864,798,884
A Percentage of AUM, Hourly charges, Fixed Fees
WCM GLOBAL WEALTH, LLC
201 Riverplace, Suite 500, Greenville, SC 29601
11 288 $401,564,118
A Percentage of AUM, Fixed Fees, Performance Based
GLOBAL VIEW INVESTMENT ADVISORS, LLC
420 East Park Ave, Suite 303, Greenville, SC 29601
8 1516 $381,504,671
A Percentage of AUM, Hourly charges
WEALTH MANAGEMENT ADVISORS, LLC
3 Legacy Park Road, Suite A, Greenville, SC 29607
8 1229 $379,471,671
A Percentage of AUM, Hourly charges, Fixed Fees
HARDIN CAPITAL PARTNERS, LLC
1207 E. Washington Street, Greenville, SC 29601
3 992 $296,200,148
A Percentage of AUM, Hourly charges
FAMILY LEGACY, INC.
900 Pendleton Street, Suite 200, Greenville, SC 29601
10 243 $259,935,748
A Percentage of AUM, Fixed Fees
PRIMETRUST ADVISORS LLC
101 College Street, Suite 1-B, Greenville, SC 29601
3 38 $257,768,690
A Percentage of AUM, Hourly charges, Fixed Fees
GOEPPER BURKHARDT LLC
531 South Main Street, Suite 303, Greenville, SC 29601
4 561 $240,946,011
A Percentage of AUM, Hourly charges
MATCH GRADE ADVISORS
400 Pettigru St, Greenville, SC 29601
5 695 $214,886,266
A Percentage of AUM, Fixed Fees
BALLENTINE CAPITAL ADVISORS, INC.
15 Halton Green Way, Greenville, SC 29607
3 1035 $187,874,319
A Percentage of AUM, Hourly charges, Fixed Fees
NOVUS ADVISORS
607 Pendleton Street, Suite 101-B, Greenville, SC 29601
7 498 $174,682,381
A Percentage of AUM
NORRIS FINANCIAL GROUP, LLC
605 N. Main Street, Greenville, SC 29601
4 720 $165,116,697
A Percentage of AUM, Hourly charges, Fixed Fees
JHH WEALTH, LLC
330 E. Coffee Street, Suite 4011, Greenville, SC 29601
6 95 $41,012,128
A Percentage of AUM

    Select other cities around Greenville, South Carolina to broaden your search for a financial advisor

    Frequently Asked Questions

    To find a verified financial advisor in South Carolina, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using BrokerCheck.

    When evaluating the qualifications of financial advisors in South Carolina, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Yes, it is common for financial advisors in South Carolina to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.

    To determine the trustworthiness and reliability of a financial advisor in South Carolina, it's important to conduct complete research and background checks through reputable regulatory bodies like FINRA and the SEC. These organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your own research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.

    Financial advisors in South Carolina offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor in the South Carolina directory, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.

    When comparing different financial advisors in South Carolina, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in South Carolina, specifically tailored to your financial needs and goals.

    Yes, there are several online tools and resources that can assist you in searching for financial advisors in South Carolina. We recommend using the WiserAdvisor online directory for the state of South Carolina to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisor’s credentials.

    To determine if a financial advisor in South Carolina specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of South Carolina specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.

    Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in South Carolina can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in South Carolina.

    Yes, there are financial advisors in South Carolina who specialize in retirement planning for state-specific pension plans. These advisors have a deep understanding of the retirement benefits offered by the state and can help you navigate the complex rules and regulations associated with these plans. They can provide guidance on optimizing your pension benefits, retirement income strategies and coordinating them with other sources of retirement income. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing retirement planning services for state-specific pension plans. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services an advisor offers.

    Yes, a financial advisor in South Carolina can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    Yes, many financial advisors in South Carolina are also tax professionals or work closely with tax professionals to help clients with navigating state tax implications. These professionals possess expertise in South Carolina's tax laws, deductions, credits, and exemptions, enabling them to assist in helping you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning is among the services an advisor offers.

    Yes, there are financial advisors in South Carolina that provide financial guidance for small businesses and are familiar with the unique regulations and incentives for small business owners in the state. These advisors can provide tailored guidance and strategies to help small business owners navigate complex tax laws, take advantage of available incentives, and optimize their financial operations to achieve their business goals. To further explore how financial advisors listed on our directory for the state of South Carolina can support you, read on about if you need a financial advisor as a small business owner.

    Yes, a financial advisor in South Carolina can provide guidance on insurance coverage specific to the state's natural disaster risks, such as hurricanes. They can help individuals and businesses understand the types of insurance policies available, such as homeowners' insurance, business insurance, and flood insurance, that may be necessary to protect against potential damages caused by hurricanes and other natural disasters. These advisors can also assist in evaluating coverage options, calculating appropriate coverage amounts, and ensuring that clients are adequately prepared for potential financial risks associated with such disasters. To learn more, explore what a financial advisor can do for you.

    Yes, a financial advisor in South Carolina can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about Charitable Planning Strategies.