Find Top Financial Advisors in Greenville, South Carolina

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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 - 22-Jan-2023

Greenville has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 104 non-vetted advisors in your local area. These financial advisors in Greenville, South Carolina have an average of 21 years of experience.

NOTE: The list of financial advisors in Greenville, South Carolina mentioned below do 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
Adam Wiles
420 E Park Ave,
Suite 303,
Greenville, SC 29601
15 Not Specified $250,000 Fee-Only
Bland Burkhardt
531 South Main Street,
Suite 303,
Greenville, SC 29601
30 $240,000,000 Not Specified Fee-Only
Roy Janse
325 Rocky Slope Road, Suite 302,
Greenville, SC 29607
19 $162mm Not Specified Not Specified
Pat Latta
521 College Street,
Asheville, NC 28801
21 $50,000,000 $500,000 Fee-Based

Information on Qualified Financial Advisors in Greenville

Qualifications CRD# 4798512
Firm CRD# 145499

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

Office Location 420 E Park Ave,
Suite 303,
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 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,
Phone Number 864-370-3244

About 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# 4568949
Firm CRD# 8032
Series 7, 66

Office Location 325 Rocky Slope Road, Suite 302,
Phone Number 864-375-4700

Roy's priority is assisting his clients in pursuing their unique financial goals with the greatest confidence. By developing sophisticated financial plans as well as managing customized investment portfolios, Roy and his team help their clients pursue their financial goals with the goal of decreased volatility and optimized returns. He has built a strong practice working with individuals, couples, small business owners, and corporations. During the summer of 1996, Roy participated in the 1996 Atlanta Olympic Summer Games as a member of the Canadian sailing team. He and his teammate placed 11th in the two person Tornado catamaran event. As a financial advisor, Roy takes the same high level Olympic performance approach in helping clients identify, plan and work towards achieving their financial goals. Roy began his financial career in 2002 as a personal and business financial advisor for a national firm. Seeking to offer his clients true independent and fiduciary level advice while managing their assets, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC. This drive, to always offer the best available service and solutions to his clients, had him on January 1st, 2021 further rebrand as Goldfinch Wealth Management. Over the years he has developed a diverse and talented team of advisors and support personnel to provide the level of investment management, financial planning and service his clients have come to expect. We all have goals and we all have worries. Roy's team can help you work towards accomplishing your goals, while doing the worrying for you.

About Goldfinch Wealth Management

As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources. By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals. Roy Janse is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Roy Janse is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Roy Janse is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Roy Janse is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS

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# 4395019
Firm CRD# 173120
Series 6, 63, 65

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

Office Location 521 College Street,
Phone Number 828-398-2802

With over 20 years as a financial advisor, Pat Latta's experience and knowledge make him a valuable resource for his clients. Pat specializes in developing personal wealth strategies for individuals in career transitions, typically for clients who will be retiring in the next 10 years or who are already retired. As a former retirement plan advisor, Pat is experienced with employer benefits available to working professionals. Pat is the former plan administrator for Mission Hospital where he helped over 5,000 employees plan for their retirement. Pat served as the financial advisor on United Services Credit Union's 401(k) plan where he worked with credit union executives and employees. He was a USCU board member for 5 years and was Board Chairman for 2 years. Pat also established and managed in-house brokerage services for USCU's members and has been a credit union member for over 20 years. The Latta family has lived in the Asheville area for over 30 years. Pat holds the following registrations, licenses and professional designations:
- Uniform Investment Adviser Law Examination (series 65) with ACT Advisors, LLC
- Uniform Securities State Law Examination (series 63) with LPL Financial
- Investment Company and Variable Contracts Products Representative Exam (series 6) with LPL Financial
- Long Term Care Licensed
- Life, Health, and Variable Annuity Insurance Agent. -Such registration does not imply any specific level of skill or training.

About ACT Advisors Wealth Management

At ACT Advisors, we provide independent, personalized, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs. As a Registered Investment Advisor (RIA), we are a fiduciary. This means that we put our clients before ourselves. When providing investment advice, our advisors have a fundamental obligation to act in the best interests of our clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management

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

Firm Name AUM No. of Clients Fee Structure
124 Verdae Blvd. , Suite 504,
Greenville, SC 29607
$1,789,338,946 1876 A percentage of AUM
Hourly charges
Fixed fees
10 Toy Street , Suite 200,
Greenville, SC 29601
$1,117,952,000 3936 A percentage of AUM
Fixed fees
27 Cleveland Street, Ste 202,
Greenville, SC 29601
$657,073,966 309 A percentage of AUM
Fixed fees
511 Rhett Street, Suite 2a,
Greenville, SC 29601
$626,282,668 3451 A percentage of AUM
Hourly charges
Fixed fees
3 Legacy Park Road , Suite A,
Greenville, SC 29607
$425,452,466 1342 A percentage of AUM
Hourly charges
Fixed fees
201 Riverplace , Suite 500,
Greenville, SC 29601
$340,972,397 182 A percentage of AUM
Fixed fees
Performance Based
1207 E. Washington Street,
Greenville, SC 29601
$320,052,205 1014 A percentage of AUM
Hourly charges
55 Beattie Place , Suite 205,
Greenville, SC 29601
$315,817,475 604 A percentage of AUM
101 College Street , Suite 1-B,
Greenville, SC 29601
$305,647,144 30 A percentage of AUM
Hourly charges
Fixed fees
900 Pendleton Street , Suite 200,
Greenville, SC 29601
$291,340,307 523 A percentage of AUM
Fixed fees
531 South Main Street , Suite 303,
Greenville, SC 29601
$254,863,692 482 A percentage of AUM
Hourly charges
400 Pettigru St,
Greenville, SC 29601
$223,299,206 401 A percentage of AUM
Hourly charges
Fixed fees
605 N. Main Street,
Greenville, SC 29601
$189,491,084 631 A percentage of AUM
Hourly charges
Fixed fees
15 Halton Green Way,
Greenville, SC 29607
$174,600,720 898 A percentage of AUM
Hourly charges
Fixed fees
607 Pendleton Street , Suite 101-B,
Greenville, SC 29601
$164,433,288 320 A percentage of AUM

    List of Additional Advisors in Greenville, South Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    ASE Financial Advisory Group
    Inquire with ASE
    9 Buena Vista Way, Suite B, Greenville, SC  29615 864-254-0032
    BFG Advisors
    Inquire with BFG
    702 East Washington Street, Greenville, SC  29601 864-921-7444
    Jim Barnes
    Inquire with Jim
    201 E Camperdown Way, Greenville, SC  29601 864-370-7027
    Jeff Froman
    Inquire with Jeff
    3441 Pelham Rd, Ste 102, Greenville, SC  29615 864-451-7890
    Kenneth Langford
    Inquire with Kenneth
    201 E Camperdown Way, Greenville, SC  29601 864-270-3285
    Lee Bugay
    Inquire with Lee
    803 Roper Creek Dr, Greenville, SC  29615 864-292-3770
    Van Matthews
    Inquire with Van
    803 Roper Creek Dr, Greenville, SC  29615 864-292-3770
    Larkin Watson
    Inquire with Larkin
    803 Roper Creek Dr, Greenville, SC  29615 864-292-3770
    Gerald Ray Johnson
    Inquire with Gerald
    880 S Pleasantburg Dr, Ste 1C, Greenville, SC  29607 864-370-9222
    Michele Casey Huddleston
    Inquire with Michele
    465 Woodruff Rd, Greenville, SC  29607 864-250-3000
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?