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The Top Financial Advisors in Greenville, SC

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding the Top Financial Advisor Firms in Greenville, South Carolina

If you’re considering working with a financial advisor in Greenville, South Carolina, we can help you find one. The team at SmartAsset researched firms in the area to bring you the top financial advisors in Greenville. We covered key details such as minimum investments, services offered and any advisor certifications. SmartAsset's free financial advisor matching tool can also help, as it will connect you with up to three advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 FinTrust Capital Advisors, LLC FinTrust Capital Advisors, LLC logo Find an Advisor

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$1,789,338,946 $100,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Minimum Assets

$100,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
2 Foster Victor Wealth Advisors, LLC Foster Victor Wealth Advisors, LLC logo Find an Advisor

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$1,117,952,000 Varies based on account type
  • Financial planning
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
3 The Fiduciary Alliance The Fiduciary Alliance logo Find an Advisor

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$626,282,668 No stated minimum account size
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No stated minimum account size

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
4 Reynolds Investment Management, Inc. Reynolds Investment Management, Inc. logo Find an Advisor

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$657,073,966 $1,000,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Publication of periodicals or newsletters

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Publication of periodicals or newsletters
5 Wealth Management Advisors, LLC Wealth Management Advisors, LLC logo Find an Advisor

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$425,452,466 $250,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
6 Global View Investment Advisors, LLC Global View Investment Advisors, LLC logo Find an Advisor

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$404,120,041 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund manager)
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund manager)
  • Educational seminars/workshops
7 Family Legacy, Inc. Family Legacy, Inc. logo Find an Advisor

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$291,340,307 $250,000
  • Portfolio management
  • Financial planning
  • Pension consulting
  • Consultation

Minimum Assets

$250,000

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
  • Consultation
8 Hanover Advisors, Inc. Hanover Advisors, Inc. logo Find an Advisor

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$315,817,475 Not set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

Not set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
9 WCM Global Wealth, LLC WCM Global Wealth, LLC logo Find an Advisor

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$340,972,397 $250,000
  • Portfolio management
  • Financial planning
  • Video newsletter updates

Minimum Assets

$250,000

Financial Services

  • Portfolio management
  • Financial planning
  • Video newsletter updates
10 Goepper Burkhardt LLC Goepper Burkhardt LLC logo Find an Advisor

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$254,863,692 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management

What We Use in Our Methodology

To find the top financial advisors in Greenville, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Fintrust Capital Advisors, LLC

Fintrust Capital Advisors has the largest advisory team of any firm on this list. The staff features a diverse array of specialities and certifications, including:

  • Three certified financial planners (CFPs)
  • Four accredited investment advisors (AIFs)
  • Three chartered financial analysts (CFAs)
  • One certified public accountant (CPA)
  • One certified business financial advisor (CBFA)
  • One person certified in estate planning (CES)
  • One chartered life underwriter (CLU)
  • One chartered retirement plans specialist (CRPS)
  • One certified fraud examiner (CFE)
  • One certified anti-money laundering specialist (CAMS)
  • One certified regulatory and compliance professional (CRCP)

Fintrust has a $100,000 account minimum. Most of the accounts are managed for individuals, although the firm has some high-net-worth individuals as clients as well. Institutional clients include investment companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities and other corporations.

Fees for investment management services are based on a percentage of assets under management. The firm may also act as a broker-dealer, potentially earning commissions for selling securities to clients. This presents a conflict of interest, but when acting as an advisor the firm as a fiduciary responsibility to act in the client’s best interest. 

Fintrust is also ranked among the top 10 firms in the state by SmartAsset. 

Fintrust Capital Advisors Background

Founded in 2007, Fintrust Capital Advisors is a 100% owned subsidiary of Fintrust Capital Partners, which is beneficially owned by Richard P. Sheridan (45%), Phillip H. Brice (45%) and Allen Gillespie (10%). The parent company is directly owned by Broad Street Capital Partners, LLC (45%), PHB Holdings, LLC (44.5%), ARG Holding, LLC (9.5%) and Centillion Partners, Inc. (1%).

Services offered by the firm include fiduciary and institutional consulting, retirement plan consulting, retirement planning, financial planning, wealth protection planning, estate reporting and insurance.

Fintrust Capital Advisors Investment Strategy

Advisors at Fintrust work with clients to come up with a comprehensive investment and financial plan. The advisor considers factors including  financial goals, resources, attitudes, age, experiences, investment time horizon and cash flow. From there, a strategy is devised that works for each client.

Investments may include third-party managers, mutual funds, exchange-traded funds (ETFs), fixed-income securities, options and individual equities.

Foster Victor Wealth Advisors, LLC

Foster Victor Wealth Advisors is a fee-based advisor managing millions in assets for clients. Those clients are mostly individuals, with a chunk of them classified as high-net-worth individuals. The only institutional clients the firm has are corporations. While there are investment minimums for some services, there is no set minimum for investment management.

There are a number of accredited professionals working at the firm, including seven certified financial planners (CFPs), two chartered life underwriters (CLUs), two chartered financial analysts (CFAs) and one certified private wealth advisor (CPWA). Foster Victor also has one accredited investment fiduciary (AIF) on staff, as well as two certified investment management analysts (CIMAs), one certified regulatory and compliance professional (CRCP) and two retirement income certified professionals (RICPs).

Fees for financial planning and consulting are fixed, while fees for investment management are based on assets under management. Some of the firm’s employees are also insurance agents and can earn commissions. This is a conflict of interest, but the firm has procedures to make sure actions are made in the best interest of the clients.

Foster Victor is also ranked among the top 10 firms in the state by SmartAsset. 

Foster Victor Wealth Advisors Background

Foster Victor was founded in 2016, making it one of the youngest firms on this list. It is wholly owned by Paul W. Foster and Robert T. Victor.

Services offered by the firm include investment management, insurance planning, financial planning, business planning, retirement planning, trust and estate reporting, tax planning and college planning.

Foster Victor Wealth Advisors Investment Strategy

Advisors at Foster Victory use various  methods of analysis. When choosing an investment, the advisors analyze an issuer’s management team, investment strategies, style drift, past performance, reputation and financial strength in relation to the asset class concentrations and risk.

Portfolio balance is also important in the firm's eyes. Advisors look to invest in eight to nine asset classes in a variety of sectors and types of securities.  

The Fiduciary Alliance

The Fiduciary Alliance is a fee-based firm with no minimum size to start an account. Some advisors can earn commissions for selling insurance products and/or securities to clients. This is a potential conflict of interest, but all staff must act in the best interest of the client when serving as an advisor.

The majority of the clients at the firm are non-high-net-worth individuals, though there are a decent number of high-net-worth individuals as well. Institutional clients at the firm include pension and profit sharing plans, charitable organizations, other investment advisors and corporations.

Fees for investment management are based on a percentage of assets under management. Financial planning is charged a fixed fee based on the services being rendered. The team in Greenville includes two chartered financial analysts (CFAs) and two certified market technicians (CMTs).

The Fiduciary Alliance Background

The Fiduciary Alliance is actually a network of firms operating under different names in different areas. In Greenville, it is known as Parallel Financial. The Fiduciary Alliance was founded in 2016 and is principally owned by Brian Boughner and Anthony Mahfood.

Services include investment management, financial planning, business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning and IRA rollovers.

The Fiduciary Alliance Investment Strategy

Around half of the money held by The Fiduciary Alliance is invested in individual stocks. A big portion of the rest is put into mutual funds, with some bonds and cash holdings also employed.

Reynolds Investment Management, Inc.

Reynolds Investment Management is highest-rated fee-only firm on this list and No. 4 overall practice. That means it only gets paid via fees for investment and advisors at the firm don’t earn commissions for selling securities, insurance or other financial products. The team at the firm includes three certified financial planners (CFPs), one accredited asset management specialist (AAMS) and two certified public accountants (CPAs). 

Reynolds has a $1 million minimum account size requirement. Clients at the firm are mostly individuals, but there is a small number of high-net-worth individuals on the books as well. Institutional clients include pension and profit-sharing plans and charitable organizations.

Reynolds Investment Management Background

Reynolds has been in business since 1995, making it one of the oldest firms on this list. The principal shareholder is Thomas J. Reynolds III, who also serves as the firm’s president.

Services offered include individual portfolio management, pension consulting, risk management, cash flow planning, retirement income planning and saving for education needs.

Reynolds Investment Management Investment Strategy

Advisors at Reynolds use fundamental, technical, qualitative and quantitative analysis to make investment decisions for clients. The firm thinks carefully about asset allocation to build a balanced portfolio. Possible investments include:

  • Exchange-listed securities
  • Securities traded over-the-counter
  • Foreign issuers
  • Corporate debt securities (other than commercial paper)
  • Certificates of deposit (CDs)
  • Municipal securities
  • Variable annuities
  • Mutual fund shares
  • United States governmental securities
  • Options contracts on securities

Wealth Management Advisors, LLC

Wealth Management Advisors — also known as Wagner Wealth Management — works with individuals, high-net-worth individuals, pension and profit-sharing plans, insurance companies and corporations. The firm's staff includes one certified financial planner (CFP) and one chartered retirement planning counselor (CRPC).

The minimum account size at Wagner is $250,000. Fees for financial planning are generally based on the time needed for the service. Investment management fees are negotiated with each client. Some of the advisors at the firm are also registered representatives of broker-dealers and/or insurance companies and can earn commissions on the sale of insurance and other products. This is a conflict of interest, but clients will not pay an advisory fee on investments for which they have also paid a commission.

Wealth Management Advisors Background

Wealth Management Advisors was founded in 2014. Wagner Wealth Management, the principal owner of WMA, is owned by Dan E. Wagner Jr. and Jeff Herman. In addition to the Greenville office, the firm has offices in Anderson and Seneca, South Carolina.

The firm's services include financial planning, estate planning, retirement plan advisory services and investment management.

Wagner Wealth Management Investment Strategy

Every new relationship begins with the firm sitting down with the new client and gathering information on their objectives, risk tolerance and financial situation. The firm develops an investment plan based on that information and then allocates their assets among a variety of potential investments, including: 

  • Separate account managers
  • Mutual funds
  • Exchange-traded funds (ETFs)
  • Individual stocks
  • Bonds
  • Closed-end funds

Mutual funds and ETFs are the primary way advisors get client money into the U.S. equity market.

Global View Investment Advisors, LLC

Global View Investment Advisors, a fee-only practice, is the next firm on our Greenville list. Its team of advisors includes two certified financial planners (CFPs). Around 30% of the firm’s clients are high-net-worth individuals and the rest are individuals without high net worths. 

There is no minimum investment or account size for clients at Global View. Fees for wealth management are based on a percentage of assets under management, which will not exceed 2%.

Global View Investment Advisors Background

The firm was founded in 2008. Joe E. Hines, Ken Moore and Adam Wiles all own at least 25% of the business.

Services offered by the firm include portfolio management, financial planning, tax planning and estate planning.

Global View Investment Advisors Investment Strategy

Global View lays out a four-step process for coming up with an investment plan for each client:

  • Get to know each other
  • Review preliminary recommendations
  • Agree on a course of action
  • Implementation and ongoing service

This process allows advisors to come up with a plan that works for each client. Most of the money managed by advisors at the firm is invested in mutual funds, with some put into individual securities and cash. The firm also employs risk analysis techniques aimed at identifying downside volatility. To do this, the firm examines a number of factors, including the stated investment objective of the investment manager or mutual fund and the historical returns of the investment manager or fund.

Family Legacy, Inc.

Family Legacy is a fee-based firm serving individuals, high-net-worth individuals, pension and profit sharing plans, trusts, charitable organizations, estates and corporations. Clients must meet a minimum account size requirement of $250,000.

Some qualifications among the firm’s team includes six certified public accountants (CPAs), three certified financial planners (CFPs) and three personal financial specialists (PFSs). 

Family Legacy’s advisory fees include asset-based fees and fixed fees.

Family Legacy Background

Founded by William W. Brown and owned by Christopher A. Brown, Family Legacy began operations in 1995. Collectively, the father and son oversee the firm’s portfolio management, pension consulting, financial planning and consultation services. 

Family Legacy Investment Strategy 

Family Legacy says on its firm brochure that it holds securities over the long-term, while seeking capital appreciation to create sustainable growth. 

For individually managed accounts, Family Leagacy assumes a conservative investment approach that emphasizes the use of high-yielding stocks and other large-cap stocks. The firm also uses mid-cap stocks, but to a lesser degree. The firm invests in government bonds, preferred stocks, exchange-traded funds (ETFs), real estate investment trusts (REITs) and other securities to achieve greater diversification. 

Hanover Advisors, Inc.

Hanover Advisors is a fee-only advisory firm that works with hundreds of individual clients, both with and without high net worths. The firm also advises pension and profit-sharing plans, a charitable organization, corporations and other businesses. Hanover Advisors does not have a set account minimum. 

As a fee-only firm, Hanover Advisors generates revenue solely from the fees that it charges clients, not commissions that third-party firms pay for recommending certain products and services. 

Hanover Advisors Background

Hanover Advisors has been in business providing investment advisory services since 1989. Stephen F. Molyneaux, the firm's principal owner, has spent over 20 years working in the investment industry.

The firm offers discretionary portfolio management, financial planning and pension consulting services. 

Hanover Group Investment Strategy

Like many other firms, Hanover Group advisors start off relationships with new clients by determining their investment objectives, risk tolerance and any other relevant information that may impact their portfolio and investment choices. 

The firm will then customize the client's portfolio according to their objectives and risk tolerance using stocks, bonds, exchange-traded funds (ETFs), mutual funds, closed-end funds and option securities. The firm bases portfolio decisions on fundamental analysis and modern portfolio theory, which uses diversification to seek maximum returns for a given level of risk.

WCM Global Wealth, LLC

Fee-only firm WCM Global Wealth serves individuals, high-net-worth individuals, pooled investment vehicles, charitable organizations and retirement plans. Its small staff of advisors includes one certified financial planner (CFP) and one chartered financial analyst (CFA). 

The firm requires an account minimum of $250,000 for prospective clients, and it charges asset-based fees, fixed fees and performance-based fees for its advisory services. 

WCM Global Wealth Background

Wholly-owned by Erik C. Weir, WCM mainly provides investment advisory and financial planning services to its clients. The firm’s financial planning process has multiple stages, including goal identification, plan development and plan implementation. 

The firm was formed in 2011. 

WCM Global Wealth Investment Strategy

In making investment decisions, WCM utilizes an array of strategies, including buy and hold, equity strategies, fundamental value, growth investment strategies, hedging, leverage, relative value and short selling

The firm also studies securities using fundamental, technical, quantitative and qualitative methods of analysis. 

Goepper Burkhardt LLC

Goepper Burkhardt, a fee-only advisor, rounds out our list of the top firms in Greenville. The firm's team includes one certified financial planners (CFPs), one certified public accountant (CPA) and a personal financial specialist (PFS).

The firm charges asset-based fees for investment management services, but may charge hourly fees when advising certain clients. 

There is a minimum account size of $1 million or a minimum monthly fee of $750. Clients are primarily high-net-worth individuals, although the firm also works with one charitable organization and some individuals without high net worths. 

Goepper Burkhardt  Background

Goepper Burkhardt was founded in 2003. The firm has two partners: W. Dant Goepper and J. Bland Burkhardt III.

Services offered by the firm include wealth management, portfolio management and comprehensive retirement planning. The firm does not offer portfolio management and retirement planning as separate services, believing each one to be critical to the success of the other.

Goepper Burkhardt Investment Strategy

The firm comes up with an investment plan for each client based on their individual circumstances, including investment time horizon, risk tolerance, asset allocation parameters, investment restrictions and cash flow requirements. 

Almost 80% of the assets managed by the firm are in exchange-traded securities. They invest the remaining client assets in non-exchange-traded securities, cash and cash equivalents, as well as bonds.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.