Investment advisers in Greenville, SC
20 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Foster Victor | $2.64 billion | 42 | 0 |
| The Fiduciary Alliance | $2.53 billion | 76 | 0 |
| Discipline Wealth Solutions, Inc. | $746.7 million | 18 | 0 |
| Wealth Management Advisors, LLC | $686.1 million | 10 | 0 |
| Global View Investment Advisors, LLC | $553.8 million | 8 | 0 |
| Match Grade Advisors | $479.4 million | 8 | 0 |
| Hardin Capital Partners, LLC | $447.8 million | 3 | 0 |
| Primetrust Advisors LLC | $421.6 million | 3 | 2 |
| Goepper Burkhardt LLC | $380.3 million | 5 | 0 |
| Family Legacy, Inc. | $377.3 million | 10 | 0 |
| Norris Financial Group, LLC | $353.0 million | 6 | 0 |
| Bca Private Wealth, Inc. | $317.3 million | 5 | 0 |
| Trunorth Advisors | $300.8 million | 31 | 2 |
| J. Freeman & Associates | $175.0 million | 2 | 0 |
| Dba Big Money Retirement and Big Retirement | $147.1 million | 26 | 0 |
| Southeast Financial Advisors | $133.0 million | 2 | 0 |
| Idle Hill Advisors LLC | $107.5 million | 7 | 2 |
| Taverik Capital, LLC | $97.5 million | 10 | 0 |
| Novus Advisors | $91.3 million | 5 | 0 |
| Matty Ai Inc. | $39,330 | 2 | 0 |