Falists

South Carolina · 33 advisers

Financial Advisors in Greenville, South Carolina

Looking for a financial advisor in Greenville, South Carolina? Falists indexes 33 SEC-registered and state-registered investment advisers in Greenville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 32 firms list a website you can visit directly. Firms in this directory manage up to $2.64B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

33

With website

32

Largest AUM

$2.64B

Financial planning

27

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth30Planning27Trusts28Retirement15Institutional14

Top advisors in Greenville

Ranked by AUM · Fees, team & specialties at a glance

View all 33 →

FOSTER VICTOR

Greenville, SC

AUM

$2.64B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

18 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

(864) 720-2000

Full profileVisit site →
View all 33 advisors in Greenville

More cities in South Carolina

Charleston (37)Columbia (22)Mount Pleasant (19)Bluffton (12)Mt. Pleasant (10)Daniel Island (7)Fort Mill (6)Myrtle Beach (6)Rock Hill (6)Aiken (5)Spartanburg (5)Summerville (5)

Common questions

How many financial advisors are in Greenville, South Carolina?
33 registered investment advisers are listed in our Greenville directory, sourced from public SEC filings.
What types of advisors are in Greenville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Greenville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.