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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in SC, GREENVILLE
30 advisers found
THE FIDUCIARY ALLIANCE
Greenville, SC
AUM
$2.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
864-385-7999
DISCIPLINE WEALTH SOLUTIONS, INC.
Greenville, SC
AUM
$746.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-322-6046
WEALTH MANAGEMENT ADVISORS, LLC
Greenville, SC
AUM
$686.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
864-236-4706
GLOBAL VIEW INVESTMENT ADVISORS, LLC
Greenville, SC
AUM
$553.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
864-272-0818
MATCH GRADE ADVISORS
Greenville, SC
AUM
$479.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
864-250-0661
HARDIN CAPITAL PARTNERS, LLC
Greenville, SC
AUM
$447.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
864-252-4200
PRIMETRUST ADVISORS LLC
Greenville, SC
AUM
$421.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-552-4020
GOEPPER BURKHARDT LLC
Greenville, SC
AUM
$380.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
864-370-3244
FAMILY LEGACY, INC.
Greenville, SC
AUM
$377.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(864) 233-0808
NORRIS FINANCIAL GROUP, LLC
Greenville, SC
AUM
$353.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-235-6408
BCA PRIVATE WEALTH, INC.
Greenville, SC
AUM
$317.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-322-6046
TRUNORTH ADVISORS
Greenville, SC
AUM
$300.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
(864) 800-1831
J. FREEMAN & ASSOCIATES
Greenville, SC
AUM
$175.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
864-331-4400
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
Greenville, SC
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
864-920-3155
V.M. MANNING & CO., INC.
Greenville, SC
AUM
$133.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
864-232-8231
SOUTHEAST FINANCIAL ADVISORS
Greenville, SC
AUM
$133.0M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
864-284-6511
IDLE HILL ADVISORS LLC
Greenville, SC
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
864-297-6125
TAVERIK CAPITAL, LLC
Greenville, SC
AUM
$97.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
864-967-9838
NOVUS ADVISORS
Greenville, SC
AUM
$91.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
864-272-3579
INTELLIGENT INVESTING
Greenville, SC
AUM
$54.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
864-679-0500
ADVANCED PLANNING, INC.
Greenville, SC
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
864-242-1914
ROGERS FINANCIAL ADVISORY GROUP, LLC
Greenville, SC
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
864-250-1376
GREENVILLE CAPITAL
Greenville, SC
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
864-979-0000
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