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.
33 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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