City
Wealth management firms in Greenville, South Carolina
As of October 2, 2026, 38 wealth management firms, including broker-dealer firms, with their main office in Greenville, South Carolina reported $10.6 billion in regulatory assets under management; the largest by assets was Foster Victor, with $2.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 38
- Regulatory assets under management
- $10.6 billion
- Average per firm
- $279.4 million
- SEC-registered, of those listed
- 19 of 38 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Foster Victor | SEC | $2.6 billion | 6,830 |
| 2 | The Fiduciary Alliance | SEC | $2.5 billion | 9,155 |
| 3 | Discipline Wealth Solutions, Inc. | SEC | $746.7 million | 1,900 |
| 4 | Wealth Management Advisors, LLC | SEC | $686.1 million | 1,268 |
| 5 | Global View Investment Advisors, LLC | SEC | $553.8 million | 1,656 |
| 6 | Hardin Capital Partners, LLC | SEC | $447.8 million | 1,330 |
| 7 | Goepper Burkhardt LLC | SEC | $380.3 million | 824 |
| 8 | Family Legacy, Inc. | SEC | $377.3 million | 650 |
| 9 | Norris Financial Group, LLC | SEC | $353.0 million | 894 |
| 10 | Bca Private Wealth, Inc. | SEC | $317.3 million | 1,367 |
| 11 | Trunorth Advisors | SEC | $300.8 million | 2,435 |
| 12 | J. Freeman & Associates Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $175.0 million | 367 |
| 13 | Cornerstone Alternatives | SEC | $159.4 million | 423 |
| 14 | DBA Big Money Retirement and Big Retirement | SEC | $147.1 million | 864 |
| 15 | Southeast Financial Advisors | SEC | $133.0 million | 656 |
| 16 | Idle Hill Advisors LLC | SEC | $107.5 million | 819 |
| 17 | Novus Advisors | SEC | $91.3 million | 377 |
| 18 | Intelligent Investing | State | $54.3 million | 126 |
| 19 | Morgan Investments Inc | State | $49.6 million | 68 |
| 20 | Advanced Planning, Inc. | State | $48.8 million | 380 |
| 21 | Altamont Advisors LLC | State | $46.0 million | 105 |
| 22 | Continuum Wealth Management, LLC | State | $45.5 million | 101 |
| 23 | Rogers Financial Advisory Group, LLC | State | $42.9 million | 187 |
| 24 | Greenville Capital | State | $40.2 million | 138 |
| 25 | Matthews Wealth Management LLC | State | $39.3 million | 256 |
| 26 | Olympia Advisors LLC | State | $33.8 million | 33 |
| 27 | Capital Focus, Inc. | State | $16.3 million | 32 |
| 28 | Money Poole...Solutions for Life, LLC | State | $15.4 million | 101 |
| 29 | Fiduciary Organization, LLC | State | $14.8 million | 161 |
| 30 | Wolff Financial | State | $11.5 million | 73 |
| 31 | Thomas Smith and Associates, Inc. | State | $11.5 million | 5 |
| 32 | Matty AI Inc. | SEC | $39,330 | 135 |
| 33 | Alloy Investment Management | State | $0 | 0 |
| 34 | First There Financial | State | $0 | 0 |
| 35 | Hedaya Financial LLC | State | $0 | 0 |
| 36 | Insight Tax & Finance LLC | State | $0 | 0 |
| 37 | Mosaic Wealth Strategies LLC | State | $0 | 0 |
| 38 | Professional Planning & Wealth | SEC | $0 | 0 |
Wealth management firms in South Carolina, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.