City
Wealth management firms in Greer, South Carolina
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Greer, South Carolina reported $688.8 million in regulatory assets under management; the largest by assets was Wealth Intelligently Navigated, LLC, with $532.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $688.8 million
- Average per firm
- $137.8 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealth Intelligently Navigated, LLC | SEC | $532.9 million | 1,552 |
| 2 | Van Der Noord Financial Advisors, Inc. | SEC | $152.0 million | 372 |
| 3 | Anderson Wealth Management, Inc. | State | $3.9 million | 37 |
| 4 | Angelroyce Wealth Advisors, LLC | State | $0 | 0 |
| 5 | Stella Maris Wealth | State | $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.