# Financial advisors in Greenville, SC

> AdvisorCensus lists 45 investment advisory firms with a principal office in the Greenville metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/sc/greenville

## At a glance

- Investment advisory firms: 45
- Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 21, Exempt reporting adviser: 1
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 14 (32%); Percentage of assets 40 (91%); Hourly charges 21 (48%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 27 (61%); Commissions 2 (5%); Performance-based fees 4 (9%); Other 4 (9%); No compensation arrangements reported 1
- Regulatory assets under management (Item 5.F): Under $25 million 10 (22%); $25 million to $100 million 11 (24%); $100 million to $500 million 13 (29%); $500 million to $1 billion 4 (9%); $1 billion to $5 billion 2 (4%); Not reported 5 (11%)
- Years registered: Under 5 years 14 (31%); 5 to 9 years 14 (31%); 10 to 19 years 11 (24%); 20 years or more 6 (13%)

## Firms (page 1 of 1, 1 to 45 of 45, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Advanced Planning, Inc.](https://advisorcensus.com/firm/advanced-planning-inc-greenville-sc-158753) ([md](https://advisorcensus.com/firm/advanced-planning-inc-greenville-sc-158753.md)) | 158753 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee, Commissions |
| [Alloy Investment Management](https://advisorcensus.com/firm/alloy-investment-management-greenville-sc-306227) ([md](https://advisorcensus.com/firm/alloy-investment-management-greenville-sc-306227.md)) | 306227 | Greenville, SC | State-registered investment adviser | Not reported | 6 | Other |
| [Altamont Advisors LLC](https://advisorcensus.com/firm/altamont-advisors-llc-travelers-rest-sc-172417) ([md](https://advisorcensus.com/firm/altamont-advisors-llc-travelers-rest-sc-172417.md)) | 172417 | Travelers Rest, SC | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly |
| [Angelroyce Wealth Advisors, LLC](https://advisorcensus.com/firm/angelroyce-wealth-advisors-llc-greenville-sc-159889) ([md](https://advisorcensus.com/firm/angelroyce-wealth-advisors-llc-greenville-sc-159889.md)) | 159889 | Greenville, SC | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee, Other |
| [Apex Capital Management LLC](https://advisorcensus.com/firm/apex-capital-management-llc-clemson-sc-281561) ([md](https://advisorcensus.com/firm/apex-capital-management-llc-clemson-sc-281561.md)) | 281561 | Clemson, SC | State-registered investment adviser | Not reported | 22 | % of assets, Hourly, Performance fee |
| [Azalea Capital](https://advisorcensus.com/firm/azalea-capital-greenville-sc-164102) ([md](https://advisorcensus.com/firm/azalea-capital-greenville-sc-164102.md)) | 164102 | Greenville, SC | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee |
| [BCA Private Wealth, Inc.](https://advisorcensus.com/firm/bca-private-wealth-inc-greenville-sc-140913) ([md](https://advisorcensus.com/firm/bca-private-wealth-inc-greenville-sc-140913.md)) | 140913 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Capital Focus, Inc.](https://advisorcensus.com/firm/capital-focus-inc-greenville-sc-152149) ([md](https://advisorcensus.com/firm/capital-focus-inc-greenville-sc-152149.md)) | 152149 | Greenville, SC | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Clocktower Private Wealth](https://advisorcensus.com/firm/clocktower-private-wealth-simpsonville-sc-343115) ([md](https://advisorcensus.com/firm/clocktower-private-wealth-simpsonville-sc-343115.md)) | 343115 | Simpsonville, SC | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Continuum Wealth Management, LLC](https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844) ([md](https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844.md)) | 148844 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [DBA Big Money Retirement and Big Retirement](https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698) ([md](https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698.md)) | 318698 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Discipline Wealth Solutions, Inc.](https://advisorcensus.com/firm/discipline-wealth-solutions-inc-greenville-sc-315846) ([md](https://advisorcensus.com/firm/discipline-wealth-solutions-inc-greenville-sc-315846.md)) | 315846 | Greenville, SC | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Family Legacy, Inc.](https://advisorcensus.com/firm/family-legacy-inc-greenville-sc-110945) ([md](https://advisorcensus.com/firm/family-legacy-inc-greenville-sc-110945.md)) | 110945 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets, Fixed fee |
| [Fiduciary Organization, LLC](https://advisorcensus.com/firm/fiduciary-organization-llc-greenville-sc-325661) ([md](https://advisorcensus.com/firm/fiduciary-organization-llc-greenville-sc-325661.md)) | 325661 | Greenville, SC | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Foster Victor](https://advisorcensus.com/firm/foster-victor-greenville-sc-283656) ([md](https://advisorcensus.com/firm/foster-victor-greenville-sc-283656.md)) | 283656 | Greenville, SC | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee |
| [Global View Investment Advisors, LLC](https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499) ([md](https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499.md)) | 145499 | Greenville, SC | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly |
| [Goepper Burkhardt LLC](https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896) ([md](https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896.md)) | 127896 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [Greenville Capital](https://advisorcensus.com/firm/greenville-capital-greenville-sc-309954) ([md](https://advisorcensus.com/firm/greenville-capital-greenville-sc-309954.md)) | 309954 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Hardin Capital Partners, LLC](https://advisorcensus.com/firm/hardin-capital-partners-llc-greenville-sc-153023) ([md](https://advisorcensus.com/firm/hardin-capital-partners-llc-greenville-sc-153023.md)) | 153023 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Hydrazine Capital Management, LLC](https://advisorcensus.com/firm/hydrazine-capital-management-llc-greenville-sc-332160) ([md](https://advisorcensus.com/firm/hydrazine-capital-management-llc-greenville-sc-332160.md)) | 332160 | Greenville, SC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Idle Hill Advisors LLC](https://advisorcensus.com/firm/idle-hill-advisors-llc-greenville-sc-317040) ([md](https://advisorcensus.com/firm/idle-hill-advisors-llc-greenville-sc-317040.md)) | 317040 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Insight Tax & Finance LLC](https://advisorcensus.com/firm/insight-tax-and-finance-llc-greenville-sc-339377) ([md](https://advisorcensus.com/firm/insight-tax-and-finance-llc-greenville-sc-339377.md)) | 339377 | Greenville, SC | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Intelligent Investing](https://advisorcensus.com/firm/intelligent-investing-greenville-sc-286436) ([md](https://advisorcensus.com/firm/intelligent-investing-greenville-sc-286436.md)) | 286436 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [J. Freeman & Associates](https://advisorcensus.com/firm/j-freeman-and-associates-greenville-sc-144039) ([md](https://advisorcensus.com/firm/j-freeman-and-associates-greenville-sc-144039.md)) | 144039 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Jehm Wealth & Retirement, LLC](https://advisorcensus.com/firm/jehm-wealth-and-retirement-llc-simpsonville-sc-304253) ([md](https://advisorcensus.com/firm/jehm-wealth-and-retirement-llc-simpsonville-sc-304253.md)) | 304253 | Simpsonville, SC | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee, Commissions |
| [Match Grade Advisors](https://advisorcensus.com/firm/match-grade-advisors-greenville-sc-299181) ([md](https://advisorcensus.com/firm/match-grade-advisors-greenville-sc-299181.md)) | 299181 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Matthews Wealth Management LLC](https://advisorcensus.com/firm/matthews-wealth-management-llc-greenville-sc-291443) ([md](https://advisorcensus.com/firm/matthews-wealth-management-llc-greenville-sc-291443.md)) | 291443 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Matty AI Inc.](https://advisorcensus.com/firm/matty-ai-inc-greenville-sc-317016) ([md](https://advisorcensus.com/firm/matty-ai-inc-greenville-sc-317016.md)) | 317016 | Greenville, SC | SEC-registered investment adviser | Under $25 million | 4 | Other |
| [Morgan Investments Inc](https://advisorcensus.com/firm/morgan-investments-inc-greenville-sc-105977) ([md](https://advisorcensus.com/firm/morgan-investments-inc-greenville-sc-105977.md)) | 105977 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Norris Financial Group, LLC](https://advisorcensus.com/firm/norris-financial-group-llc-greenville-sc-129422) ([md](https://advisorcensus.com/firm/norris-financial-group-llc-greenville-sc-129422.md)) | 129422 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Novus Advisors](https://advisorcensus.com/firm/novus-advisors-greenville-sc-157908) ([md](https://advisorcensus.com/firm/novus-advisors-greenville-sc-157908.md)) | 157908 | Greenville, SC | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Prevailing Investment Advisors, LLC](https://advisorcensus.com/firm/prevailing-investment-advisors-llc-greenviille-sc-331722) ([md](https://advisorcensus.com/firm/prevailing-investment-advisors-llc-greenviille-sc-331722.md)) | 331722 | Greenviille, SC | State-registered investment adviser | Not reported | 1 | Other |
| [Primetrust Advisors LLC](https://advisorcensus.com/firm/primetrust-advisors-llc-greenville-sc-141625) ([md](https://advisorcensus.com/firm/primetrust-advisors-llc-greenville-sc-141625.md)) | 141625 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Professional Planning & Wealth](https://advisorcensus.com/firm/professional-planning-and-wealth-greenville-sc-342089) ([md](https://advisorcensus.com/firm/professional-planning-and-wealth-greenville-sc-342089.md)) | 342089 | Greenville, SC | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Rogers Financial Advisory Group, LLC](https://advisorcensus.com/firm/rogers-financial-advisory-group-llc-greenville-sc-130223) ([md](https://advisorcensus.com/firm/rogers-financial-advisory-group-llc-greenville-sc-130223.md)) | 130223 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Subscription |
| [Southeast Financial Advisors](https://advisorcensus.com/firm/southeast-financial-advisors-greenville-sc-121757) ([md](https://advisorcensus.com/firm/southeast-financial-advisors-greenville-sc-121757.md)) | 121757 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Taverik Capital, LLC](https://advisorcensus.com/firm/taverik-capital-llc-greenville-sc-156594) ([md](https://advisorcensus.com/firm/taverik-capital-llc-greenville-sc-156594.md)) | 156594 | Greenville, SC | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Performance fee |
| [The Fiduciary Alliance](https://advisorcensus.com/firm/the-fiduciary-alliance-greenville-sc-284924) ([md](https://advisorcensus.com/firm/the-fiduciary-alliance-greenville-sc-284924.md)) | 284924 | Greenville, SC | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Thomas Smith and Associates, Inc.](https://advisorcensus.com/firm/thomas-smith-and-associates-inc-greenville-sc-126810) ([md](https://advisorcensus.com/firm/thomas-smith-and-associates-inc-greenville-sc-126810.md)) | 126810 | Greenville, SC | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [Trunorth Advisors](https://advisorcensus.com/firm/trunorth-advisors-greenville-sc-304558) ([md](https://advisorcensus.com/firm/trunorth-advisors-greenville-sc-304558.md)) | 304558 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Van DER Noord Financial Advisors, Inc.](https://advisorcensus.com/firm/van-der-noord-financial-advisors-inc-greer-sc-135556) ([md](https://advisorcensus.com/firm/van-der-noord-financial-advisors-inc-greer-sc-135556.md)) | 135556 | Greer, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Wealth Intelligently Navigated, LLC](https://advisorcensus.com/firm/wealth-intelligently-navigated-llc-greer-sc-340998) ([md](https://advisorcensus.com/firm/wealth-intelligently-navigated-llc-greer-sc-340998.md)) | 340998 | Greer, SC | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Wealth Management Advisors, LLC](https://advisorcensus.com/firm/wealth-management-advisors-llc-greenville-sc-171260) ([md](https://advisorcensus.com/firm/wealth-management-advisors-llc-greenville-sc-171260.md)) | 171260 | Greenville, SC | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Wolff Financial](https://advisorcensus.com/firm/wolff-financial-greenville-sc-314116) ([md](https://advisorcensus.com/firm/wolff-financial-greenville-sc-314116.md)) | 314116 | Greenville, SC | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Yellow Oak Financial Planning, LLC](https://advisorcensus.com/firm/yellow-oak-financial-planning-llc-simpsonville-sc-338146) ([md](https://advisorcensus.com/firm/yellow-oak-financial-planning-llc-simpsonville-sc-338146.md)) | 338146 | Simpsonville, SC | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Greenville, SC?**
AdvisorCensus lists 45 investment advisory firms with a principal office in the Greenville metro area, from Form ADV filings as of October 2026: 23 SEC-registered, 21 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Greenville, SC?**
14 of the 45 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Greenville, SC offer financial planning?**
37 of the 44 firms in Greenville, SC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Greenville, SC fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in South Carolina](https://advisorcensus.com/advisors/sc) (https://advisorcensus.com/advisors/sc.md)
- [Financial advisors in Greenville, SC](https://advisorcensus.com/advisors/sc/greenville) (https://advisorcensus.com/advisors/sc/greenville.md)
- [Fee-only financial advisors in Greenville, SC](https://advisorcensus.com/advisors/sc/greenville/fee-only) (https://advisorcensus.com/advisors/sc/greenville/fee-only.md)
- [Flat-fee financial advisors in Greenville, SC](https://advisorcensus.com/advisors/sc/greenville/flat-fee) (https://advisorcensus.com/advisors/sc/greenville/flat-fee.md)
- [Hourly financial advisors in Greenville, SC](https://advisorcensus.com/advisors/sc/greenville/hourly) (https://advisorcensus.com/advisors/sc/greenville/hourly.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/sc/greenville.csv

Cite as: AdvisorCensus. Financial advisors in Greenville, SC: 45 firms from Form ADV filings as of October 2026.