AdvisorCensus / Financial advisors / South Carolina / Greenville, SC / Branch offices
Advisory firms with an office in Greenville, SC, headquartered elsewhere
75 investment advisory firms with a principal office outside the Greenville, SC metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Clemson, SC | Nashville, TN | SEC-registered investment adviser |
| A.G.P / Alliance Global Partners | Clemson, SC | Westport, CT | SEC-registered investment adviser |
| Abacus Planning Group, Inc. | Greenville, SC | Columbia, SC | SEC-registered investment adviser |
| Advisory Services Network | Greenville, SC | Atlanta, GA | SEC-registered investment adviser |
| Alphastar Capital Management | Greenville, SC | Cornelius, NC | SEC-registered investment adviser |
| Altitude Capital Management LLC | Anderson, SC | Des Moines, IA | SEC-registered investment adviser |
| Apollon Financial, LLC | Greenville, SC | Mount Pleasant, SC | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Greenville, SC | Dallas, TX | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Greenville, SC | Chicago, IL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Greenville, SC | Newport Beach, CA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Greenville, SC | Reno, NV | SEC-registered investment adviser |
| Benjamin F. Edwards Wealth Management, LLC | Six Mile, SC | St. Louis, MO | SEC-registered investment adviser |
| BFC Planning, Inc. | Greenville, SC | Cedar Rapids, IA | SEC-registered investment adviser |
| C-III Investment Management LLC | Greenville, SC | New York, NY | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Anderson, SC | Glen Allen, VA | SEC-registered investment adviser |
| Captrust | Greenville, SC | Raleigh, NC | SEC-registered investment adviser |
| Cary Street Partners | Greenville, SC | Richmond, VA | SEC-registered investment adviser |
| Colarion | Greenville, SC | Mountain Brook, AL | SEC-registered investment adviser |
| Colonial Trust Advisors, Inc. | Greenville, SC | Spartanburg, SC | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Anderson, SC | Tampa, FL | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Greenville, SC | Woodbury, NY | SEC-registered investment adviser |
| Cookson Peirce Wealth Management | Greenville, SC | Pittsburgh, PA | SEC-registered investment adviser |
| Cornerstone Wealth | Greenville, SC | Huntersville, NC | SEC-registered investment adviser |
| Creekmur Asset Management, LLC | Greenville, SC | Morton, IL | SEC-registered investment adviser |
| Cultivation Capital, LLC | Greenville, SC | St. Louis, MO | SEC-registered investment adviser |
| Delta Investment Management, LLC | Greenville, SC | San Francisco, CA | SEC-registered investment adviser |
| Diversify Advisory Services, LLC | Greenville, SC | South Jordan, UT | SEC-registered investment adviser |
| Edward Jones | Greenville, SC | St. Louis, MO | SEC-registered investment adviser |
| First Citizens Asset Management, Inc | Anderson, SC | Raleigh, NC | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Greenville, SC | Raleigh, NC | SEC-registered investment adviser |
| Fortis Capital Advisors, LLC | Greenville, SC | Prairie Village, KS | SEC-registered investment adviser |
| Fortress Private Ledger, LLC | Greenville, SC | Raleigh, NC | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Greenville, SC | Springfield, MO | SEC-registered investment adviser |
| Godsey & Gibb Wealth Management | Greenville, SC | Richmond, VA | SEC-registered investment adviser |
| Good Life Advisors, LLC | Greenville, SC | Celebration, FL | SEC-registered investment adviser |
| Gradient Wealth Management | Greenville, SC | Arden Hills, MN | SEC-registered investment adviser |
| Greenwood Capital Associates, LLC | Greenville, SC | Greenwood, SC | SEC-registered investment adviser |
| HB Wealth | Greenville, SC | Atlanta, GA | SEC-registered investment adviser |
| Hobbs Group Advisors LLC | Greenville, SC | Columbia, SC | SEC-registered investment adviser |
| Horizons Wealth Management | Greenville, SC | Asheville, NC | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Greenville, SC | Conshohocken, PA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Clemson, SC | Charlotte, NC | SEC-registered investment adviser |
| Innovative Private Wealth Management Inc. | Greenville, SC | Somers, NY | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Greenville, SC | Dallas, TX | SEC-registered investment adviser |
| Island Investment Management LLC | Greenville, SC | New York, NY | SEC-registered investment adviser |
| Keen Capital, Ltd | Greenville, SC | Chapin, SC | SEC-registered investment adviser |
| Kendall Capital Management | Greenville, SC | Rockville, MD | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Greenville, SC | Austin, TX | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Greenville, SC | San Diego, CA | SEC-registered investment adviser |
| Koss-Olinger Consulting, LLC. | Greenville, SC | Gainesville, FL | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Greenville, SC | San Diego, CA | SEC-registered investment adviser |
| Mariner | Greenville, SC | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Greenville, SC | Winter Park, FL | SEC-registered investment adviser |
| Means Wealth Management | Greenville, SC | Bangor, ME | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Travelers Rest, SC | Dallas, TX | SEC-registered investment adviser |
| Newedge Advisors | Greenville, SC | New Orleans, LA | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Greenville, SC | Birmingham, AL | SEC-registered investment adviser |
| Osaic Advisory Services, LLC | Greenville, SC | Atlanta, GA | SEC-registered investment adviser |
| Oxford Wealth Group, LLC | Greenville, SC | Orlando, FL | SEC-registered investment adviser |
| Prota Financial | Greenville, SC | Houston, TX | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Greenville, SC | Kentwood, MI | SEC-registered investment adviser |
| Savant Wealth Management | Clinton, SC | Rockford, IL | SEC-registered investment adviser |
| Seacrest Wealth Management, LLC | Greenville, SC | Purchase, NY | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Simpsonville, SC | Troy, MI | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Greenville, SC | Jackson, TN | SEC-registered investment adviser |
| Southstate Private Capital Management LLC | Greenville, SC | Columbia, SC | SEC-registered investment adviser |
| Strategic Blueprint, LLC | Clemson, SC | Atlanta, GA | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Greenville, SC | New York, NY | SEC-registered investment adviser |
| The Wealth Boutique | Greenville, SC | Chester, NJ | SEC-registered investment adviser |
| Trek Financial | Greenville, SC | Scottsdale, AZ | SEC-registered investment adviser |
| Trustmont Advisory Group, Inc. | Mauldin, SC | Greensburg, PA | SEC-registered investment adviser |
| United Capital Financial Advisors | Anderson, SC | Irving, TX | SEC-registered investment adviser |
| Vestia Personal Wealth Advisors | Simpsonville, SC | Fort Wayne, IN | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Greenville, SC | Cincinnati, OH | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Anderson, SC | Plymouth, MN | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Greenville, SC on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Oasis Wealth Planning Advisors | Greensville, SC | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Greenville, SC, headquartered elsewhere. https://advisorcensus.com/advisors/sc/greenville/branch-offices https://advisorcensus.com/advisors/sc/greenville/branch-offices