{ "path": "/advisors/sc/greenville/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/sc/greenville/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Greenville, SC", "filters": {}, "scope_total": 34, "faq": [ { "q": "Which financial advisors in Greenville, SC work with high-net-worth individuals?", "a": "34 investment advisory firms with a principal office in the Greenville metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Greenville, SC?", "a": "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." }, { "q": "How many fee-only financial advisors are in Greenville, SC?", "a": "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." }, { "q": "How many financial advisors in Greenville, SC offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Greenville, SC fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 34 investment advisory firms with a principal office in the Greenville metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Greenville has 45 investment advisory firms with a principal office in the metro area as of October 2026: 23 SEC-registered, 21 state-registered, and 1 exempt reporting adviser. 14 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 21 report under $100 million in regulatory assets under management. The metro area has 383,842 households, 34,732 of them with income of $200,000 or more, or 772 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Greenville, SC: 34 firms from Form ADV filings as of October 2026.", "total_firms": 34, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 20, "state": 14, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 12 }, { "code": "percentage_of_aum", "count": 34 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 22 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 2 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 7 }, { "code": "5_to_9", "count": 12 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 5 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 11 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 158753, "name": "Advanced Planning, Inc.", "name_as_filed": "ADVANCED PLANNING, INC.", "url": "https://advisorcensus.com/firm/advanced-planning-inc-greenville-sc-158753", "city": "Greenville", "state": "SC", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 172417, "name": "Altamont Advisors LLC", "name_as_filed": "ALTAMONT ADVISORS LLC", "url": "https://advisorcensus.com/firm/altamont-advisors-llc-travelers-rest-sc-172417", "city": "Travelers Rest", "state": "SC", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 140913, "name": "BCA Private Wealth, Inc.", "name_as_filed": "BCA PRIVATE WEALTH, INC.", "url": "https://advisorcensus.com/firm/bca-private-wealth-inc-greenville-sc-140913", "city": "Greenville", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152149, "name": "Capital Focus, Inc.", "name_as_filed": "CAPITAL FOCUS, INC.", "url": "https://advisorcensus.com/firm/capital-focus-inc-greenville-sc-152149", "city": "Greenville", "state": "SC", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343115, "name": "Clocktower Private Wealth", "name_as_filed": "CLOCKTOWER PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/clocktower-private-wealth-simpsonville-sc-343115", "city": "Simpsonville", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148844, "name": "Continuum Wealth Management, LLC", "name_as_filed": "CONTINUUM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844", "city": "Greenville", "state": "SC", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318698, "name": "DBA Big Money Retirement and Big Retirement", "name_as_filed": "DBA BIG MONEY RETIREMENT AND BIG RETIREMENT", "url": "https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315846, "name": "Discipline Wealth Solutions, Inc.", "name_as_filed": "DISCIPLINE WEALTH SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/discipline-wealth-solutions-inc-greenville-sc-315846", "city": "Greenville", "state": "SC", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110945, "name": "Family Legacy, Inc.", "name_as_filed": "FAMILY LEGACY, INC.", "url": "https://advisorcensus.com/firm/family-legacy-inc-greenville-sc-110945", "city": "Greenville", "state": "SC", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325661, "name": "Fiduciary Organization, LLC", "name_as_filed": "FIDUCIARY ORGANIZATION, LLC", "url": "https://advisorcensus.com/firm/fiduciary-organization-llc-greenville-sc-325661", "city": "Greenville", "state": "SC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283656, "name": "Foster Victor", "name_as_filed": "FOSTER VICTOR", "url": "https://advisorcensus.com/firm/foster-victor-greenville-sc-283656", "city": "Greenville", "state": "SC", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145499, "name": "Global View Investment Advisors, LLC", "name_as_filed": "GLOBAL VIEW INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499", "city": "Greenville", "state": "SC", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127896, "name": "Goepper Burkhardt LLC", "name_as_filed": "GOEPPER BURKHARDT LLC", "url": "https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896", "city": "Greenville", "state": "SC", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309954, "name": "Greenville Capital", "name_as_filed": "GREENVILLE CAPITAL", "url": "https://advisorcensus.com/firm/greenville-capital-greenville-sc-309954", "city": "Greenville", "state": "SC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153023, "name": "Hardin Capital Partners, LLC", "name_as_filed": "HARDIN CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hardin-capital-partners-llc-greenville-sc-153023", "city": "Greenville", "state": "SC", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317040, "name": "Idle Hill Advisors LLC", "name_as_filed": "IDLE HILL ADVISORS LLC", "url": "https://advisorcensus.com/firm/idle-hill-advisors-llc-greenville-sc-317040", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286436, "name": "Intelligent Investing", "name_as_filed": "INTELLIGENT INVESTING", "url": "https://advisorcensus.com/firm/intelligent-investing-greenville-sc-286436", "city": "Greenville", "state": "SC", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144039, "name": "J. Freeman & Associates", "name_as_filed": "J. FREEMAN & ASSOCIATES", "url": "https://advisorcensus.com/firm/j-freeman-and-associates-greenville-sc-144039", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304253, "name": "Jehm Wealth & Retirement, LLC", "name_as_filed": "JEHM WEALTH & RETIREMENT, LLC", "url": "https://advisorcensus.com/firm/jehm-wealth-and-retirement-llc-simpsonville-sc-304253", "city": "Simpsonville", "state": "SC", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 299181, "name": "Match Grade Advisors", "name_as_filed": "MATCH GRADE ADVISORS", "url": "https://advisorcensus.com/firm/match-grade-advisors-greenville-sc-299181", "city": "Greenville", "state": "SC", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291443, "name": "Matthews Wealth Management LLC", "name_as_filed": "MATTHEWS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/matthews-wealth-management-llc-greenville-sc-291443", "city": "Greenville", "state": "SC", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105977, "name": "Morgan Investments Inc", "name_as_filed": "MORGAN INVESTMENTS INC", "url": "https://advisorcensus.com/firm/morgan-investments-inc-greenville-sc-105977", "city": "Greenville", "state": "SC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129422, "name": "Norris Financial Group, LLC", "name_as_filed": "NORRIS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/norris-financial-group-llc-greenville-sc-129422", "city": "Greenville", "state": "SC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157908, "name": "Novus Advisors", "name_as_filed": "NOVUS ADVISORS", "url": "https://advisorcensus.com/firm/novus-advisors-greenville-sc-157908", "city": "Greenville", "state": "SC", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141625, "name": "Primetrust Advisors LLC", "name_as_filed": "PRIMETRUST ADVISORS LLC", "url": "https://advisorcensus.com/firm/primetrust-advisors-llc-greenville-sc-141625", "city": "Greenville", "state": "SC", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130223, "name": "Rogers Financial Advisory Group, LLC", "name_as_filed": "ROGERS FINANCIAL ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/rogers-financial-advisory-group-llc-greenville-sc-130223", "city": "Greenville", "state": "SC", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 156594, "name": "Taverik Capital, LLC", "name_as_filed": "TAVERIK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/taverik-capital-llc-greenville-sc-156594", "city": "Greenville", "state": "SC", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 284924, "name": "The Fiduciary Alliance", "name_as_filed": "THE FIDUCIARY ALLIANCE", "url": "https://advisorcensus.com/firm/the-fiduciary-alliance-greenville-sc-284924", "city": "Greenville", "state": "SC", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": 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