AdvisorCensus / Financial advisors / South Carolina / Greenville, SC / New firms

New investment advisory firms in Greenville, SC

7 investment advisory firms in Greenville, SC first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Greenville, SC · Atom feed · How this list is built

October 2026 (2)

Firm	Location	Registration
Clocktower Private Wealth	Simpsonville, SC	State-registered investment adviser
Professional Planning & Wealth	Greenville, SC	SEC-registered investment adviser

July 2026 (1)

Firm	Location	Registration
Southeast Financial Advisors	Greenville, SC	SEC-registered investment adviser

April 2026 (1)

Firm	Location	Registration
Wealth Intelligently Navigated, LLC	Greer, SC	SEC-registered investment adviser

March 2026 (2)

Firm	Location	Registration
Idle Hill Advisors LLC	Greenville, SC	SEC-registered investment adviser
J. Freeman & Associates	Greenville, SC	SEC-registered investment adviser

February 2026 (1)

Firm	Location	Registration
DBA Big Money Retirement and Big Retirement	Greenville, SC	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

Cite this page

AdvisorCensus. New investment advisory firms in Greenville, SC. https://advisorcensus.com/advisors/sc/greenville/new-firms
https://advisorcensus.com/advisors/sc/greenville/new-firms