Financial Advisors · Greenville, SC/Updated June 13, 2026
The 10 Best Financial Advisors in Greenville, SC
Finding a trusted financial advisor in Greenville can be challenging, given the growing competition and a thin review base. Here’s a guide to the best options available.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceBIG Money Retirement
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Greenville-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In Greenville, the financial advisory market is still developing, with many providers having under 50 reviews. This means that while there are some highly rated firms, the overall trust is still forming among consumers. The competition is tight, especially with leaders like BIG Money Retirement and TruNorth Advisors setting the bar high with their extensive client feedback.
We evaluated ten financial advisors in the Greenville metro area, focusing on their ratings, review counts, and overall reputation. Each business was assessed based on real customer experiences, ensuring that our rankings reflect genuine service quality. Our list is updated monthly, with no business paying for placement.
10financial advisors evaluated in Greenville
4.94average rating across the field
517customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To identify the best financial advisors in Greenville, we collected data from various sources, including online reviews and customer testimonials. Each provider was rated on a scale from 0 to 100, with a focus on their Vetted Score, which accounts for both the quantity and quality of reviews.
Our rankings are based purely on merit, with a transparent scoring system that reflects real client experiences. We update this list monthly to ensure accuracy, and no financial advisor pays for their ranking, keeping our reviews impartial and trustworthy.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 stars from 212 reviews, BIG Money Retirement is a favorite among locals for retirement planning and investment strategies. Clients highlight their personalized service and approachable staff. They excel in retirement income strategies, though their focus primarily on retirement may not suit those seeking broader financial services.
TruNorth Advisors | Retirement Wealth Management Group holds an impressive 4.9-star rating from 182 reviews. Clients appreciate their comprehensive approach to wealth management and retirement planning. Their emphasis on value makes them an excellent choice for those looking to maximize their investments. However, their services may be less tailored for younger clients still building their portfolios.
Asset Preservation Wealth & Tax, Financial Advisors has a solid 5-star rating from 24 reviews. Clients praise their expertise in tax strategies and asset preservation methods. They are particularly well-suited for individuals looking to protect their wealth. However, with a smaller review base, their long-term track record remains to be seen.
Blue Trust holds a solid 5-star rating from 23 reviews, with clients noting their attentive service and strong financial advice. They are best for individuals seeking tailored financial strategies. However, with a limited number of reviews, their overall reliability is still developing. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial strategies. It serves Greenville, SC, with $100 to $250 per hour pricing, and the honest trade-offs are limited reviews for reliability.
PrimeTRUST Advisors has a 5-star rating from 17 reviews, with clients highlighting their knowledgeable staff and personalized investment strategies. They are suitable for those looking for detailed financial planning. However, the small review count leaves some uncertainty regarding their long-term client satisfaction. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is detailed financial planning. It serves Greenville, SC, with $150 to $300 per hour pricing, and the honest trade-offs are small review base raises questions.
Global View Investment Advisors holds a 4.7-star rating from 30 reviews. Clients appreciate their global investment perspective and solid advice. They are best for those interested in international investment opportunities. However, some clients find their approach less personal compared to other local firms. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is international investment opportunities. It serves Greenville, SC, with $150 to $300 per hour pricing, and the honest trade-offs are less personal approach.
Horizons Wealth Management has a 4.8-star rating from 14 reviews. Clients commend their approachable team and clear communication. They excel in helping clients understand complex financial concepts. However, their limited number of reviews may not fully reflect their capabilities. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is understanding complex financial concepts. It serves Greenville, SC, with $100 to $250 per hour pricing, and the honest trade-offs are limited reviews may not reflect capabilities.
Foster Victor holds a 5-star rating from 9 reviews, with clients appreciating their personalized service and attention to detail. They are suitable for those seeking a more intimate financial advisory experience. However, their limited number of reviews may leave potential clients wondering about their broader reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is intimate financial advisory experience. It serves Greenville, SC, with $150 to $300 per hour pricing, and the honest trade-offs are limited reviews for broader reliability.
Family Legacy, Inc. has a perfect 5-star rating from 4 reviews. Clients praise their family-oriented approach and financial planning services. They are ideal for families looking to secure their financial future. However, their very small review base may lead some to question their experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is family financial planning. It serves Greenville, SC, with $100 to $250 per hour pricing, and the honest trade-offs are very small review base raises questions.
Parallel Financial has a 5-star rating from 2 reviews. Clients appreciate their friendly service and initial consultations. They are best for those wanting to explore financial options with minimal commitment. However, with only two reviews, their long-term service quality remains uncertain. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is exploring financial options. It serves Greenville, SC, with $100 to $250 per hour pricing, and the honest trade-offs are very limited review base.
Selecting a financial advisor in Greenville requires careful consideration of several factors, including service area, response time, and state licensing. Here are key points to help you make an informed decision.
Evaluate their experience and specialization
Look for advisors who specialize in areas that align with your financial goals, such as retirement planning or wealth management.
Check their licensing and credentials
Ensure that your advisor is licensed in South Carolina and holds relevant certifications, which can indicate a higher level of professionalism.
Assess their communication style
Choose an advisor who communicates clearly and is responsive to your questions. Good communication is essential for a successful advisor-client relationship.
What it costs
What financial advisors cost in Greenville
Understanding the cost of financial advisory services in Greenville can help you budget effectively. Here’s a breakdown of typical pricing structures.
Hourly RateMost advisors charge between $150 to $400 per hour, depending on their experience and the complexity of your financial situation.
Flat FeesSome advisors offer flat fees for specific services, which can range from $1,000 to $5,000, depending on the scope of the engagement.
Percentage of Assets Under Management (AUM)Advisors typically charge 0.5% to 1% of AUM annually. This model aligns their interests with yours, as they benefit when your investments grow.
Retainer FeesA retainer model may cost between $2,000 to $10,000 annually, providing ongoing support and advice throughout the year.
Frequently asked questions
How much does financial advising cost in Greenville?
Pricing for financial advising services in Greenville varies, but you can expect to pay anywhere from $100 to $300 per hour, depending on the advisor's experience and the complexity of your financial needs.
What should I look for in a financial advisor?
Look for credentials, experience, and a strong reputation based on client reviews. In Greenville, prioritize advisors with numerous positive reviews and a solid track record.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Greenville residents: <strong>BIG Money Retirement</strong>
BIG Money Retirement is your best bet if you want a well-established firm with a strong reputation, especially for retirement planning. If you're looking for a more personalized touch, TruNorth Advisors | Retirement Wealth Management Group offers exceptional service with a focus on wealth management. For those with specific tax concerns, Asset Preservation Wealth & Tax, Financial Advisors shines, providing tailored strategies for preserving and growing your wealth.
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