The Best Financial Advisors in Greenville, SC

TruNorth Advisors enjoys a 4.9 rating from 164 reviews, praised for their transparent fee structure and holistic financial planning. Clients value their expertise in retirement wealth management. A downside is that some services may be limited compared to larger firms. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is holistic financial planning and retirement wealth management. It serves Greenville, SC, with $1,000 to $3,000 for flat fee services pricing, and the honest trade-offs are limited service offerings and smaller team.

Match Grade Advisors has a perfect rating of 5 from 29 reviews, with clients praising their tailored investment strategies. They are particularly noted for their attentive service and responsiveness. However, their smaller review count suggests they are still building a reputation. 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 custom investment strategies. It serves Greenville, SC, with $200 to $500 per hour pricing, and the honest trade-offs are limited reviews and smaller firm.

Blue Trust holds a perfect rating of 5 from 21 reviews, with clients appreciating their friendly staff and straightforward advice. They excel at helping clients understand complex financial concepts. However, their limited review base makes them a promising but unproven choice. 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 clear financial advice and education. It serves Greenville, SC, with $150 to $400 per hour pricing, and the honest trade-offs are limited reviews and newer firm.

PrimeTRUST Advisors has earned a 5 rating from 17 reviews, with clients praising their personalized service and detailed financial plans. They are best suited for those looking for dedicated attention in their financial matters. However, their limited client base raises questions about scalability. 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 personalized financial planning. It serves Greenville, SC, with $1,000 to $5,000 for comprehensive plans pricing, and the honest trade-offs are limited client base and potential scalability issues.

Global View Investment Advisors has a 4.7 rating from 25 reviews, with clients praising their global investment strategies and comprehensive financial assessments. They are ideal for clients interested in international markets. However, some clients noted that their communication could improve. 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 global investment strategies. It serves Greenville, SC, with 0.75% to 1.5% of assets under management pricing, and the honest trade-offs are communication issues reported and higher fees for international services.

Horizons Wealth Management has a strong 4.8 rating from 14 reviews, recognized for their comprehensive wealth management services. Clients appreciate their proactive approach to financial planning. However, their smaller team may limit the availability of services. 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 comprehensive wealth management. It serves Greenville, SC, with 1% of assets under management pricing, and the honest trade-offs are limited team size and potential availability issues.

Foster Victor boasts a perfect rating of 5 from 9 reviews, with clients commending their personalized attention and expertise in financial planning. They are ideal for clients seeking individualized service. However, their limited reviews may indicate a need for broader client feedback. 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 individualized financial planning. It serves Greenville, SC, with $200 to $400 per hour pricing, and the honest trade-offs are limited reviews and small firm.

Family Legacy, Inc. has a 5 rating from 4 reviews, praised for their focus on family wealth and legacy planning. Clients appreciate their personalized service and commitment to family values. However, their small review base suggests they are still establishing their presence. 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 wealth and legacy planning. It serves Greenville, SC, with $1,000 to $3,000 for legacy planning services pricing, and the honest trade-offs are very limited reviews and newer firm.

Parallel Financial holds a perfect rating of 5 from just 2 reviews, noted for their innovative financial strategies. They appeal to clients looking for modern approaches to wealth management. However, their extremely limited review count makes them a very new and untested option. 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 modern wealth management approaches. It serves Greenville, SC, with $200 to $500 per hour pricing, and the honest trade-offs are very limited reviews and new firm.