Firms by city
Registered investment advisers in Greenville, SC
17 SEC-registered advisers headquartered in Greenville, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
17 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Foster Victor Wealth Advisors | Greenville, SC | $2.64B |
| Fiduciary Alliance | Greenville, SC | $2.53B |
| Discipline Wealth Solutions | Greenville, SC | $747M |
| Wealth Management Advisors | Greenville, SC | $686M |
| Global View Investment Advisors | Greenville, SC | $554M |
| Match Grade Advisors | Greenville, SC | $479M |
| Hardin Capital Partners | Greenville, SC | $448M |
| PrimeTRUST Advisors | Greenville, SC | $422M |
| Goepper Burkhardt | Greenville, SC | $380M |
| Family Legacy | Greenville, SC | $377M |
| Norris Financial Group | Greenville, SC | $353M |
| BCA Private Wealth | Greenville, SC | $317M |
| Resolute Capital | Greenville, SC | $301M |
| JFA Advisors | Greenville, SC | $175M |
| Burgess Investment Group | Greenville, SC | $147M |
| Smith, Brian David | Greenville, SC | $133M |
| Idle Hill Advisors | Greenville, SC | $107M |
- Headquarters
- Greenville, SC
- Regulatory AUM
- $2.64B
- Headquarters
- Greenville, SC
- Regulatory AUM
- $2.53B
- Headquarters
- Greenville, SC
- Regulatory AUM
- $747M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $686M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $554M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $479M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $448M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $422M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $380M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $377M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $353M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $317M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $301M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $175M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $147M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $133M
- Headquarters
- Greenville, SC
- Regulatory AUM
- $107M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Greenville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in South Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.