Top 10 financial advisor firms in Greenville

15 SEC-registered financial advisor firms are headquartered in Greenville, SC, with $9.9B in combined regulatory assets under management. The largest by assets are Foster Victor Wealth Advisors ($2.64B), Fiduciary Alliance ($2.53B) and Discipline Wealth Solutions ($747M).

15
Financial advisor firms: $9.9B
Their combined AUM: $377M
Median firm AUM: 15,770
Clients of the top 10

The 10 largest by assets

1
Foster Victor Wealth Advisors
RIA
$2.64B
Regulatory AUM
2
Fiduciary Alliance
RIA
$2.53B
Up to 2.00% a year
3
Discipline Wealth Solutions
RIA
$747M
Regulatory AUM
4
Wealth Management Advisors
RIA
$686M
Regulatory AUM
5
Global View Investment Advisors
RIA
$554M
Up to 2.00% a year
6
Hardin Capital Partners
RIA
$448M
0.85% to 1.25% a year
7
Goepper Burkhardt
RIA
$380M
0.25% to 0.95% a year
8
Family Legacy
RIA
$377M
Regulatory AUM
9
Norris Financial Group
RIA
$353M
1.00% to 1.50%
10
BCA Private Wealth
RIA
$317M
0.48% to 1.65% a year

Profiles of the top 10

No. 1 · RIA

Foster Victor Wealth Advisors

Foster Victor Wealth Advisors is an investment adviser based in Greenville, SC, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.64 billion, as filed on 30 March 2026.

Regulatory AUM: $2.64B
Clients: 1,728
Advisory staff: 18
Founded: 2016
Custodians: Charles Schwab
Headquarters: 10 Toy Street, Suite 200, Greenville, SC 29601
Phone: 864-720-2000
Website: fostervictor.com

No. 2 · RIA

Fiduciary Alliance

Fiduciary Alliance is an investment adviser based in Greenville, SC, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and other investment advisers. Its regulatory assets under management total $2.53 billion, as filed on 4 September 2026.

Fiduciary Alliance charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $2.53B
Clients: 8,964
Advisory staff: 45
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 135 S Main St, Suite 600, Greenville, SC 29601
Phone: 864-385-7999
Website: fiduciaryalliance.org

No. 3 · RIA

Discipline Wealth Solutions

Discipline Wealth Solutions is an investment adviser based in Greenville, SC, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $747 million, as filed on 10 September 2026.

Regulatory AUM: $747M
Clients: 1,946
Advisory staff: 18
Custodians: Charles Schwab
Headquarters: 15 Halton Green Way, Greenville, SC 29607
Phone: 864-322-6046
Website: disciplinewealth.com

No. 4 · RIA

Wealth Management Advisors

Wealth Management Advisors is an investment adviser based in Greenville, SC, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $686 million, as filed on 16 March 2026.

Regulatory AUM: $686M
Clients: 739
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 3 Legacy Park Road, Suite A, Greenville, SC 29607
Phone: 864-236-4706
Website: wagnerwealthmanagement.com

No. 5 · RIA

Global View Investment Advisors

Global View Investment Advisors is an investment adviser based in Greenville, SC, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $554 million, as filed on 23 February 2026.

Global View Investment Advisors charges up to 2.00% a year for its Wealth management services.

Regulatory AUM: $554M
Clients: 585
Advisory staff: 4
Fee schedule: Up to 2.00% a year
Headquarters: 800 E Washington St, Suite A, Greenville, SC 29601
Phone: 864-272-0818
Website: globalviewinv.com

No. 6 · RIA

Hardin Capital Partners

Hardin Capital Partners is an investment adviser based in Greenville, SC, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $448 million, as filed on 22 July 2026.

Hardin Capital Partners charges 0.85%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $448M
Clients: 520
Advisory staff: 1
Founded: 2010
Fee schedule: 0.85% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1207 E. Washington Street, Greenville, SC 29601
Phone: 864-252-4200
Website: hardincapitalpartners.com

No. 7 · RIA

Goepper Burkhardt

Goepper Burkhardt is an investment adviser based in Greenville, SC, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $380 million, as filed on 23 March 2026.

Goepper Burkhardt charges 0.25%–0.95% a year for its Retirement Wealth Management Fees.

Regulatory AUM: $380M
Clients: 245
Advisory staff: 3
Founded: 2003
Fee schedule: 0.25% to 0.95% a year
Headquarters: 531 South Main Street, Suite 303, Greenville, SC 29601
Phone: 864-370-3244
Website: retireto.com

No. 8 · RIA

Family Legacy

Family Legacy is an investment adviser based in Greenville, SC, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $377 million, as filed on 14 July 2026.

Regulatory AUM: $377M
Clients: 257
Advisory staff: 10
Custodians: Fidelity, Charles Schwab
Headquarters: 900 Pendleton Street, Suite 200, Greenville, SC 29601
Phone: 864-233-0808
Website: familylegacyinc.com

No. 9 · RIA

Norris Financial Group

Norris Financial Group is an investment adviser based in Greenville, SC, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $353 million, as filed on 19 March 2026.

Norris Financial Group charges 1.00%–1.50% for its Advisor Managed Portfolios Program. The brochure does not state whether the rate is annual.

Regulatory AUM: $353M
Clients: 403
Advisory staff: 3
Founded: 1999
Fee schedule: 1.00% to 1.50%
Custodians: Pershing
Headquarters: 605 N. Main Street, Greenville, SC 29601
Phone: 864-235-6408
Website: norrisfinancialgroup.com

No. 10 · RIA

BCA Private Wealth

BCA Private Wealth is an investment adviser based in Greenville, SC, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $317 million, as filed on 18 February 2026.

BCA Private Wealth charges 0.48%–1.65% a year for its Asset Management Fees.

Regulatory AUM: $317M
Clients: 383
Advisory staff: 5
Fee schedule: 0.48% to 1.65% a year
Minimum account: $350,000
Custodians: Charles Schwab, Axos Clearing
Headquarters: 15 Halton Green Way, Greenville, SC 29607
Phone: 864-322-6046
Website: bcaprivatewealth.com

Questions about financial advisors in Greenville

How many financial advisor firms are headquartered in Greenville?

15 SEC-registered financial advisor firms report their principal office in Greenville, SC, managing $9.9B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Greenville?

Foster Victor Wealth Advisors, with $2.64B in regulatory assets under management on its latest Form ADV. The next largest are Fiduciary Alliance ($2.53B) and Discipline Wealth Solutions ($747M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Greenville?

The median firm manages $377M in regulatory assets. That is the midpoint of the 15 firms headquartered in Greenville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Greenville charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Greenville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Greenville has 15 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Greenville

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