The Baker Financial Group
“Extremely responsive, knowledgeable, and have made my experience one I have and will continue to recommend.”
Best Financial Advisors near Anderson, SC
We have one firm in Anderson on file, but only the highest-rated make our list, and it did not make it; the 10 here come from towns including Greenville (4, 27 mi), Clemson (2, 15 mi) and Pendleton (1, 12 mi).
7 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
ACI Financial
“My experience has been superb with ACI Financial!!!”
Pathway Financial Management
“He is very professional, knowledgeable, and honest.”
Rise Financial Strategies Group
Roundtable Forum
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BIG Money Retirement
“From the start, they went above and beyond, helping grow my portfolio quickly while walking me through everything step by step with honesty and professionalism.”
The 10 firms listed for Anderson, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Anderson, SC
8 of the 10 firms on this page have a rating, from 4.2 to 5.0 across 429 reviews; 3 have 50 or more reviews and 7 are rated 4.5 or higher. 1 shows a license on its website. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 8 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Anderson take financial planning bookings online?
2 of the 10 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Sovereign Private Wealth
“We always feel confident knowing they have our best interests in mind and take the time to answer our questions and guide us through important financial decisions.”
Albright Associates
“Being a young adult filing taxes is hard to navigate but they made it so easy!”
Godsey & Gibb Wealth Management
“They have gone above and beyond in helping with all our financial planning especially during these unsettled economic times.”
Primetrust Advisors
“They were very understanding and took plenty of time to get to know me as a person!”
Why these companies made our list
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