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24 firms listed · all 24 in Greenville · 1 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 18, 2026
The 24 firms listed for Greenville, 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.
All 24 firms we list here are in Greenville itself. We have 81 firms in Greenville on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 261 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (74%) and quality (57%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are charitable giving (2), fractional cfo services (2), income planning (2) and retirement planning (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 19 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
4 of the 24 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.
