Best Financial Advisors in Greenville, SC

The highest-rated Financial Planning & Wealth Management companies out of 171 vetted & reviewed in the Greenville area.

Milligan Financial Services

Milligan Financial Services

(29)
Book Keeping, Sales Tax Preparation, Accounting
“Vish and Susan at Milligan Financial Services have been an immense help to me and my small business needs with accounting and tax preparation since 2016.”
Licensed, BBB Rating: A+
Coupons & Offers
Accepts All Major Credit Cards
In Business Since 2018
345 Prado Way Suite A, Greenville, SC
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Global View Investment Advisors

Global View Investment Advisors

(3)
Financial Planning, Wealth Management, Retirement Planning
“Adam Wiles and the folks at Global View provide first class service and experience, giving critical consideration, analysis and top priority to each client's unique goals.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2010
420 E Park Ave Suite 303, Greenville, SC
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Advanced Planning

Advanced Planning

(1)
Insurance, Business Success Planning, Charitable Giving
“Biblical based principals”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1990
1520 E North St, Greenville, SC
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Sovereign Financial

Sovereign Financial

(17)
Institutions, Individuals
“They do a great job keeping me up to date with what's going on in the financial world as well as with my personal accounts and are always happy to answer any questions I may have.”
In Business Since 2020
217 W Stone Ave, Greenville, SC
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ASE Wealth Advisors

ASE Wealth Advisors

Investments, Financial Planning
“At ASE Financial Advisory Group, we are passionate about making a meaningful difference in the lives of our clients: clients who want to move from success to significance. Our approach begins by creating a flexible plan based on our acute understandi...”
Licensed, BBB Rating: A+
In Business Since 2011
9 Buena Vista Way, Greenville, SC
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Mitchell and Kuharsky CPA

Mitchell and Kuharsky CPA

(3)
Bookkeeping Services, Services For Quickbooks, Industries
“Steve has been our accountant for many years and I can only say great words about Steve, Wanda and his staff.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2004
4A Chick Springs Rd, Greenville, SC
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Bailley Group Wealth Management

Bailley Group Wealth Management

(24)
Income/Social Security Planning, Charitable Giving, Portfolio Analysis
“I have attended 3 of Higgins and Bailley dinner seminars with my family and friends to give them a chance to met Paul and David and let Higgins and Bailley give them the piece of mind that their financial future, was in good hands.”
In Business Since 2011
218 Adley Way, Greenville, SC
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Primetrust Advisors

Primetrust Advisors

(8)
Institutions, Individuals
“I would recommend Prime Trust to anyone who is looking for a reliable and honest financial advisor who is looking out for your best interest not theirs.”
Transparent Fees & Pricing
In Business Since 2006
101 College St #1B, Greenville, SC
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Swenson & Associates

Swenson & Associates

(2)
“It seems no matter what is going on in my case, they have relevant advice which is especially great because in some cases, I didn't even know the questions to ask”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1987
203 W Stone Ave, Greenville, SC
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Chris McCraw CPA PA

Chris McCraw CPA PA

(1)
“Very knowledgeable.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1992
103 Pilgrim Rd, Greenville, SC
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Rogers Financial Group

Rogers Financial Group

(1)
Tell A Friend
“Experienced, and extremely talented folks that still take the time to listen, research, and just plain care.”
Accepts All Major Credit Cards
Family Business
In Business Since 2004
7 Boyce Ave, Greenville, SC
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Green Link Funding

Green Link Funding

(4)
Pre-Settlement Funding, Medical Lien Management
“Willing to go the extra mile for both the client and Attorneys.”
In Business Since 2013
416 E North St floor 2, Greenville, SC
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Trunorth Advisors

Trunorth Advisors

(8)
  • Retirement
  • Information
“It was packed with useful information, not just on Social Security but on retirement, taxation, and more.”
In Business Since 2019
501 River St Suite 101, Greenville, SC
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Foster Victor Wealth Advisors

Foster Victor Wealth Advisors

(4)
Comprehensive Planning, Risk Management & Insurance, Additional Services
“Rob, Paul, and the team are absolutely the best.”
In Business Since 2016
10 Toy St Suite 200, Greenville, SC
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Studentproaid.org

Studentproaid.org

(7)
“Very pleased with the assistance given to me, specially with Luis Casella who went beyond my expectations he is in fact truly professional and knowledgeable in providing the help I needed, being able to qualify for loan forgiveness and to consolidate...”
In Business Since 2018
220 N Main St #500, Greenville, SC
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Big Money Retirement Solutions

Big Money Retirement Solutions

(15)
  • Information
“He took time on the back end to determine the best plan for my situation, to educate me on that plan and to execute upon it...”
In Business Since 2022
110 N Main St, Greenville, SC
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WSG Partners

WSG Partners

“There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits...”
Transparent Fees & Pricing
In Business Since 2015
33 Market Point Dr #5768, Greenville, SC
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The Retirement Company

The Retirement Company

Income Planning, Social Security Maximization, New Generation Retirement Stewardship
“The Retirement Company, LLC provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at The Retirement Company, LLC is to help our c...”
In Business Since 2003
1212 Haywood Rd Building 300 Suite D, Greenville, SC
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Core Financial Resources

Core Financial Resources

(3)
“We have been using Core Financial for our accounting , payroll & tax services for around 2 years and have been very happy with their Professionalism and knowledge in everything they have to offer.”
In Business Since 2010
3449 Pelham Rd Suite A, Greenville, SC
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Credit Advocates

Credit Advocates

(3)
“Not only did she help me rebuild and raise my credit score, she has taught me so much about credit!”
In Business Since 2018
1200 Woodruff Rd C-6, Greenville, SC
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Family Legacy

Family Legacy

(2)
“Great people that do a great job!”
In Business Since 2008
900 Pendleton St Suite 200, Greenville, SC
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Huddleston & Associates, Ameriprise Financial

Huddleston & Associates, Ameriprise Financial

(1)
“Very informative, intelligent, honest and trustworthy.”
CAS, CDFA, CEP, CEPA, CFP, CFS, CIMA, CKA, CLTC, CMFA, CPA, CPWA, CRC, CTFA Certified
In Business Since 2005
465 Woodruff Rd, Greenville, SC
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National AID

National AID

(1)
“They walked me thru the entire process and was a lot easier.”
220 N Main St Suite 500, Greenville, SC
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Still Water Accounting & Consulting

Still Water Accounting & Consulting

(2)
Controller Services, CFO Services, Bookkeeping Services
“The team at Stillwater has become more than just a vendor but have become a partner in business.”
Transparent Fees & Pricing
In Business Since 2020
531 S Main St, Greenville, SC
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Retirement Planning and Investment Management Services in Greenville, SC Cost Estimates

Minimum cost
$1107
Maximum cost
$9405
National Average
$3320
Avg Per Hour Rates
$332
$2213
$6085
Average price range is based on 401 cost profiles
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Average Cost $3320
Minimum cost $1107
Maximum cost $9405
Avg Per Hour Rates $332

Average range $2213 to $6085 is based on 401 cost profiles.

Why these companies made our list

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