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Influx of Wealth
“I am a visual person, so Tony provided clear business examples that supported my questions and concerns for my business.”
Best Financial Advisors in Greenville, NC
10 firms listed · 4 in Greenville · 6 rated 4.5+
Data verified October 18, 2026
Keel & Long Financial Management
“They have the clients best interest as their top priority.”
Taunton Financial
Taylor Wealth
The Journey's Group
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Cents With Intent
“I'm so incredibly grateful for the experience of working with her and assisting me and my family to learn how to have a better financial situation.”
The 10 firms listed for Greenville, NC 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: Greenville, NC
Of the 10 firms we list here, 4 are in Greenville itself and 6 come from Rocky Mount (3, 35 mi), Ayden (1, 9 mi) and Tarboro (1, 23 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 66 reviews; 6 are rated 4.5 or higher. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2004. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 9 list a public email and 4 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.
Why are financial advisers outside Greenville listed here?
4 of the 10 firms are located in Greenville. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Fortis Wealth Management
Wealth Management Strategies
“Tony and his staff have done a great job for us, both in planning for our retirement, and now in retirement.”
Landmark Financial Services
Benfield Financial
“I recommend them to anyone looking to keep their money safe in this unstable world.”
Why these companies made our list
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