Top Financial Advisors in Greenville, SC

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Foster Victor Wealth Advisors is a fee-based advisor that leads off our list of the top advisory firms in Greenville. The firm serves non-high-net-worth, high-net-worth individuals and businesses.

Founded in 2016, Foster Victor is also ranked among the top 10 firms in the state by SmartAsset. 

There are a number of accredited professionals working at the firm, including advisors who hold the Certified Financial Planner™ (CFP®), chartered life underwriter (CLU) and Chartered Financial Analyst (CFA), retirement income certified professional (RICP) designations, among others.

However, some of the firm’s employees are also insurance agents and can earn commissions in these separate roles. This is a conflict of interest, because these employees have a financial incentive to make certain recommendations.  As a fiduciary, though, the firm has a responsibility to act in your best interests. 

Services offered by the firm include investment management, insurance planning, financial planning, business planning, retirement planning, trust and estate reporting, tax planning and college planning.

Advisors at Foster Victory use various methods of analysis. In selecting investments, advisors review the issuer’s leadership, strategy, consistency of style, historical results, credibility and financial stability, while also considering how these factors align with the asset class mix and overall risk. Portfolio balance is also important in the firm's eyes. Advisors look to invest in eight to nine asset classes in a variety of sectors and types of securities.  

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Wagner Wealth Management, which is legally registered as Wealth Management Advisors, works with both non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charities, government entities, insurance companies and corporations. 

The minimum account size at Wagner is $250,000. 

As a fee-based practice, some of the advisors at the firm are also registered representatives of broker-dealers and/or insurance companies and can earn commissions on the sale of third-party products and services. This is a conflict of interest, but clients will not pay an advisory fee on investments for which they have also paid a commission.

Wagner was founded in 2014. Today, the firm provides investment management, retirement plan advisory services and financial planning, the latter of which may include estate planning, risk management, cash flow planning, education funding and budgeting. 

The firm has several credentialed advisors on staff, including some who hold the Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC) and accredited asset management specialist (AAMS) designations. 

Every new relationship begins with the firm sitting down with the new client and gathering information on their objectives, risk tolerance and financial situation. The firm then develops an investment plan with a long-term focus, setting strategic asset allocation targets and adjusting them tactically when market conditions warrant. Portfolios may include stocks, mutual funds, and fixed income securities.

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Family Legacy is a fee-only firm, which means client-paid fees are the only way advisors and the firm makes money. Advisors do not sell third-party financial products for commissions. The firm works with both non-high-net-worth and high-net-worth individuals, as well as various institutional clients. 

Clients must meet a minimum account size requirement of $250,000.

Members of the Family Legacy team holds multiple certifications, including the certified public accountant (CPA), Certified Financial Planner™ (CFP®) and personal financial specialist (PFS) credentials. Founded in 1995 by William W. Brown, the firm is now under the ownership of his son, Christopher. 

Family Legacy says on its firm brochure that it holds securities over the long-term, while seeking capital appreciation to create sustainable growth. 

For individually managed accounts, Family Leagacy assumes a conservative investment approach that emphasizes the use of high-yielding stocks and other large-cap stocks.

The firm also uses mid-cap stocks, but to a lesser degree. The firm invests in government bonds, preferred stocks, ETFs, real estate investment trusts (REITs) and other securities to achieve greater diversification. 

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Global View Investment Advisors, a fee-only practice, works with both non-high-net-worth and high-net-worth individuals. There is no minimum investment or account size for clients at Global View. Fees for wealth management are based on a percentage of assets under management, which will not exceed 2%.

Founded in 2008, Global View provides wealth management and consulting services, which may include a combination of portfolio management, planning, tax planning and estate planning services to its clients. The firm has a small team that includes several Certified Financial Planners™ (CFP®) and a financial paraplanner qualified professional (FPQP). 

Global View adheres to the “margin of safety” investing approach, grounded in fundamental analysis and supplemented by cyclical and technical research. Their philosophy emphasizes aligning portfolios with each client’s risk tolerance, return needs and time horizon, typically through long-term holdings.

The firm uses probability and risk analysis to model portfolios, aiming to reduce downside volatility while adapting to market conditions and client goals. Portfolios typically comprise mutual funds and a combination of stocks and bonds.

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Hardin Capital is a fee-based advisory firm that serves both non-high-net-worth and high-net-worth individuals, as well as charities and businesses.

For clients engaging in portfolio management, Hardin imposes a minimum account balance of $100,000, and an annual fee of at least $500 for any type of account.

Andrew J. Hardin founded his namesake firm in 2010 and remains its sole principal owner. Hardin is also a Certified Financial Planner™ (CFP®). However, he can sell financial products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty requires it to act in the clients’ best interests.

As with other firms, Hardin Capital says that it makes financial recommendations based on a client’s goals, risk tolerance and investment plan, among other considerations. The firm offers clients a variety of services, including financial planning, portfolio management and individual retirement advice and general consulting. 

Hardin builds investment portfolios around each client’s financial plan and goals, using mutual funds, ETFs, individual stocks and bonds. Individual securities are evaluated using factors such as financial strength, earnings, dividends, and growth. Fixed income is used for liquidity, income or capital preservation, and international investments may be included for diversification.

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Goepper Burkhardt, a fee-only advisor, has the highest account minimum on this list: $1 million. However, the firm may charge a minimum fee of $750 per month instead. 

High-net-worth individuals make up the majority of Goepper Burkhardt's client base. The firm also works with individuals below the high-net-worth mark, as well as charitable organizations. 

Founded in 2003, Goepper Burkhardt offers wealth management, portfolio management and comprehensive retirement planning. The Goepper Burkhardt team features one Certified Financial Planner™ (CFP®).

The firm creates an investment plan for each client based on individual circumstances, including investment time horizon, risk tolerance, asset allocation parameters, investment restrictions and cash flow requirements. The firm typically invests in low-cost securities and aims to keep portfolio turnover low. However, the firm will review and rebalance portfolios periodically. 

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Match Grade Advisors is a fee-based investment advisory firm founded in 2018. The firm works with individuals, high-net-worth families, charitable organizations and retirement plans. While it does not set a strict account minimum, its tiered fee schedule may result in minimum annual charges.

The firm offers financial planning, investment management, consulting for qualified retirement plans and investment education for plan participants. Financial planning is based on a client’s goals, income and financial needs and may include analysis of investment objectives and risk tolerance. Investment management can be discretionary, where the firm makes decisions on the client’s behalf, or non-discretionary, where client approval is required before trades. The firm may also recommend outside managers to help meet client objectives.

As a fee-based practice, advisors may earn additional compensation related to the sale of insurance, on top of advisory fees that clients pay. While this represents a conflict of interest, the firm is legally responisble for acting in your best interests as a fiduciary. 

Match Grade Advisors uses fundamental analysis (company financial health), technical analysis (market and price patterns) and cyclical analysis (economic and market cycles) to guide investment decisions. Client portfolios often include stocks, bonds, mutual funds and ETFs. The firm also offers advice on cryptocurrency and digital assets, which involve unique risks such as volatility and regulatory uncertainty.

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Norris Financial Group is a fee-based advisory firm that serves both non-high-net-worth and high-net-worth individuals. Institutional clients also include charitable organizations, and corporations or businesses.

As a fee-based firm, certain members of the advisory team at Norris Financial Group may earn commissions for the sale of financial products. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the best interests of clients.

While the firm doesn't have a set account minimum, some portfolio management services may only be available for balances over $100,000.

Founded in 1999, Norris Financial Group provides a range of services, including investment management through its Advisor Managed Portfolios program, which bundles advisory, trading and custodial services into a single fee. The firm also offers comprehensive financial planning and asset allocation services covering retirement, insurance, estate and education planning.

Additional services include retirement plan consulting for businesses, participant retirement plan advice, financial plan support tools and coordination with clients’ other professional advisors.

Norris Financial Group’s investment approach combines fundamental, technical, charting and cyclical trend analysis to guide decisions. Strategies may include long- and short-term purchases, limited trading, and rarely, short sales or margin transactions. Portfolios often use mutual funds, ETFs, stocks and bonds, with allocations tailored to each client’s goals, risk tolerance, and time horizon.

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BCA Private Wealth is a fee-based advisory firm founded in 2021. The firm primarily serves individuals and high-net-worth individuals, as well as a smattering of institutional clients. There is a $350,000 account minimum, though the firm may accept smaller accounts at its discretion. Clients are subject to a $2,000 annual minimum fee.

The firm provides investment management, financial planning, pension consulting and institutional consulting services. Its financial planning services include retirement planning, cash flow analysis, tax review, insurance review, estate planning and education funding guidance. The firm also offers digital investment management through a sub-advisory relationship with Betterment.

The BCA team includes advisors and planners who hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and chartered retirement planning counselor (CRPC) and chartered financial consultant (ChFC) designations. 

Because its advisors can also sell insurance products and receive commissions, clients should be aware that this poses a conflict of interest because advisors have a financial incentive to make certain recommendations. However, the firm is legally required to act in clients' best interests as a fiduciary. 

BCA’s investment philosophy emphasizes customized portfolio construction and ongoing management based on client objectives. The firm primarily uses ETFs and mutual funds, occasionally adding individual stocks for sector exposure or dividend income. It may recommend cash positions as a hedge and reallocate portfolios to manage risk or rebalance holdings. BCA applies both fundamental and technical analysis and typically implements long-term buy-and-hold strategies alongside some shorter-term trading when appropriate. Its overall approach seeks diversification and structured asset allocation to balance risk and return.

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Taverik Capital, formerly known as WCM Global Wealth, rounds out our list of the top financial advisors in Greenville. Taverik Capital is a fee-only practice that provides investment management and financial planning services. It serves individuals, high-net-worth clients, pooled investment vehicles, charitable organizations, as well as pension and profit-sharing plans. 

Founded in 2011 as WCM Global Wealth, the firm changed its name to Taverik Capital in March 2025. Accounts generally require at least $250,000, although this minimum can be waived. Fees are charged on an asset-based schedule, and some clients may also pay performance-based fees.

The firm offers discretionary portfolio management and related planning services, managing assets through separately managed accounts and six pooled investment vehicles. Its strategies include equity investing across all market capitalizations, buy-and-hold approaches, fundamental value and growth investing, as well as relative value, hedging, leverage and short selling. Portfolios may comprise equities, fixed income securities, ETFs, options and pooled vehicles. Portfolios are built and monitored using a mix of fundamental, technical, quantitative and qualitative analysis. 

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Wagner Wealth Management, which is legally registered as Wealth Management Advisors, works with both non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charities, government entities, insurance companies and corporations. 

The minimum account size at Wagner is $250,000. 

As a fee-based practice, some of the advisors at the firm are also registered representatives of broker-dealers and/or insurance companies and can earn commissions on the sale of third-party products and services. This is a conflict of interest, but clients will not pay an advisory fee on investments for which they have also paid a commission.

Wagner was founded in 2014. Today, the firm provides investment management, retirement plan advisory services and financial planning, the latter of which may include estate planning, risk management, cash flow planning, education funding and budgeting. 

The firm has several credentialed advisors on staff, including some who hold the Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC) and accredited asset management specialist (AAMS) designations. 

Every new relationship begins with the firm sitting down with the new client and gathering information on their objectives, risk tolerance and financial situation. The firm then develops an investment plan with a long-term focus, setting strategic asset allocation targets and adjusting them tactically when market conditions warrant. Portfolios may include stocks, mutual funds, and fixed income securities.