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Financial Advisors in Greer, SC: 2026 rankings

148 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greer: BIG Money Retirement, RFA Score 76/100; 5.0★ from 211 Google reviews.

  2. 2

    Most-reviewed: TruNorth Advisors | Retirement Wealth Management Group, 183 Google reviews at 4.9★, the most of 148 ranked after BIG Money Retirement; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

148 Greer financial advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 148 rated firms.

Top 10 financial advisors in Greer at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Greer at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BIG Money Retirement765.0★ (211)Greenville, 12 mi away—Top score
2TruNorth Advisors | Retirement Wealth Management Group754.9★ (183)Greenville, 12 mi away—Most reviews
3Clients Excel Financial Planning755.0★ (47)Greer——
4Truliant Federal Credit Union Greer754.8★ (63)Greer——
5Common Sense Retirement Planning754.8★ (100)Greenville, 6 mi away——
6United Bank744.9★ (37)GreerSat—
7Sovereign Private Wealth735.0★ (73)Greenville, 12 mi away——
8Live Free Retirement Advisor735.0★ (24)Greer——
9Kara Ann Dowers: Primerica - Financial Services725.0★ (58)Mauldin, 12 mi away——
10Bailley Group Wealth Management725.0★ (42)Greenville, 9 mi away——

All 148 financial advisors in Greer, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Greer

    #1 BIG Money Retirement

    Based in Greenville, 12 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 211 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 211 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    632 S Main St, Greenville, SC 29601
    View profile for BIG Money Retirement(864) 920-3155

  6. #6 United Bank

    Based in Greer

    74/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 37 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1111 W Poinsett St, Greer, SC 29650
    View profile for United Bank(864) 655-6478

  7. #7 Sovereign Private Wealth

    Based in Greenville, 12 mi away

    73/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 73 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    21 Augusta St C, Greenville, SC 29601
    View profile for Sovereign Private Wealth(864) 501-5108

  11. #11 United Bank

    Based in Greer

    72/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    871 S Buncombe Rd, Greer, SC 29650
    View profile for United Bank(864) 655-6479

  14. #14 JEHM Wealth & Retirement

    Based in Simpsonville, 9 mi away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    117 Woodruff Pl Cir Ste a, Simpsonville, SC 29681
    View profile for JEHM Wealth & Retirement(864) 527-0482

  20. #20 United Bank

    Based in Greer

    71/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 13 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    601 N Main St, Greer, SC 29650
    View profile for United Bank(864) 655-6480

  21. #21 Dear Retirement

    Based in Simpsonville, 13 mi away

    71/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 9 AM–6:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    857 NE Main St, Simpsonville, SC 29681
    View profile for Dear Retirement(864) 309-0758

  22. #22 Asset Preservation Wealth & Tax, Financial Advisors

    Based in Greenville, 8 mi away

    70/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed 8:30 AM–5:30 PM · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10 Patewood Dr Ste 100, Greenville, SC 29615
    View profile for Asset Preservation Wealth & Tax, Financial Advisors(864) 405-8578

  23. #23 Hopper Financial

    Based in Greer

    70/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Hampton Centre, 955 W Wade Hampton Blvd Ste 4-B, Greer, SC 29650
    View profile for Hopper Financial(864) 655-7249

  24. #24 Match Grade Advisors

    Based in Greenville, 11 mi away

    70/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    400 Pettigru St, Greenville, SC 29601
    View profile for Match Grade Advisors(864) 250-0661

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 148 ranked financial advisors here; the rest are on their profiles.

financial advisors in Greer, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Trade Street Wealth Advisors705.0★ (10)In Greer
27TC Consulting Group705.0★ (23)9 mi
28Blue Trust | Greenville Financial Advisors705.0★ (23)9 mi
29United Community704.8★ (55)17 mi
30Secure Financial Solutions705.0★ (9)In Greer
31Core Financial Resources705.0★ (16)6 mi
32United Community704.7★ (26)8 mi
33Truly Aligned705.0★ (25)12 mi
34ClearPath Retirement Planning LLC705.0★ (19)8 mi
35United Community704.7★ (43)14 mi
36Global View Investment Advisors694.7★ (30)11 mi
37Pinnacle Wealth Management695.0★ (22)11 mi
38Tax Law & Accounting Group Inc694.4★ (26)7 mi
39Bull Financial694.6★ (9)In Greer
40United Community694.7★ (32)12 mi
41Harwood Wealth Management695.0★ (18)9 mi
42BIG Money Retirement695.0★ (33)17 mi
43Provista Wealth Advisors695.0★ (22)12 mi
44Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc694.9★ (14)6 mi
45More Than Wealth695.0★ (7)In Greer
46The Wealth Training Academy LLC695.0★ (15)8 mi
47Tysinger Wealth Solutions695.0★ (11)6 mi
48AD HAWKINS Advisors & Insurance694.8★ (28)15 mi
49Paul Miller: Primerica - Financial Services695.0★ (14)9 mi
50PrimeTRUST Advisors685.0★ (17)12 mi

Also serving Greer

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Greer
BusinessGoogle ratingDistance
Arbor Row Advisors & Partners5.0★ (1)In Greer
Carrick Consulting, LLC5.0★ (2)In Greer
Consolidated Planning Inc. 402 E. Rutherford St.5.0★ (1)In Greer
Edward Jones - Financial Advisor: Brian Bridges3.0★ (2)In Greer
Edward Jones - Financial Advisor: Drew Chappell, CFP®5.0★ (1)In Greer
Edward Jones - Financial Advisor: Kevin A Hill5.0★ (2)In Greer
Edward Jones - Financial Advisor: Natalie Waltz5.0★ (1)In Greer
Edward Jones - Financial Advisor: Rushell L Bennie, CEPA®|CRPC™5.0★ (2)In Greer
Edward Jones - Financial Advisor: Scott E Frey, CFP®|CLU®5.0★ (2)In Greer
Hemisphere Financial Group - Ameriprise Financial Services, LLC5.0★ (1)In Greer
Michael West - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Greer
Palmetto Private Wealth LLC3.0★ (2)In Greer
Raymond James1.0★ (1)In Greer
Sterling Financial5.0★ (1)In Greer
Stravolo Wealth Management (Greenville)5.0★ (1)In Greer
The Pioneer Service Group5.0★ (1)In Greer
Van Der Noord Financial Advisors, Inc.3.0★ (1)In Greer
Wealth Enhancement Group5.0★ (1)In Greer
Wells Fargo Advisors5.0★ (1)In Greer
Wells Fargo Advisors1.0★ (1)In Greer

How we ranked Greer financial advisors

We scored 148 Greer financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Greer data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Greer: frequently asked questions

Which financial advisor has the highest RFA Score in Greer?

By RFA Score, the highest-ranked financial advisor in Greer, SC is BIG Money Retirement with an RFA Score of 76/100. It has 5.0★ from 211 Google reviews. TruNorth Advisors | Retirement Wealth Management Group (#2) and Clients Excel Financial Planning (#3) follow. We ranked 148 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Greer?

RankedFinancialAdvisors ranks 148 financial advisors serving Greer, SC. 12 of them are based in Greer; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Greer work on weekends?

11 of 148 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is United Bank (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greer financial advisors have?

The median Google rating among 148 rated financial advisors in Greer is 5.0★, with a median of 12 reviews. BIG Money Retirement has the most, 211 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Greer count in this ranking?

Yes, if they are within 25 mi of the Greer city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Greer ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Greer a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Greer

  1. November 2026: RFA Scores recalculated for 148 financial advisors serving Greer.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Greer pages