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Financial Advisors in Mauldin, SC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Mauldin: BIG Money Retirement, RFA Score 78/100; 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 142 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

142 Mauldin 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 142 rated firms.

Top 10 financial advisors in Mauldin 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 Mauldin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BIG Money Retirement785.0★ (211)Greenville, 7 mi away—Top score
2TruNorth Advisors | Retirement Wealth Management Group764.9★ (183)Greenville, 7 mi away—Most reviews
3Kara Ann Dowers: Primerica - Financial Services755.0★ (58)Mauldin——
4Common Sense Retirement Planning744.8★ (100)Greenville, 6 mi away——
5Sovereign Private Wealth745.0★ (73)Greenville, 7 mi away——
6Bailley Group Wealth Management735.0★ (42)Greenville, 3 mi away——
7Dear Retirement735.0★ (38)Simpsonville, 3 mi awayEvenings—
8First Command Financial Advisor - Benn Stocum, RICP®735.0★ (37)Greenville, 3 mi away——
9Glass Wealth Management735.0★ (35)Greenville, 4 mi away——
10United Community724.7★ (32)Mauldin——

All 142 financial advisors in Mauldin, 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 Mauldin

    #1 BIG Money Retirement

    Based in Greenville, 7 mi away

    78/100RFA 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

  5. #5 Sovereign Private Wealth

    Based in Greenville, 7 mi away

    74/100RFA Score

    Ranked #5 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

  7. #7 Dear Retirement

    Based in Simpsonville, 3 mi away

    73/100RFA Score

    Ranked #7 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

  10. #10 United Community

    Based in Mauldin

    72/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.7★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 32 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    401 W Butler Rd, Mauldin, SC 29662
    View profile for United Community(864) 240-4499

  13. #13 JEHM Wealth & Retirement

    Based in Simpsonville, 5 mi away

    72/100RFA Score

    Ranked #13 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

  14. #14 United Community

    Based in Simpsonville, 4 mi away

    72/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 43 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    106 W College St, Simpsonville, SC 29681
    View profile for United Community(864) 963-3671

  15. #15 United Community

    Based in Simpsonville, 8 mi away

    72/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 55 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    300 N Weston St, Fountain Inn, SC 29644
    View profile for United Community(864) 862-4411

  21. #21 Match Grade Advisors

    Based in Greenville, 7 mi away

    71/100RFA Score

    Ranked #21 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

  24. #24 Asset Preservation Wealth & Tax, Financial Advisors

    Based in Greenville, 5 mi away

    71/100RFA Score

    Ranked #24 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

  25. #25 United Community

    Based in Greenville, 4 mi away

    71/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2101 Woodruff Rd, Greenville, SC 29607
    View profile for United Community(864) 240-4489

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 142 ranked financial advisors here; the rest are on their profiles.

financial advisors in Mauldin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Truly Aligned715.0★ (25)7 mi
27ClearPath Retirement Planning LLC715.0★ (19)4 mi
28Global View Investment Advisors714.7★ (30)7 mi
29TC Consulting Group715.0★ (23)7 mi
30Harwood Wealth Management705.0★ (18)4 mi
31PrimeTRUST Advisors705.0★ (17)4 mi
32Provista Wealth Advisors705.0★ (22)7 mi
33United Bank704.9★ (37)12 mi
34Clients Excel Financial Planning705.0★ (47)17 mi
35Alan Hyatt - Thrivent704.7★ (14)2 mi
36BIG Money Retirement704.9★ (15)4 mi
37The Wealth Training Academy LLC705.0★ (15)5 mi
38Core Financial Resources705.0★ (16)6 mi
39Carter Agency LLC694.6★ (10)In Mauldin
40Aline Capital, LLC695.0★ (16)7 mi
41Paul Miller: Primerica - Financial Services695.0★ (14)6 mi
42United Bank695.0★ (19)10 mi
43Fiduciary Organization, LLC (Woodmark Advisors)695.0★ (14)8 mi
44Tax Law & Accounting Group Inc694.4★ (26)9 mi
45The Jeffrey Group695.0★ (13)7 mi
46Alloy Wealth Management694.8★ (14)7 mi
47Graves Wealth Management695.0★ (12)7 mi
48Horizons Wealth Management694.8★ (14)7 mi
49NATIONAL AID695.0★ (12)7 mi
50Tysinger Wealth Solutions695.0★ (11)6 mi

Also serving Mauldin

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 Mauldin
BusinessGoogle ratingDistance
Aegis Financial Group Inc5.0★ (2)7 mi
BCA Private Wealth5.0★ (2)4 mi
Clarity Financial Solutions5.0★ (2)6 mi
Credit Advocates5.0★ (2)3 mi
Dennis Barry - ThriventIn Mauldin
Edgeworth Capital Group - Ameriprise Financial Services, LLC5.0★ (2)7 mi
Edward JonesIn Mauldin
Edward Jones - Financial Advisor: Austin Marshall, CFP®|CEPA®In Mauldin
Edward Jones - Financial Advisor: Berra L Byrd Jr, CFP®|AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Celinda L Marshall, AAMS®5.0★ (1)In Mauldin
Edward Jones - Financial Advisor: Jennie DunbarIn Mauldin
Edward Jones - Financial Advisor: Lonnie L Decker, CFP®|CPWA®|CEPA®5.0★ (2)3 mi
Edward Jones - Financial Advisor: Zachary Haddan, CFP®5.0★ (2)5 mi
First Command5.0★ (2)3 mi
Huddleston & Associates, Ameriprise Financial5.0★ (2)4 mi
Kayla Campbell - ThriventIn Mauldin
Masters Financial Group5.0★ (1)In Mauldin
Melanie Hendrix - ThriventIn Mauldin
SmartPro Financial - Greenville Branch5.0★ (2)In Mauldin
The Retirement Company, LLC5.0★ (2)6 mi

How we ranked Mauldin financial advisors

We scored 142 Mauldin 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 Mauldin 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 Mauldin: frequently asked questions

Which financial advisor has the highest RFA Score in Mauldin?

By RFA Score, the highest-ranked financial advisor in Mauldin, SC is BIG Money Retirement with an RFA Score of 78/100. It has 5.0★ from 211 Google reviews. TruNorth Advisors | Retirement Wealth Management Group (#2) and Kara Ann Dowers: Primerica - Financial Services (#3) follow. We ranked 142 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Mauldin?

RankedFinancialAdvisors ranks 142 financial advisors serving Mauldin, SC. 4 of them are based in Mauldin; 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 Mauldin work on weekends?

11 of 142 ranked financial advisors post Saturday hours and 3 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mauldin financial advisors have?

The median Google rating among 142 rated financial advisors in Mauldin 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 Mauldin count in this ranking?

Yes, if they are within 25 mi of the Mauldin 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 Mauldin 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 Mauldin 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 Mauldin

  1. November 2026: RFA Scores recalculated for 142 financial advisors serving Mauldin.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Mauldin pages