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Financial Planners in Greenville, SC: 2026 rankings

80 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greenville: TruNorth Advisors | Retirement Wealth Management Group, RFA Score 79/100; 4.9★ from 183 Google reviews.

  2. 37

    Most-reviewed: Bank of America (with Drive-thru ATM), 84 Google reviews at 3.4★, the most of 80 ranked after TruNorth Advisors | Retirement Wealth Management Group; ranked #37.

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

80 Greenville financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 80 rated firms.

Top 10 financial planners in Greenville 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 planners in Greenville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1TruNorth Advisors | Retirement Wealth Management Group794.9★ (183)GreenvilleTop score
2Sovereign Private Wealth765.0★ (73)Greenville—
3Bailley Group Wealth Management745.0★ (42)Greenville—
4First Command Financial Advisor - Benn Stocum, RICP®745.0★ (37)Greenville—
5Muncaster Financial Group745.0★ (37)Greenville—
6Homeowners Financial Group744.7★ (48)Greenville—
7NorthStar Financial & Retirement Planning, LLC734.9★ (37)Greenville—
8Asset Preservation Wealth & Tax, Financial Advisors725.0★ (24)Greenville—
9Blue Trust | Greenville Financial Advisors725.0★ (23)Greenville—
10Global View Investment Advisors724.7★ (30)Greenville—

All 80 financial planners in Greenville, 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.

  2. #2 Sovereign Private Wealth

    Based in Greenville

    76/100RFA Score

    Ranked #2 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

  13. #13 United Community

    Based in Greenville

    72/100RFA Score

    Ranked #13 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

  15. #15 PrimeTRUST Advisors

    Based in Greenville

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    850 S Pleasantburg Dr Ste 101, Greenville, SC 29607
    View profile for PrimeTRUST Advisors

  19. #19 JEHM Wealth & Retirement

    Based in Simpsonville, 10 mi away

    71/100RFA Score

    Ranked #19 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, 10 mi away

    71/100RFA Score

    Ranked #20 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

  21. #21 United Community

    Based in Mauldin, 7 mi away

    71/100RFA Score

    Ranked #21 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

  25. #25 United Community

    Based in Simpsonville, 11 mi away

    70/100RFA Score

    Ranked #25 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

Financial planners 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 80 ranked financial planners here; the rest are on their profiles.

financial planners in Greenville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26United Community704.8★ (55)15 mi
27Graves Wealth Management705.0★ (12)In Greenville
28Alan Hyatt - Thrivent704.7★ (14)In Greenville
29Pinnacle Wealth Management705.0★ (22)8 mi
30Foster Victor695.0★ (9)In Greenville
31AD HAWKINS Advisors & Insurance694.8★ (28)11 mi
32Clients Excel Financial Planning695.0★ (47)20 mi
33United Bank695.0★ (19)10 mi
34Giovanni Luccia - Private Wealth Advisor, Ameriprise Financial Services, LLC694.3★ (11)In Greenville
35Beacon Pointe Advisors694.3★ (10)In Greenville
36McBee Avenue Wealth Advisors694.4★ (9)In Greenville
37Bank of America (with Drive-thru ATM)693.4★ (84)In Greenville
38Bevan Wealth & Tax Strategies684.4★ (7)In Greenville
39Hardin Capital Partners, LLC684.4★ (7)In Greenville
40Bank of America (with Drive-thru ATM)683.3★ (39)In Greenville
41Unity Benefits Group685.0★ (7)3 mi
42Carter Agency LLC674.6★ (10)6 mi
43Family Legacy, Inc.674.2★ (5)In Greenville
443D Wealth Management675.0★ (4)In Greenville
45Greenwood Capital675.0★ (4)In Greenville
46Bugay, Watson & Associates675.0★ (4)In Greenville
47Oxford Advisory Group675.0★ (4)In Greenville
48Hopper Financial674.6★ (14)10 mi
49Provista Wealth Advisors675.0★ (8)7 mi
50United Bank674.9★ (13)12 mi

Also serving Greenville

20 more financial planners 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 planners serving Greenville
BusinessGoogle ratingDistance
BIG Money Retirement5.0★ (211)In Greenville
Charles Schwab3.5★ (31)In Greenville
Edward Jones - Financial Advisor: David Rich, ChFC®5.0★ (10)In Greenville
Edward Jones - Financial Advisor: Johnnie A Hall II5.0★ (3)In Greenville
Edward Jones - Financial Advisor: Marcus S Laughter, CFP®|AAMS®5.0★ (4)In Greenville
Edward Jones - Financial Advisor: Paul M Valentine5.0★ (6)In Greenville
Equitable Advisors5.0★ (8)In Greenville
Jonathan Arie Vander Hoek: Primerica - Financial Services5.0★ (35)In Greenville
MATTHEW DIXON, RFC4.3★ (3)In Greenville
NATIONAL AID5.0★ (12)In Greenville
Paul Miller: Primerica - Financial Services5.0★ (14)In Greenville
Providence Wealth Advisors5.0★ (3)In Greenville
Reynolds Investment Management4.5★ (4)In Greenville
Soaring Heights Financial Services4.0★ (4)In Greenville
Tax Preparation, Credit Repair & Consulting in Greenville/Spartanburg, NuLevel Enterprises4.7★ (38)In Greenville
The Jeffrey Group5.0★ (13)In Greenville
Truly Aligned5.0★ (25)In Greenville
Tysinger Wealth Solutions5.0★ (11)In Greenville
Wagner Wealth Management5.0★ (3)In Greenville
Yield Private Wealth5.0★ (3)In Greenville

How we ranked Greenville financial planners

We scored 80 Greenville financial planners 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 Greenville 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Greenville: frequently asked questions

Which financial planner has the highest RFA Score in Greenville?

By RFA Score, the highest-ranked financial planner in Greenville, SC is TruNorth Advisors | Retirement Wealth Management Group with an RFA Score of 79/100. It has 4.9★ from 183 Google reviews. Sovereign Private Wealth (#2) and Bailley Group Wealth Management (#3) follow. We ranked 80 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Greenville?

RankedFinancialAdvisors ranks 80 financial planners serving Greenville, SC. 35 of them are based in Greenville; 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 planners in Greenville work on weekends?

7 of 80 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is United Bank (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greenville financial planners have?

The median Google rating among 80 rated financial planners in Greenville is 5.0★, with a median of 15 reviews. TruNorth Advisors | Retirement Wealth Management Group has the most, 183 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 planners?

Each financial planner 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 planners outside Greenville count in this ranking?

Yes, if they are within 25 mi of the Greenville city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Greenville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Greenville 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 planners 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 Greenville

  1. November 2026: RFA Scores recalculated for 80 financial planners serving Greenville.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Greenville pages