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Investment Advisors in Mauldin, SC: 2026 rankings

51 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Mauldin: Aline Capital, LLC, RFA Score 69/100; 5.0★ from 16 Google reviews.

  2. 4

    Most-reviewed: TruNorth Advisors | Retirement Wealth Management Group, 183 Google reviews at 4.9★, the most of 51 ranked; ranked #4.

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

51 Mauldin investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 51 rated firms.

Most of this list also appears on the Investment advisors in Greenville ranking. See Investment advisors in Greenville

Top 10 investment 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 investment advisors in Mauldin at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Aline Capital, LLC695.0★ (16)Greenville, 7 mi awayTop score
2The Jeffrey Group695.0★ (13)Greenville, 7 mi away—
3TJ Clayton-Cornell-Modern Woodmen of America675.0★ (16)Greer, 15 mi away—
4TruNorth Advisors | Retirement Wealth Management Group674.9★ (183)Greenville, 7 mi awayMost reviews
5Reynolds Investment Management654.5★ (4)Greenville, 7 mi away—
6Yield Private Wealth655.0★ (3)Greenville, 7 mi away—
7Global View Investment Advisors654.7★ (30)Greenville, 7 mi away—
8NorthStar Financial & Retirement Planning, LLC624.9★ (37)Greenville, 7 mi away—
9Godsey & Gibb Wealth Management - Greenville Office615.0★ (30)Greenville, 7 mi away—
10Match Grade Advisors615.0★ (29)Greenville, 7 mi away—

All 51 investment 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 Aline Capital, LLC

    Based in Greenville, 7 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    204 Westfield St Ste 100, Greenville, SC 29601
    View profile for Aline Capital, LLC(864) 729-3999

  2. #2 The Jeffrey Group

    Based in Greenville, 7 mi away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    104 S Main St Ste 848, Greenville, SC 29601
    View profile for The Jeffrey Group(704) 906-5025

  10. #10 Match Grade Advisors

    Based in Greenville, 7 mi away

    61/100RFA Score

    Ranked #10 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

  12. #12 Asset Preservation Wealth & Tax, Financial Advisors

    Based in Greenville, 5 mi away

    61/100RFA Score

    Ranked #12 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

  17. #17 Republic Finance

    Based in Simpsonville, 2 mi away

    58/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.6★ from 23 Google reviews, listed on Google as “Loan agency”.

    • 3.6★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1209 NE Main St Unit B, Simpsonville, SC 29681
    View profile for Republic Finance(864) 967-8055

  21. #21 Hucks Financial Services

    Based in Simpsonville, 4 mi away

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.6★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 17 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    138 S Main St, Simpsonville, SC 29681
    View profile for Hucks Financial Services(864) 642-2471

  23. #23 Beacon Pointe Advisors

    Based in Greenville, 7 mi away

    57/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.3★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    135 S Main St #900, Greenville, SC 29601
    View profile for Beacon Pointe Advisors(864) 235-1428

  24. #24 Western & Southern Life

    Based in Greenville, 6 mi away

    57/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.4★ from 8 Google reviews, listed on Google as “Life insurance agency”.

    • 4.4★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    330 Pelham Rd building b suite 109b, Greenville, SC 29615
    View profile for Western & Southern Life(864) 546-5600

  25. #25 Charles Schwab

    Based in Greenville, 7 mi away

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.5★ from 31 Google reviews, listed on Google as “Financial consultant”.

    • 3.5★ from 31 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    12 E Washington St, Greenville, SC 29601
    View profile for Charles Schwab(864) 240-6090

How we ranked Mauldin investment advisors

We scored 51 Mauldin investment 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Mauldin: frequently asked questions

Which investment advisor has the highest RFA Score in Mauldin?

By RFA Score, the highest-ranked investment advisor in Mauldin, SC is Aline Capital, LLC with an RFA Score of 69/100. It has 5.0★ from 16 Google reviews. The Jeffrey Group (#2) and TJ Clayton-Cornell-Modern Woodmen of America (#3) follow. We ranked 51 investment advisors on eight factors, last updated November 9, 2026.

What Google rating do Mauldin investment advisors have?

The median Google rating among 51 rated investment advisors in Mauldin is 5.0★, with a median of 7 reviews. TruNorth Advisors | Retirement Wealth Management Group has the most, 183 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Mauldin count in this ranking?

Yes, if they are within 25 mi of the Mauldin city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Mauldin ranked?

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

How do I check an investment 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 investment 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 investment 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 51 investment advisors serving Mauldin.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Mauldin pages