Organize Financial for the Family in Greenville South Carolina
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Finding the Summit Financial Advisor Firms in Greenville, South Carolina
If you lot're considering working with a financial advisor in Greenville, South Carolina, nosotros can help you find i. The team at SmartAsset researched firms in the area to bring you the tiptop financial advisors in Greenville. Nosotros covered fundamental details such every bit minimum investments, services offered and whatsoever advisor certifications. SmartAsset's costless financial advisor matching tool tin as well assistance, every bit it will connect you with up to 3 local advisors.
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| Rank | Financial Advisor | Avails Managed | Minimum Assets | Financial Services | More Data |
|---|---|---|---|---|---|
| 1 | Nachman Norwood & Parrott, Inc.  Find an Advisor Read Review | $2,019,122,094 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
|
| ii | FinTrust Upper-case letter Advisors, LLC  Find an Advisor Read Review | $i,538,452,353 | $100,000 |
| Minimum Avails$100,000Financial Services
|
| 3 | Foster Victor Wealth Advisors, LLC  Discover an Advisor Read Review | $741,235,597 | Varies based on account type |
| Minimum AvailsVaries based on business relationship blazonFinancial Services
|
| 4 | Reynolds Investment Direction, Inc.  Find an Counselor Read Review | $566,994,131 | $1,000,000 |
| Minimum Avails$1,000,000Fiscal Services
|
| 5 | Wealth Management Advisors, LLC  Detect an Advisor Read Review | $325,145,321 | $250,000 |
| Minimum Avails$250,000Financial Services
|
| six | Hanover Advisors, Inc.  Find an Advisor Read Review | $256,984,579 | Not set account minimum |
| Minimum AssetsNot set account minimumFinancial Services
|
| seven | WCM Global Wealth, LLC  Find an Advisor Read Review | $309,364,587 | $250,000 |
| Minimum Avails$250,000Fiscal Services
|
| viii | Global View Investment Advisors, LLC  Detect an Advisor Read Review | $299,339,989 | No gear up account minimum |
| Minimum AssetsNo set business relationship minimumFiscal Services
|
| 9 | Family Legacy, Inc.  Find an Advisor Read Review | $242,647,156 | $250,000 |
| Minimum Assets$250,000Fiscal Services
|
| 10 | Goepper Burkhardt LLC  Notice an Advisor Read Review | $225,799,201 | $1,000,000 |
| Minimum Assets$1,000,000Fiscal Services
|
What We Utilize in Our Methodology
To find the meridian financial advisors in Greenville, we kickoff identified all firms registered with the SEC in the city. Adjacent, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the post-obit criteria:
-
AUM
Firms with more total avails under management are ranked higher.
-
Private Client Count
Firms who serve more than private clients (as opposed to institutional clients) are ranked higher.
-
Clients Per Counselor
Firms with a lower ratio of clients per financial counselor are ranked college.
-
Age of Firm
Firms that have been in business longer are ranked higher.
-
Fee Construction
Firms with a fee-just (as opposed to fee-based) compensation structure are ranked college.
All data is authentic every bit of the writing of this article. This list may include firms that have a business concern relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships take no affect on our rankings, and firms are included and ranked based strictly on the above criteria.
Nachman Norwood & Parrott, Inc.
Nachman Norwood & Parrot is the top firm in Greenville and has the largest corporeality in assets under management (AUM). This fee-based firm has multiple advisors on staff, including four certified financial planners (CFPs), two chartered retirement plans specialists (CRPSs), two accredited investment fiduciaries (AIFs), one certified divorce fiscal analyst (CDFA), 1 chartered retirement program counselor (CRPC) and one certified private wealth advisor (CPWA).
The firm'south clients are a fairly even mix of individuals and high-net-worth individuals. It besides has institutional clients, including pension and turn a profit-sharing plans, charitable organizations and other corporations. The firm has no minimum business relationship size, simply does mandate a $1 one thousand thousand minimum for its wrap fee plan.
Portfolio management fees are based on a percentage of assets under direction. Some employees of the firm are also representatives of a banker-dealer and may earn commissions on sure transactions, creating a conflict of involvement. The house does not pay an advisory fee for investments where a commission is paid, though.
Nachman was likewise rated the No. 2 financial advisor in the state by SmartAsset.
Nachman Norwood & Parrott Background
Nachman Norwood & Parrott was founded in 2007. Partners Wes Boyce, Al Cannon, Gary Davis, Russ Miller, Bob Nachman and Ben Norwood all own stakes in the business, every bit well as primary compliance officeholder Angela Sheppard, who controls a small portion.
Services offered past the firm include portfolio direction, carve up business relationship managers, financial planning, manor planning, retirement planning, full general consulting, and retirement plan consulting.
Nachman Norwood & Parrott Investment Strategy
Advisors at Nachman use a variety of strategies and methods of analysis methods to manage clients' portfolios. The principal methods of assay are primal analysis — including financial strength ratios, price-to-earnings ratios, dividend yields and growth charge per unit-to-price ratios — and technical analysis.
Advisors use both long-term and short-term investments. Typical assets include common funds, exchange-traded funds (ETFs) and fixed-income investments.
Fintrust Capital Advisors, LLC
Fintrust Capital Advisors has the largest advisory team of any house on this listing. The staff features a various array of specialities and certifications, including:
- Ii certified financial planners (CFPs)
- Four accredited investment advisors (AIFs)
- 3 chartered financial analysts (CFAs)
- One certified public accountant (CPA)
- One certified business financial advisor (CBFA)
- One person certified in manor planning (CES)
- One chartered life underwriter (CLU)
- One chartered retirement plans specialist (CRPS)
- Ane certified fraud examiner (CFE)
- One certified anti-coin laundering specialist (CAMS)
- One chartered retirement planning counselor (CRPC)
Fintrust has a $100,000 account minimum. Most of the accounts are managed for individuals, although the firm has some high-internet-worth individuals as clients as well. Institutional clients include investment companies, pension and profit-sharing plans, charitable organizations, country or municipal government entities and other corporations.
Fees for investment management services are based on a percent of assets under management. The firm may also deed as a banker-dealer, potentially earning commissions for selling securities to clients. This presents a conflict of interest, but when acting as an counselor the business firm equally a fiduciary responsibility to human activity in the client'south all-time interest.
Fintrust is besides ranked amid the superlative ten firms in the state past SmartAsset.
Fintrust Capital Advisors Groundwork
Founded in 2007, Fintrust Majuscule Advisors is a 100% owned subsidiary of Fintrust Capital Partners, which is beneficially owned past Richard P. Sheridan (45%), Phillip H. Brice (45%) and Allen Gillespie (x%). The parent company is directly endemic past Broad Street Capital Partners, LLC (45%), PHB Holdings, LLC (44.5%), ARG Holding, LLC (nine.five%) and Centillion Partners, Inc. (1%).
Services offered past the firm include fiduciary and institutional consulting, retirement plan consulting, retirement planning, financial planning, wealth protection planning, manor reporting and insurance.
Fintrust Capital Advisors Investment Strategy
Advisors at Fintrust work with clients to come up upwardly with a comprehensive investment and financial program. The advisor considers factors including financial goals, resource, attitudes, historic period, experiences, investment time horizon and greenbacks menstruation. From there, a strategy is devised that works for each client.
Investments may include third-party managers, common funds, commutation-traded funds (ETFs), fixed-income securities, options and individual equities.
Foster Victor Wealth Advisors, LLC
Foster Victor Wealth Advisors is a fee-based advisor managing millions in assets for clients. Those clients are mostly individuals, with a chunk of them classified every bit loftier-net-worth individuals. The but institutional clients the business firm has are corporations. While in that location are investment minimums for some services, in that location is no set minimum for investment management.
In that location are a number of accredited professionals working at the house, including seven certified financial planners (CFPs), one chartered life underwriter (CLU), one chartered financial analyst (CFA) and 1 certified private wealth advisor (CPWA). Foster Victor as well has 2 accredited investment fiduciaries (AIFs) on staff, as well as one certified investment direction analyst (CIMA), one certified regulatory and compliance professional (CRCP) and a retirement income certified professional (RICP).
Fees for fiscal planning and consulting are fixed, while fees for investment management are based on avails nether management. Some of the business firm'south employees are also insurance agents and can earn commissions. This is a conflict of interest, simply the firm has procedures to make sure deportment are made in the best interest of the clients.
Foster Victor is likewise ranked among the top 10 firms in the state past SmartAsset.
Foster Victor Wealth Advisors Background
Foster Victor was founded in 2016, making information technology one of the youngest firms on this listing. It is wholly endemic by Paul W. Foster and Robert T. Victor.
Services offered past the business firm include investment management, insurance planning, financial planning, business planning, retirement planning, trust and estate reporting, revenue enhancement planning and higher planning.
Foster Victor Wealth Advisors Investment Strategy
Advisors at Foster Victory use various methods of analysis. When choosing an investment, the advisors analyze an issuer's management team, investment strategies, style drift, past performance, reputation and fiscal strength in relation to the asset grade concentrations and risk.
Portfolio residue is too important in the house's eyes. Advisors look to invest in eight to nine asset classes in a variety of sectors and types of securities.
Reynolds Investment Management, Inc.
Reynolds Investment Management is highest-rated fee-just business firm on this list and No. iv overall practice. That means it simply gets paid via fees for investment and advisors at the house don't earn commissions for selling securities, insurance or other financial products. The team at the firm includes three certified financial planners (CFPs), one accredited asset management specialist (AAMS) and two certified public accountants (CPAs).
Reynolds has a $1 meg minimum business relationship size requirement. Clients at the firm are mostly individuals, but there is a small number of high-net-worth individuals on the books too. Institutional clients include pension and profit-sharing plans and charitable organizations.
Reynolds Investment Management Groundwork
Reynolds has been in business since 1995, making it one of the oldest firms on this list. The master shareholder is Thomas J. Reynolds Iii, who also serves as the house'south president.
Services offered include individual portfolio management, pension consulting, gamble direction, greenbacks flow planning, retirement income planning and saving for didactics needs.
Reynolds Investment Management Investment Strategy
Advisors at Reynolds use fundamental, technical, qualitative and quantitative analysis to make investment decisions for clients. The firm thinks advisedly about asset allocation to build a balanced portfolio. Possible investments include:
- Exchange-listed securities
- Securities traded over-the-counter
- Strange issuers
- Corporate debt securities (other than commercial paper)
- Certificates of deposit (CDs)
- Municipal securities
- Variable annuities
- Common fund shares
- U.s.a. governmental securities
- Options contracts on securities
Wealth Direction Advisors, LLC
Wealth Management Advisors — also known as Wagner Wealth Management — works with individuals, high-cyberspace-worth individuals, pension and turn a profit-sharing plans, insurance companies and corporations. The business firm'south staff includes 1 certified fiscal planner (CFP) and one chartered retirement planning advisor (CRPC).
The minimum business relationship size at Wagner is $250,000. Fees for financial planning are generally based on the time needed for the service. Investment management fees are negotiated with each client. Some of the advisors at the firm are likewise registered representatives of broker-dealers and/or insurance companies and can earn commissions on the auction of insurance and other products. This is a conflict of interest, only clients will not pay an advisory fee on investments for which they have as well paid a committee.
Wealth Management Advisors Background
Wealth Management Advisors was founded in 2014. Wagner Wealth Management, the main possessor of WMA, is owned by Dan E. Wagner Jr. and Jeff Herman. In addition to the Greenville role, the firm has offices in Anderson and Seneca, South Carolina.
The business firm's services include financial planning, estate planning, retirement plan advisory services and investment direction.
Wagner Wealth Management Investment Strategy
Every new human relationship begins with the firm sitting downward with the new customer and gathering information on their objectives, run a risk tolerance and fiscal state of affairs. The business firm develops an investment plan based on that information and then allocates their avails among a multifariousness of potential investments, including:
- Separate account managers
- Common funds
- Substitution-traded funds (ETFs)
- Individual stocks
- Bonds
- Closed-end funds
Mutual funds and ETFs are the chief fashion advisors go client coin into the U.South. equity market.
Hanover Advisors, Inc.
Hanover Advisors is a fee-simply informational firm that works with hundreds of individual clients, both with and without high cyberspace worths. The firm also advises pension and profit-sharing plans, a charitable arrangement, corporations and other businesses. Hanover Advisors does not have a fix account minimum.
As a fee-only firm, Hanover Advisors generates revenue solely from the fees that it charges clients, not commissions that third-party firms pay for recommending certain products and services.
Hanover Advisors Background
Hanover Advisors has been in business providing investment advisory services since 1989. Stephen F. Molyneaux, the house's master owner, has spent over twenty years working in the investment industry.
The firm offers discretionary portfolio direction, financial planning and pension consulting services.
Hanover Grouping Investment Strategy
Like many other firms, Hanover Group advisors start off relationships with new clients past determining their investment objectives, risk tolerance and whatsoever other relevant information that may impact their portfolio and investment choices.
The business firm will and then customize the customer's portfolio according to their objectives and run a risk tolerance using stocks, bonds, commutation-traded funds (ETFs), mutual funds, airtight-stop funds and option securities. The business firm bases portfolio decisions on fundamental analysis and modern portfolio theory, which uses diversification to seek maximum returns for a given level of gamble.
WCM Global Wealth, LLC
Fee-only firm WCM Global Wealth serves individuals, high-cyberspace-worth individuals, pooled investment vehicles, charitable organizations and retirement plans. Its small staff of advisors includes ane certified financial planner (CFP) and one chartered financial analyst (CFA).
The business firm requires an account minimum of $250,000 for prospective clients, and it charges asset-based fees, fixed fees and performance-based fees for its advisory services.
WCM Global Wealth Background
Wholly-endemic past Erik C. Weir, WCM mainly provides investment advisory and financial planning services to its clients. The firm's financial planning process has multiple stages, including goal identification, plan development and plan implementation.
The firm was formed in 2011.
WCM Global Wealth Investment Strategy
In making investment decisions, WCM utilizes an array of strategies, including buy and hold, equity strategies, fundamental value, growth investment strategies, hedging, leverage, relative value and short selling.
The firm also studies securities using fundamental, technical, quantitative and qualitative methods of analysis.
Global View Investment Advisors, LLC
Global View Investment Advisors, a fee-but practice, is the next firm on our Greenville list. Its squad of advisors includes iv certified financial planners (CFPs). Around 30% of the house'due south clients are high-internet-worth individuals and the rest are individuals without high net worths.
There is no minimum investment or business relationship size for clients at Global View. Fees for wealth management are based on a percent of assets under management, which will non exceed 2%.
Global View Investment Advisors Background
The firm was founded in 2008. Joe E. Hines, Ken Moore and Adam Wiles all own at least 25% of the business.
Services offered by the firm include portfolio management, financial planning, tax planning and estate planning.
Global View Investment Advisors Investment Strategy
Global View lays out a four-step process for coming upwardly with an investment plan for each client:
- Get to know each other
- Review preliminary recommendations
- Agree on a course of activeness
- Implementation and ongoing service
This procedure allows advisors to come up upwards with a programme that works for each client. Nearly of the coin managed past advisors at the firm is invested in common funds, with some put into private securities and greenbacks. The firm besides employs take a chance analysis techniques aimed at identifying downside volatility. To practice this, the house examines a number of factors, including the stated investment objective of the investment manager or common fund and the historical returns of the investment manager or fund.
Family Legacy, Inc.
Family Legacy is a fee-based firm serving individuals, high-cyberspace-worth individuals, pension and turn a profit sharing plans, trusts, charitable organizations, estates and corporations. Clients must see a minimum account size requirement of $250,000.
Some qualifications among the firm'south team includes four certified public accountants (CPAs), three certified financial planners (CFPs) and two personal financial specialists (PFSs).
Family Legacy's advisory fees include nugget-based fees and stock-still fees.
Family unit Legacy Background
Founded by William W. Brown and owned by Christopher A. Chocolate-brown, Family Legacy began operations in 1995. Collectively, the father and son oversee the business firm's portfolio management, pension consulting, financial planning and consultation services.
Family Legacy Investment Strategy
Family unit 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 unit Leagacy assumes a conservative investment approach that emphasizes the use of loftier-yielding stocks and other large-cap stocks. The firm besides uses mid-cap stocks, but to a lesser degree. The firm invests in authorities bonds, preferred stocks, exchange-traded funds (ETFs), real manor investment trusts (REITs) and other securities to achieve greater diversification.
Goepper Burkhardt LLC
Goepper Burkhardt, a fee-only advisor, rounds out our listing of the acme firms in Greenville. The firm's team includes two certified fiscal planners (CFPs), i certified public auditor (CPA), a personal financial specialist (PFS) and i financial paraplanner qualified professional (FPQP).
The firm charges asset-based fees for investment management services, but may charge hourly fees when advising sure clients.
There is a minimum account size of $one 1000000 or a minimum monthly fee of $750. Clients are primarily high-net-worth individuals, although the firm also works with 1 charitable arrangement and some individuals without high net worths.
Goepper Burkhardt Groundwork
Goepper Burkhardt was founded in 2003. The firm has two partners: W. Dant Goepper and J. Bland Burkhardt III.
Services offered by the firm include wealth direction, portfolio management and comprehensive retirement planning. The firm does not offer portfolio management and retirement planning as separate services, believing each one to be critical to the success of the other.
Goepper Burkhardt Investment Strategy
The firm comes up with an investment program for each customer based on their private circumstances, including investment time horizon, risk tolerance, asset allocation parameters, investment restrictions and greenbacks flow requirements.
Nigh 80% of the assets managed by the house are in exchange-traded securities. They invest the remaining client assets in non-exchange-traded securities, cash and cash equivalents, too as bonds.
Source: https://smartasset.com/financial-advisor/greenville-sc-top-financial-advisors
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