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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenville, SC

Every SEC-registered investment adviser representative at a firm office in Greenville, with the firms that employ the most of them.

The short answer

688 registered advisors work in Greenville; the most are at Edward Jones (42). 113 list the CFP designation and 479 are also registered broker representatives.

Firms with the most advisors in Greenville

FirmAdvisors in Greenville
Edward Jones news42
Td Private Client Wealth LLC41
Merrill Lynch, Pierce, Fenner & Smith Incorporated news33
LPL Financial LLC news29
Raymond James & Associates, Inc. news26
Wells Fargo Clearing Services, LLC news23
UBS Financial Services Inc. news21
Foster Victor18
Strategic Advisers LLC18
Ameriprise Financial Services, LLC news17
Captrust news17
Truist Advisory Services, Inc. news16
Equitable Advisors, LLC news14
State Farm Investment Management Corp.14
Morgan Stanley news13
The Fiduciary Alliance13
Cambridge Investment Research Advisors, Inc. news12
Trunorth Advisors12
Eagle Strategies LLC11
Charles Schwab & Co., Inc. news10
Discipline Wealth Solutions, Inc.10
Raymond James Financial Services Advisors, Inc. news10
MML Investors Services, LLC9
Dba Big Money Retirement And Big Retirement8
Wells Fargo Advisors Financial Network, LLC news8

Advisors in Greenville, A to Z (first 300 of 688)

CFP advisors in Greenville →

Other cities in South Carolina

All of South Carolina →

Columbia 520Fort Mill 498Charleston 399Mount Pleasant 313Myrtle Beach 168Spartanburg 123Mt. Pleasant 122Bluffton 121Summerville 96Rock Hill 83Lexington 82Hilton Head Island 81North Charleston 68Daniel Island 66Florence 62Mt Pleasant 59Aiken 58Greer 58Anderson 55Beaufort 53Simpsonville 50Seneca 40Sumter 36Pawleys Island 30

Questions

How many financial advisors are in Greenville, SC?

688 investment adviser representatives are registered at firm offices in Greenville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records. 479 of them are also registered as broker representatives, and 113 list the CFP designation.

Which firm has the most financial advisors in Greenville?

Edward Jones, with 42 registered advisors in Greenville, followed by Td Private Client Wealth LLC with 41.

How do I check a financial advisor in Greenville?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.