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Top RIA Firms in Greenville, South Carolina
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Greenville, South Carolina. This hub covers 20 matching firms with $11.0B in total reported AUM and median AUM of $365.1M.
Firms
20
Matching current profiles
Total AUM
$11.0B
Reported regulatory AUM
Median AUM
$365.1M
Across firms with AUM
Largest firm
$2.6B
Foster Victor
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Foster Victor CRD 283656 · Limited Liability Company | GREENVILLE, SC | $2.6B Mar 2026 | +$491.6M+22.8% | +$1.4B+112.7% | +$1.9B+256.8% | — | +12 employees+40.0% over 3Y | +2,178 accounts+46.8% over 3Y |
| 2. The Fiduciary Alliance CRD 284924 · Limited Liability Company | GREENVILLE, SC | $2.5B Apr 2026 | +$604.3M+31.4% | +$1.7B+192.1% | +$2.2B+736.8% | — | +48 employees+171.4% over 3Y | -2,359 accounts-20.5% over 3Y |
| 3. Discipline Wealth Solutions, INC. CRD 315846 · Corporation | GREENVILLE, SC | $746.7M May 2026 | +$430.4M+136.1% | — | — | — | +16 employees+800.0% over 3Y | -850 accounts-30.9% over 1Y |
| 4. Wealth Management Advisors, LLC CRD 171260 · Limited Liability Company | GREENVILLE, SC | $686.1M Mar 2026 | +$123.4M+21.9% | +$260.7M+61.3% | +$281.7M+69.7% | — | +1 employees+11.1% over 3Y | -74 accounts-5.5% over 3Y |
| 5. Global View Investment Advisors, LLC CRD 145499 · Limited Liability Company | GREENVILLE, SC | $553.8M Feb 2026 | +$121.6M+28.1% | +$172.3M+45.2% | +$254.4M+85.0% | +$429.3M+344.7% | 0 employees+0.0% over 3Y | +140 accounts+9.2% over 3Y |
| 6. Match Grade Advisors CRD 299181 · Limited Liability Company | GREENVILLE, SC | $479.4M Mar 2026 | +$118.4M+32.8% | +$256.1M+114.7% | +$334.8M+231.7% | +$339.3M+242.1% | +3 employees+60.0% over 3Y | -29 accounts-7.2% over 3Y |
| 7. Hardin Capital Partners, LLC CRD 153023 · Limited Liability Company | GREENVILLE, SC | $447.8M Feb 2026 | +$99.9M+28.7% | +$127.7M+39.9% | +$326.0M+267.7% | +$400.5M+846.9% | 0 employees+0.0% over 3Y | +316 accounts+31.2% over 3Y |
| 8. Primetrust Advisors LLC CRD 141625 · Limited Liability Company | GREENVILLE, SC | $421.6M Mar 2026 | +$27.1M+6.9% | +$163.8M+63.5% | +$182.6M+76.4% | +$356.2M+545.2% | 0 employees+0.0% over 3Y | +18 accounts+47.4% over 3Y |
| 9. Goepper Burkhardt LLC CRD 127896 · Limited Liability Company | GREENVILLE, SC | $380.3M Mar 2026 | +$54.6M+16.8% | +$125.4M+49.2% | +$181.7M+91.5% | +$234.3M+160.5% | +1 employees+25.0% over 3Y | +342 accounts+71.0% over 3Y |
| 10. Family Legacy, INC. CRD 110945 · Corporation | GREENVILLE, SC | $377.3M Mar 2026 | +$45.5M+13.7% | +$117.3M+45.1% | +$134.6M+55.5% | +$281.6M+294.3% | 0 employees+0.0% over 3Y | +407 accounts+167.5% over 3Y |
| 11. Norris Financial Group, LLC CRD 129422 · Limited Liability Company | GREENVILLE, SC | $353.0M Mar 2026 | +$157.4M+80.4% | +$187.9M+113.8% | +$214.9M+155.5% | +$298.5M+548.2% | +2 employees+50.0% over 3Y | +174 accounts+24.2% over 3Y |
| 12. Bca Private Wealth, INC. CRD 140913 · Corporation | GREENVILLE, SC | $317.3M Feb 2026 | +$55.0M+21.0% | +$142.7M+81.7% | +$198.5M+167.1% | +$212.2M+201.8% | +2 employees+66.7% over 3Y | +469 accounts+52.2% over 3Y |
| 13. Resolute Capital, LLC CRD 304558 · Limited Liability Company | GREENVILLE, SC | $300.8M Mar 2026 | +$119.9M+66.3% | — | — | +$119.9M+66.3% | +7 employees+29.2% over 1Y | +793 accounts+48.3% over 1Y |
| 14. J. Freeman & Associates CRD 144039 · Limited Liability Company | GREENVILLE, SC | $175.0M May 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 15. Burgess Investment Group, LLC CRD 318698 · Limited Liability Company | GREENVILLE, SC | $147.1M Apr 2026 | — | — | — | +$38.2M+35.0% | +8 employees+72.7% over Total | +167 accounts+24.0% over Total |
| 16. V.m. Manning & CO., INC. CRD 2655 · Corporation | GREENVILLE, SC | $133.3M Feb 2026 | +$103.3M+344.5% | +$103.3M+344.5% | +$103.3M+344.5% | +$101.3M+316.7% | 0 employees+0.0% over Total | +44 accounts+141.9% over 3Y |
| 17. Idle Hill Advisors LLC CRD 317040 · Limited Liability Company | GREENVILLE, SC | $107.5M Mar 2026 | — | — | — | +$3.7M+3.5% | +1 employees+16.7% over Total | +619 accounts+309.5% over Total |
| 18. Taverik Capital, LLC CRD 156594 · Limited Liability Company | GREENVILLE, SC | $97.5M Mar 2026 | -$9.3M-8.7% | -$278.7M-74.1% | -$210.7M-68.4% | -$101.5M-51.0% | -1 employees-9.1% over 3Y | -164 accounts-56.9% over 3Y |
| 19. Novus Advisors CRD 157908 · Limited Liability Company | GREENVILLE, SC | $91.3M Apr 2026 | -$111.7M-55.0% | -$83.4M-47.8% | -$91.5M-50.1% | -$18.7M-17.0% | -2 employees-28.6% over 3Y | -121 accounts-24.3% over 3Y |
| 20. Matty Ai INC. CRD 317016 · Corporation | GREENVILLE, SC | $39.3K Mar 2026 | +$2.7K+7.5% | +$35.2K+861.8% | — | — | 0 employees+0.0% over 3Y | +122 accounts+938.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.