Best Financial Planners in Greenville, South Carolina
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Top Financial Planners in Greenville
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Showing 1-50 of 149 Financial Planners listings in Greenville, SC · page 1 of 3
#1PrimeTRUST Advisors Top-Rated
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 552-4020
- primetrustadvisors.com
PrimeTRUST Advisors is a financial planner in Greenville, SC. The firm provides independent fiduciary guidance for individuals and institutions, offering services such as retirement planning, life‑event support, tailored investment solutions, and...
#2Foster Victor Top-Rated
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 720-2000
- fostervictor.com
Foster Victor is a financial planner in Greenville, SC. The firm serves successful families, entrepreneurs, and professionals seeking to build on their achievements and leave a lasting legacy. Operating as a boutique wealth firm, it provides holistic...
#3Akin Investment Advisory Top-Rated
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (844) 742-2546
- akininvestmentadvisory.com
Akin Investment Advisory is a Financial planner in Greenville, SC. Specializing in financial planning and wealth management, they offer bespoke advice tailored to each client's unique financial situation and goals. Led by Stephen Herbert Akin, who boasts over...
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- Financial Planner
- Greenville, South Carolina
- (804) 285-7333
- godseyandgibb.com
Godsey & Gibb Wealth Management is a financial planner in Greenville, SC. The firm provides comprehensive wealth management services for high net worth families, integrating investment management, tax planning, and financial planning under one roof. Operating...
#5Common Sense Retirement Planning Top-Rated
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 235-2790
- csrp.info
Common Sense Retirement Planning is a financial planner in Greenville, SC. The firm guides individuals and families through retirement preparation, offering income‑replacement strategies, investment planning, tax‑efficiency tactics, health‑care and...
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- Financial Planner
- Greenville, South Carolina
- (864) 288-2849
- wealthenhancement.com
Wealth Enhancement Group of Greenville: Wealth Enhancement Group is a financial planner in Greenville, SC. The firm provides comprehensive wealth management services through six core areas: investment management, financial planning, retirement income planning, estate planning, tax strategies, and...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 467-9800
- captrust.com
Captrust of Greenville: Captrust is a financial planner in Greenville, SC. They provide financial advisory services to individuals, retirement plan sponsors, and endowments and foundations. Captrust offers wealth management, retirement plan consulting, and investment management...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 568-5438
- oxfordadvisorygroup.com
Oxford Advisory Group of Greenville is a financial planner in Greenville, SC. The firm advises high net worth clients on planning for and living with the complexities that come with wealth, focusing on tax-efficient strategies, estate planning, and maximizing...
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- Financial Planner
- Greenville, South Carolina
- (864) 233-7405
- bluetrust.com
Blue Trust | Greenville Financial Advisors is a financial planner in Greenville, SC. The firm provides financial expertise and biblical wisdom to help clients steward wealth with clarity and purpose. Serving a variety of needs, the firm offers services for...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 775-3030
- bdo.com
BDO of Greenville is a financial planner in Greenville, SC, located at 325 W McBee Ave Suite 200. The office provides experienced guidance and services to clients within government contracting, nonprofit, and various industries across South Carolina. The...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 770-0442
- ameripriseadvisors.com
Giovanni Luccia - Private Wealth Advisor, Ameriprise Financial Services, LLC is a financial planner in Greenville, SC. Serving the Greenville area, this advisor provides personalized financial advice and comprehensive solutions designed to help clients reach...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 770-0442
- ameripriseadvisors.com
JourneyPoint Wealth Advisors - Ameriprise Financial Services, LLC is a financial planner in Greenville, SC. They offer personalized financial advice to help clients reach their financial goals and provide comprehensive services including how to get started...
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- Financial Planner
- Greenville, South Carolina
- (864) 370-3244
- retireto.com
Goepper Burkhardt LLC is a financial planner in Greenville, SC. The firm specializes in retirement planning and wealth management, primarily serving retirees and pre-retirees. Established in January 2003, the company operates as an independent, fee-only SEC...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-9222
- ameripriseadvisors.com
Gerald Ray Johnson - Financial Advisor, Ameriprise Financial Services, LLC: Financial planner - Rating: N/A
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 331-4400
- j-freeman.com
J Freeman & Associates is a financial planner in Greenville, SC. For nearly 20 years, the firm has provided customized wealth and risk management solutions to individuals, small- and mid-size businesses, and nonprofits. Their service offerings include...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 252-3445
- locators.bankofamerica.com
Bank of America Financial Center is a financial planner in Greenville, SC. This location provides a variety of banking and financial services, including access to a walk-up ATM for cash and deposits. Clients can engage with an experienced local team to...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 375-4700
- marinerfinance.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 270-3285
- ameripriseadvisors.com
Kenneth Langford - Financial Advisor, Ameriprise Financial Services, LLC: Financial planner - Rating: N/A
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 250-3000
- ameripriseadvisors.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 451-7890
- ameripriseadvisors.com
Jeff Froman - Financial Advisor, Ameriprise Financial Services, LLC is a financial planner in Greenville, SC. Serving the Greenville area, Jeff specializes in providing personalized financial advice to help clients achieve their goals. As a CFP® and AAMS®...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 546-5264
- panningwealth.com
Panning Wealth is a financial planner in Greenville, SC. The firm provides financial planning and wealth management for business owners in their 40s and older throughout the Greenville and Spartanburg, South Carolina area. Specialized services include...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 770-0442
- ameripriseadvisors.com
Jonathan Healey - Financial Advisor, Ameriprise Financial Services, LLC: Financial planner - Rating: N/A
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 704-8964
- ameripriseadvisors.com
Amy Garrison - Financial Advisor, Ameriprise Financial Services, LLC: Financial planner - Rating: 5
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 272-0818
- globalviewinv.com
Global View Investment Advisors is a financial planner in Greenville, SC. The firm provides conservative wealth management and comprehensive financial planning services designed to help families secure their futures. Their specialized offerings include...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (818) 694-5298
- ameripriseadvisors.com
Philip Decallejon - Financial Advisor, Ameriprise Financial Services, LLC: Financial planner - Rating: N/A
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 527-5920
- meanswealth.com
Means Wealth Management South Carolina is a financial planner in Greenville, SC, located at 325 Augusta St. It holds a rating of 1.00 based on 1 reviews. Founded in 1935 by David G. Means, the firm is a family-owned, fee-only fiduciary registered investment...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 250-3000
- ameripriseadvisors.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 255-4555
- raymondjames.com
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- Financial Planner
- Greenville, South Carolina
- (864) 270-3285
- ameriprise.com
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- Financial Planner
- Greenville, South Carolina
- (864) 289-2100
- courtlandwilliams.com
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- Financial Planner
- Greenville, South Carolina
- (864) 233-0808
- familylegacyinc.com
Family Legacy, Inc. is a financial planner in Greenville, SC, located at 900 Pendleton St Suite 200. It holds a rating of 5.00 based on 4 reviews. Founded in 1995 by father-and-son team William and Christopher Brown, the firm advises individuals, families...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 626-4380
- proplanwealth.com
Professional Planning & Wealth is a financial planner in Greenville, SC, located at 242 S Pleasantburg Dr. The firm provides financial planning, wealth management, retirement plans, and CFP® guidance to busy, successful families and companies. The practice...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0875
- advisor.ml.com
Merrill Lynch Financial Advisor Todd Atkins is a financial planner in Greenville, SC. Serving the local community, Todd Atkins provides wealth management services and personalized financial strategies designed to help clients pursue long-term goals. As a Vice...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (301) 230-6634
- advisor.ml.com
Merrill Lynch Senior Consultant Steven Lvovsky is a financial planner in Greenville, SC. The practice provides wealth management services and personalized financial strategies to clients. The Lvovsky Baker Freed Group offers investment insights through...
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- Financial Planner
- Greenville, South Carolina
- (864) 250-4361
- cwgadvisors.com
Cornerstone Wealth Advisors of Greenville is a financial planner in Greenville, South Carolina. The firm specializes in retirement and investment management, providing fiduciary wealth planning for established individuals, families with complex financial...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 292-3770
- ameripriseadvisors.com
Roy Simmons - Ameriprise Financial Services, LLC is a financial planner in Greenville, SC, serving individuals and families seeking personalized guidance to achieve long-term financial goals. Specializing in retirement planning, investment management, and...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 235-1428
- beaconpointe.com
Beacon Pointe Advisors of Greenville is a financial planner in Greenville, SC. The firm provides personalized financial planning, investment management, insurance and asset protection, and strategic tax planning for individuals and families. Services also...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0800
- advisor.ml.com
Merrill Lynch Wealth Management of Greenville: Merrill Lynch Wealth Management is a Financial planner in Greenville, SC. They provide comprehensive financial planning services to individuals, families, business owners, executives, and institutions, addressing wealth management needs across various market...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 375-4700
- marinerwealthadvisors.com
Mariner of Greenville: Mariner is a financial planner in Greenville, SC. They offer comprehensive services tailored for both individuals and businesses, including wealth planning, investment management, tax preparation, estate planning, risk advisory, insurance solutions, and more...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0825
- advisor.ml.com
Merrill Lynch Financial Advisor Jeffrey Anderson is a financial planner in Greenville, SC. He serves as a Senior Financial Advisor, holding NMLS number 1436203, and works one-on-one with clients to develop personalized financial strategies for long-term...
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- Financial Planner
- Greenville, South Carolina
- (864) 235-6408
- norrisfinancialgroup.com
Norris Financial Group is a financial planner in Greenville, SC. The family-owned fiduciary RIA provides investment management, financial planning, retirement services, and insurance to individuals and families. The firm utilizes the OneLife Comprehensive...
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- Financial Planner
- Greenville, South Carolina
- (803) 666-0331
- mosaicwealthstrategies.com
Mosaic Wealth Strategies, LLC is a financial planner in Greenville, SC. The firm provides comprehensive, fee‑based financial planning and investment management services that focus on helping women achieve clarity, confidence, and peace of mind with their...
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- Financial Planner
- Greenville, South Carolina
- (864) 434-2489
- uswealthadvisors.td.com
Taylor Cox - TD Wealth Financial Advisor is a financial planner in Greenville, South Carolina, serving individuals and small businesses with personalized financial strategies. Based at 102 S Main St, the advisor specializes in financial planning, investment...
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- Financial Planner
- Greenville, South Carolina
- (864) 292-3770
- ameripriseadvisors.com
Larkin Watson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a financial planner in Greenville, SC. Larkin specializes in providing personalized financial advice to help clients achieve their financial goals and has over 18 years of...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 322-6046
- bcaprivatewealth.com
BCA Private Wealth is a financial planner in Greenville, SC, located at 15 Halton Green Way. The firm offers personalized financial planning, investment advisory, retirement planning, tax planning, and risk management services to individuals, families, and...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 255-4800
- rbcwealthmanagement.com
RBC Wealth Management of Greenville is a financial planner in Greenville, SC. The firm provides personalized wealth management, retirement planning, and estate planning services for high-net-worth individuals, families, business owners, entrepreneurs, and...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0876
- advisor.ml.com
Merrill Lynch Financial Advisor Bradley Vaughan is a financial planner in Greenville, SC, located at 355 S Main St. The Vaughan Group provides wealth management services to affluent individuals, families, foundations, and endowments. The group was established...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0843
- advisor.ml.com
Merrill Lynch Financial Advisor Mark Ferguson is a financial planner in Greenville, SC. He provides financial and wealth management services, focusing on helping individuals and families create strategies to pursue their specific financial goals. His...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0835
- advisor.ml.com
Merrill Lynch Financial Advisor William Long is a financial planner in Greenville, South Carolina, serving individuals and families seeking personalized wealth management solutions. Based at 355 S Main St, the advisor offers services in retirement income...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0844
- advisor.ml.com
Merrill Lynch Financial Advisor Lindsey Connell is a financial planner in Greenville, SC. The practice operates as The Elrod Long & Hyatt Group. The firm provides financial and wealth management services by designing and implementing personalized plans. These...
What the Data Shows for Financial Planners in Greenville
23% of the 147 financial planners we measured in Greenville reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 71.
The average Google rating across 70 rated financial planners is 4.3, and the median listing has 1 review.
None of the 149 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 149 financial planners in Greenville, South Carolina by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Greenville ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Greenville, South Carolina does BizScoreAI track?
149 financial planners in Greenville currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 81.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 23% of measured financial planners in Greenville score 50 or higher.
Is being listed free?
Yes. Every financial planner in Greenville is listed and scored for free, and claiming a listing is free too.
