Best Financial Planners in Greenville, South Carolina
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Greenville
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Showing 51-100 of 149 Financial Planners listings in Greenville, SC · page 2 of 3
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0839
- advisor.ml.com
Merrill Lynch Financial Advisor Robert Elrod is a financial planner in Greenville, SC. The Elrod Long & Hyatt Group provides financial and wealth management services, focusing on helping individuals and families design and implement personalized financial...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 520-5062
- myplanningpro.com
My Planning Pro is a financial planner in Greenville, SC. They specialize in wealth management and retirement solutions, providing sophisticated financial strategies to help clients achieve their investment goals. With over 23 years of experience, the team...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 438-3817
- advisor.janney.com
Waingart Wealth Advisors of Janney Montgomery Scott is a financial planner in Greenville, SC. The team advises senior executives, corporate professionals, and select business owners on retirement planning and wealth management. The practice operates as a...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 250-9033
- oakcapitalmgt.com
Oak Capital Management is a financial planner in Greenville, SC. The firm provides collaborative financial advice to individuals, families, and businesses, offering specialized services such as wealth management, retirement planning, estate planning, cash...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 239-0393
- ameripriseadvisors.com
Edgeworth Capital Group - Ameriprise Financial Services, LLC is a financial planner in Greenville, SC. They offer personalized financial advice to help clients achieve their financial goals and priorities. The firm specializes in private wealth advisory...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 335-2425
- greenwoodcapital.com
Greenwood Capital is a financial planner in Greenville, South Carolina. The firm provides wealth and asset management services to families, institutional investors, and financial advisors through a comprehensive and consultative approach to financial planning...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 256-7470
- uswealthadvisors.td.com
Shane George is a financial planner in Greenville, SC, located at 102 S Main St. He works closely with clients to explore strategies and solutions as part of their overall financial plans, helping them with investment and retirement savings goals. His...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 292-3770
- ameripriseadvisors.com
Bugay, Watson & Associates is a financial planner in Greenville, SC. They provide personalized financial advice to help clients reach their financial goals through services like wealth management and financial planning. The team at Bugay, Watson & Associates...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 254-0032
- aseadvisors.com
ASE Wealth Advisors is a financial planner in Greenville, SC. The firm serves dynamic families and private business owners, providing strategic advisory services designed to protect wealth and amplify legacies. The firm is recognized with a 5.00 rating. The...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0811
- advisor.ml.com
Merrill Lynch Financial Advisor John Hyatt is a financial planner in Greenville, SC, located at 355 S Main St, Greenville, SC 29601. The Elrod Long & Hyatt Group provides financial and wealth management services to individuals and families. The group focuses...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0834
- advisor.ml.com
Merrill Lynch Financial Advisor Austin Rose is a financial planner in Greenville, SC. The Vaughan Group was created in 1992 with the goal of becoming a planning-based financial advisory group for the high net worth marketplace. The group serves affluent...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 631-2455
- bailleygroup.com
Bailley Group Wealth Management of Greenville: Bailley Group Wealth Management is a financial planner in Greenville, South Carolina. The firm provides personalized financial planning, estate planning, and various investment and insurance products. Rather than using a one-size-fits-all approach, the firm...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 751-1945
- streamlineassetmanagement.com
Streamline Asset Management is a financial planner in Greenville, SC. They specialize in asset management that protects investor capital and maximizes performance, serving sectors such as healthcare, office, mixed-use, and retail properties. Their services...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 679-0500
- investedwithyou.com
Intelligent Investing‑ Wealth Management is a financial planner in Greenville, SC. The boutique firm provides fee‑only wealth management and comprehensive financial planning for high‑net‑worth individuals, families, executives, professionals, women...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 289-2103
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 696-2410
- provistawealth.com
Provista Wealth Advisors of Greenville: Provista Wealth Advisors is a financial planner in Greenville, SC. They specialize in removing the worry behind wealth management by offering services such as financial planning, asset management, tax and estate planning, retirement planning, and insurance...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-8515
- advisors.ubs.com
Daniel Fetterolf, CFA, CFP is a financial planner in Greenville, SC, serving as a Senior Vice President for Wealth Management, Senior Portfolio Manager, and Retirement Plan Consultant. He works with a diverse range of clients, including entrepreneurs...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 239-0393
- ameripriseadvisors.com
Douglas H Smith - Private Wealth Advisor at Ameriprise Financial Services, LLC is a financial planner in Greenville, SC. Specializing in personalized financial advice to help clients achieve their financial goals and priorities, Douglas offers comprehensive...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 297-6125
- wealthtrainingacademy.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 686-5355
- northendprivatewealth.com
NorthEnd Private Wealth is a financial planner in Greenville, South Carolina. The firm provides a variety of specialized services including investment management, retirement planning, legacy planning, and risk management, as well as cash flow and debt...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0855
- advisor.ml.com
Merrill Lynch Financial Advisor Kimberly Elmore is a financial planner in Greenville, SC. The practice operates as The Elmore Group, offering wealth management services to individuals and families in the Greenville area. The advisor focuses on creating...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0853
- advisor.ml.com
Merrill Lynch Financial Advisor Johnny Ruiz is a financial planner in Greenville, South Carolina, serving individuals and families seeking personalized wealth management solutions. Based at 355 S Main St, he offers comprehensive financial planning, investment...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0833
- advisor.ml.com
Merrill Lynch Financial Advisor William West is a financial planner in Greenville, SC. Operating as The Elmore Group, the firm provides wealth management services and financial planning to individuals and organizations throughout the Upstate of South Carolina...
#74Sage Wealth
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 208-9140
- sagewealthsc.com
Sage Wealth is a financial planner in Greenville, SC, offering personalized financial strategies to individuals and families navigating life transitions. The firm specializes in comprehensive financial planning, including retirement planning, investment...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 820-9001
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 800-1831
- retiretrunorth.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 302-8384
- northbridgewealth.com
Northbridge Wealth Management is a financial planner in Greenville, South Carolina, serving individuals, families, and family-owned businesses with comprehensive financial planning services. The firm specializes in retirement planning, investment management...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 467-0007
- greenville.bairdwealth.com
Baird Private Wealth Management of Greenville: Baird Private Wealth Management is a financial planner in Greenville, South Carolina, serving individuals and families with comprehensive wealth planning, investment management, and long-term financial guidance. Based in downtown Greenville at 300 North Main...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 232-8884
- foothillswm.com
Foothills Wealth Management of Greenville: Foothills Wealth Management is a financial planner in Greenville, SC. They offer comprehensive services including strategic partnerships, financial planning, and expertise in areas such as retirement, estate, investment, insurance, tax, and lifestyle...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-8550
- advisors.ubs.com
The Gabriele-Milionis Group is a financial planner in Greenville, South Carolina, providing wealth management services to individuals and families. The firm specializes in personalized financial planning, portfolio management, and investment strategies...
#81Newton Group
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-8560
- advisors.ubs.com
Newton Group is a financial planner in Greenville, SC. They offer wealth management services and specialize in customizing strategies to meet individual needs and objectives. Led by Christopher J. "Chris" Newton, CFP, the team leverages extensive experience...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-8501
- advisors.ubs.com
The Sorensen Moore Group is a financial planner in Greenville, SC, offering wealth management services tailored to individuals and families seeking long-term financial security. The team specializes in personalized financial planning, investment management...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 235-5217
- theibexgroup.com
The Ibex Group is a financial planner in Greenville, South Carolina. The firm specializes in practice development and providing wealth management and advisory support to help independent financial advisors achieve their professional goals. Through a...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 297-0762
- northstar65.com
NorthStar Financial & Retirement Planning, LLC is a financial planner in Greenville, SC, serving individuals and couples in their mid-50s and older who are preparing for retirement. The firm specializes in personalized investment management, income planning...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (800) 689-3935
- alloywealth.com
Alloy Wealth Management of Greenville is a financial planner in Greenville, South Carolina. The firm serves clients throughout the Carolinas, focusing on the specific needs and values of pre-retirees and retirees. Their specialized services include retirement...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 655-4700
- upstatewealthmanagement.com
Upstate Wealth Management is a financial planner in Greenville, SC. The firm provides full-service financial planning and investment advising for individuals and businesses. Services include creating custom wealth management plans for clients, families, or...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (800) 223-7729
- fidelity.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-4920
- advisors.ubs.com
The Gallivan Group - UBS Financial Services Inc. is a financial planner in Greenville, SC, located at 17 W McBee Ave. Operating as a UBS Private Wealth Management practice, the firm focuses on serving families that seek expertise in wealth and legacy...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-0737
- colonialtrust.com
Colonial Trust Co of Greenville: Colonial Trust Co is a financial planner in Greenville, SC. They provide wealth management and fiduciary services across South Carolina for over a century, serving individuals, families, and institutions with comprehensive solutions tailored to their...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 255-4546
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 464-9626
- crescentwm.com
Crescent Wealth Management is a financial planner in Greenville, SC. They specialize in providing personalized strategies and trusted advice for managing wealth, catering to the unique needs of each client. With over two decades of experience, they offer...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 255-4802
- us.rbcwealthmanagement.com
Stephen Hall - RBC Wealth Management Financial Advisor is a financial planner in Greenville, SC. Operating as part of the Heritage Wealth Group, this practice provides wealth management services and professional financial planning to clients. The Heritage...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 448-1046
- firsthorizon.com
Rebecca Davis, Mortgage Loan Officer, First Horizon Bank is a financial planner in Greenville, SC, specializing in mortgage lending for individuals and families across the region. She serves clients seeking conventional loans, jumbo loans, physician loans...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 250-1376
- rogersfinancialgroup.com
Rogers Financial Group of Greenville: Rogers Financial Group is a financial planner in Greenville, SC. The firm provides personalized financial planning, wealth management, and retirement strategies for individuals and families. Their specialized services include investment management, estate...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 371-6700
- cplanning.com
Consolidated Planning of Greenville is a financial planner in Greenville, SC, located at 233 N Main St STE 200. The firm provides both business and individual financial services, helping clients create plans for business growth, savings, investment planning...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 527-0434
- muncasterfinancial.com
Muncaster Financial Group is a financial planner in Greenville, SC, located at 9 Whitsett St. The firm serves high net worth individuals, families, successful business owners, and professionals seeking to reach personal goals, while helping to build and...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-2050
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-6332
- advisors.ubs.com
The Parham, Arrowood, Bragdon Institutional Consulting Group is a financial planner in Greenville, SC. They specialize in wealth management services and aim to help clients organize their finances around both short-term needs and long-term goals. With a focus...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (803) 784-4574
- abacusplanninggroup.com
Abacus Planning Group is a financial planner in Greenville, SC, located at 115 E Camperdown Way. The firm partners with families to manage complex assets and family relationships through fee-only financial planning. Services include wealth planning...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-6860
- private.bankofamerica.com
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.
