Best Financial Planners in Greenville, South Carolina
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Greenville
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 101-149 of 149 Financial Planners listings in Greenville, SC · page 3 of 3
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 232-2320
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-6745
- private.bankofamerica.com
Bank of America Private Client Advisor Frank Wilson is a financial planner in Greenville, SC, offering personalized wealth management services to high-net-worth individuals and families. Based at 355 S Main St, he provides tailored strategies in investment...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 289-2100
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-0920
- aegisfinancialgroupinc.com
Aegis Financial Group Inc is a financial planner in Greenville, SC. Serving the South Carolina upstate area, the firm provides corporate and individual financial services designed to address both immediate needs and long-term goals. The company holds a 5.00...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-6766
- private.bankofamerica.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-6720
- private.bankofamerica.com
Bank of America Private Client Advisor Ann Robinson is a financial planner in Greenville, South Carolina. Serving high and ultra-high net worth clients, the practice provides specialized wealth management services, including investment management, wealth...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0818
- advisor.ml.com
Merrill Lynch Financial Advisor Terry Steele is a financial planner in Greenville, SC. The Steele Forbes Group provides wealth management strategies and personalized service to individuals and institutions. The firm holds a 4.00 rating based on client...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0819
- advisor.ml.com
Merrill Lynch Financial Advisor Kyle Cote is a financial planner in Greenville, South Carolina, serving individuals and institutions through personalized wealth management strategies. He is part of The Steele Forbes Group, a team with 83 years of combined...
#109Provident Wealth
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 558-8300
- providentwealthsc.com
Provident Wealth is a financial planner in Greenville, SC, located at 119 Manly St. The firm provides financial services designed to organize and simplify client finances with the goal of maximizing resources and helping people balance their present with...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-8570
- advisors.ubs.com
Christopher J. Newton, CFP is a financial planner in Greenville, SC. He specializes in wealth management and provides services such as income strategies, alternative short-term cash management, and lending needs. With over 18 years of experience, Chris...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (740) 439-0831
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 455-4801
- us.rbcwealthmanagement.com
Heritage Wealth Group is a financial planner in Greenville, SC. As part of RBC Wealth Management, the firm provides wealth management approaches and client experience services to those seeking professional financial guidance. The firm focuses on a structured...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 255-4803
- us.rbcwealthmanagement.com
John H. Stephens Jr. - 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...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 289-2111
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 255-4807
- us.rbcwealthmanagement.com
Samuel Reese III - RBC Wealth Management Financial Advisor is a financial planner in Greenville, SC. Operating as part of the Heritage Wealth Group, the firm provides wealth management services and professional financial planning. The firm emphasizes a...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (786) 857-5400
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 241-8560
- advisors.ubs.com
Christopher John Newton II, CFP is a financial planner in Greenville, South Carolina, serving individuals and families with personalized financial strategies. He specializes in retirement planning, estate planning, and investment management, leveraging his...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 213-2000
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0878
- advisor.ml.com
Merrill Lynch Financial Advisor Felipe Goodman is a financial planner in Greenville, South Carolina, serving individuals and families seeking personalized financial guidance. Specializing in long-term wealth planning, retirement strategy, and investment...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 235-6760
- hanoveradvisorsinc.com
hanover advisors hanover advisors: Hanover Advisors is a financial planner in Greenville, SC. They offer services such as retirement planning, investment advice, estate management, insurance solutions, tax guidance, and lifestyle consulting to their clients. Their expertise lies in providing...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 214-1108
- bevanwealthandtaxstrategies.com
Shari Bevan, Attorney, ChFC, CLU, Bevan Wealth & Tax Strategies is a financial planner in Greenville, SC. The firm provides services in financial planning, retirement income planning, risk management, insurance services, long term care planning, tax planning...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 250-0661
- matchgradeadvisors.com
Match Grade Advisors is a financial planner in Greenville, SC. The firm provides holistic financial planning and strategic services to both individuals and corporations, with a specific focus on corporate retirement plan sponsors. The team strives for a high...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (803) 736-2020
- harwoodwealthmgmt.com
Harwood Wealth Management is a financial planner in Greenville, SC, located at 19 Halton Green Way. The firm provides financial guidance to individuals and businesses, helping clients navigate their financial journey from early career stages to retirement...
#124WSG Partners LLC
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (843) 837-8562
- mywsgteam.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 255-4573
- fallsparkcapital.com
Falls Park Capital of Raymond James is a financial planner in Greenville, SC. The firm provides sophisticated wealth management services tailored to individual needs, guiding clients through the financial landscape with professional skill and comprehensive...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 298-0861
- advisor.ml.com
Merrill Lynch Financial Advisor Bryon Forbes is a financial planner in Greenville, SC. Operating as The Steele Forbes Group, the firm provides wealth management strategies and personalized service to individuals and institutions. The practice holds a 4.00...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 605-7030
- graveswm.com
Graves Wealth Management is a financial planner in Greenville, SC. The firm provides wealth management, financial planning, and investment management services, tailoring portfolios to meet individual investment objectives and risk tolerances. They also...
#128Yarbrough Group
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-5321
- fa.wellsfargoadvisors.com
Yarbrough Group is a financial planner in Greenville, SC. The firm provides comprehensive wealth management and investment planning services designed to help individuals prepare for major life events and achieve specific lifestyle goals. The team at Yarbrough...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 232-2881
- northwesternmutual.com
Northwestern Mutual - Greenville: Financial planner - Rating: N/A
Score breakdown
- Financial Planner
- Greenville, South Carolina
- tnbfinancial.com
Tnb Financial Services of Greenville: Financial planner - Rating: N/A
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 284-6511
- southeastfinancialadvisors.com
Southeast Financial Advisors, LLC is a financial planner in Greenville, South Carolina. The firm is a registered investment advisory practice focused on investment management and financial planning, serving individual, corporate, and institutional clients...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 213-2003
- raymondjames.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 527-5982
- matthewswm.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 370-2050
- azimuthwealthadvisory.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 558-2332
- preferredspecialist.53.com
Fifth Third Preferred, Nicole Grellman is a financial planner in Greenville, South Carolina, serving individuals and families with personalized investment, retirement, and borrowing solutions. As part of the Fifth Third Preferred Program, the firm integrates...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 558-2476
- securitiesadvisors.53.com
Fifth Third Securities - Matthew Oconnor is a financial planner in Greenville, SC. Matthew provides personalized investment guidance to help clients make their financial goals a reality. He uses a one-on-one approach to develop investment plans that work for...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 244-0375
- theretirementcompany.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 233-9395
- belmont.com
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (803) 957-3073
- local.thrivent.com
Alan Hyatt - Thrivent: Financial planner - Rating: 4.7
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 252-4200
- hardincapitalpartners.com
Hardin Capital Partners, LLC: Financial planner - Rating: 4.4
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 365-0308
- 3dwm.nm.com
3D Wealth Management: Financial planner - Rating: 5
Score breakdown
- Financial Planner
- Greenville, South Carolina
- upstatelegacyplanning.com
Upstate Legacy Planning Group: Financial planner - Rating: 5
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 679-3838
- mcbeeavenuewealth.nm.com
McBee Avenue Wealth Advisors: Financial planner - Rating: 4.4
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 235-9999
- regroupusa.com
Resource Equity Group is a financial planner in Greenville, SC, located at 402 Brookwood Dr. The firm provides insurance and employee benefit solutions to consumers and employers. It specializes in estate planning for business owners and executives, as well...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 527-5990
- seacrestwm.com
SeaCrest Wealth Management, LLC: Financial planner - Rating: 5
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 729-4040
- goodlifegreenville.com
Good Life Financial Advisors of Greenville is a financial planner in Greenville, SC. The firm specializes in helping individuals develop sound retirement strategies and provides personalized, hands-on service to those approaching retirement or already in...
Score breakdown
- Financial Planner
- Greenville, South Carolina
- (864) 501-5108
- sovereignpw.com
Sovereign Private Wealth of Greenville: Financial planner - Rating: 5
- Financial Planner
- Greenville, South Carolina
- (864) 242-3637
- cwmg.net
- Financial Planner
- Greenville, South Carolina
- (864) 242-1914
- advancedplanning.net
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.
