Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Greenville, United States

Name: 401k plan advisors based in Greenville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 50 companies tracked

RevenueBase identified 50 company matches for 401k plan advisors associated with Greenville, United States as of September 2026 and tracks 277 professional contacts across them, including 132 with verified work emails. Across the United States, New York is the largest hub for this category (126 companies); Greenville has 50.

This list covers company matches for 401k plan advisors associated with Greenville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

50Companies

277Contacts tracked

132Verified emails

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The 25 largest 401k plan advisors based in Greenville, United States

Ranked by team size

Top 25 of 50 company matches for 401k plan advisors based in Greenville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Trunorth Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	29 contacts →
	Exact match “We help individuals and families work toward achieving their financial goals and maximizing their retirement!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Parallel Financial	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “As an independent financial services firm with an unwavering commitment to our client's success, we use innovative and creative thinking to find opportunities for our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	BIG Money Retirement	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “As an independent financial advisory firm, we uphold the highest standards of fiduciary care.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Mcbee Avenue Wealth Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “You’ve worked hard to accomplish what you have, and now it’s time to live your life with peace and confidence, knowing you’ve done the right things to be a good steward of your…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	ASE Private Wealth	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “We are ASE Private Wealth™ an independent financial firm in Greenville, SC.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Fintrust Capital Advisors, LLC	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “Our mission is to deliver financial peace of mind with unequaled confidence and conviction." Our core values capture our firm’s collective heartbeat and represent the principals…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Provista Wealth Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Provista Wealth Advisors guide clients in the best financial plan for maximizing wealth to make the most impact in achieving goals for the people and causes they care about most-…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	The Wealth Training Academy	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “When retirement starts to feel like a new business, you need a CFO.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Family Legacy, INC	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “What does your money represent?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Blue Trust - Greenville	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	201-500	8 contacts →
	Exact match “Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Clarity Financial Solutions	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	R&r Financial Advisors, LLC	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Our stories began in completely different environments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Crescent Wealth Management	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We have the resources and experience to help you navigate the complexities of managing wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Match Grade Advisors, LLC	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At Match Grade, precision and accuracy are what we strive for daily.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Carolina Wealth Management, INC	Exact match	Greenville, NC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “We are Carolina Wealth Management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Schoen Capital Group Of Raymond James	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “As stewards of your wealth, our team is honored to share in the great responsibility of caring for your future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Novus Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Novus Advisors is an independent, fee-only, SEC registered investment advisor based in Greenville, SC.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Madison Financial	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “With over 50 years combined financial wellness experience, we specialize in 401k plan management for leaders + uniquely offer to meet 1-on-1 with each employee within the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	WCM Global Wealth, LLC	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	11-50	3 contacts →
	Exact match “WCM Global Wealth, LLC was founded to deliver professional money management, planning and advice to discerning clients who appreciate independent thought, hard work, transparency…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Provident Wealth	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “What is Provident Wealth?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Highball Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Highball Advisors assists railroad professionals who lived frugal upper-middle income lives, allowing them to accumulate enough wealth to retire.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Milestone Wealth	Exact match	Greenville, NC, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At Milestone Wealth, we know business owners are the economic engine of our region and this country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Modern Financial Group	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “With sophisticated tax strategists, attorneys, forensic accountants, funding consultants, brokers, lenders, debt relief specialists, advanced retirement strategists, top insurance…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Chesapeake Wealth Advisors Of Janney Montgomery Scott LLC	Exact match	Greenville, DE, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “When you work with us, it’s about going beyond investing.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Investa Financial Planning	Exact match	Greenville, SC, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “401k plan advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 50 401k plan advisors based in Greenville, United States

See the full list, filter by size, metro and specialty, and access 132 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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401k plan advisors based in Greenville, United States at a glance

As of Sep 19, 2026

47.7%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for Greenville, so it is reported there. Company counts and contact totals on this page are exact for Greenville, over 50 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Greenville, United States whose business descriptions match “401k plan advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 132 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “401k plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many 401k plan advisors are there based in Greenville, United States?

RevenueBase identified 50 company matches for 401k plan advisors associated with Greenville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Trunorth Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most 401k plan advisors?

New York leads the United States with 126 company records, followed by Houston (120) and Atlanta (108). Greenville has 50.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 132 professional contacts with verified work emails tracked across these 50 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.