Company lists · Data refreshed September 2026

Top 14 Fiduciary services companies based in Greenville, United States

Name: Fiduciary services companies based in Greenville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 26 companies tracked

RevenueBase identified 26 company matches for fiduciary services companies associated with Greenville, United States as of September 2026 and tracks 140 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (147 companies); Greenville has 26.

This list covers company matches for fiduciary services companies 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 20, 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 20, 2026 How this list was built

26Companies

140Contacts tracked

72Verified emails

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The 14 largest fiduciary services companies based in Greenville, United States

Ranked by team size

Top 14 of 26 company matches for fiduciary services companies based in Greenville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Parallel Financial	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
2	BIG Money Retirement	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	Provista Wealth Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Blue Trust - Greenville	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Muncaster Financial Group	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Muncaster Financial Group is a leader in comprehensive financial services, utilizing over 80 years of combined industry experience.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Clarity Financial Solutions	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	R&r Financial Advisors, LLC	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our stories began in completely different environments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Norris Financial Group	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “OneLife® Wealth Management is the philosophy behind our approach and service to clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Crescent Wealth Management	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Novus Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	Madison Financial	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	Provident Wealth	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “What is Provident Wealth?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Upstate Wealth Management	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “The financial world has become increasingly more complex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Fiduciary Organization	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Fiduciary Organization, we specialize in providing comprehensive financial services tailored specifically for each family.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 14 of 26 fiduciary services companies based in Greenville, United States

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Fiduciary services companies based in Greenville, United States at a glance

As of Sep 20, 2026

51.4%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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 26 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 “fiduciary services companies” 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 72 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 20, 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Greenville, United States?

RevenueBase identified 26 company matches for fiduciary services companies 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?

Parallel Financial 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 fiduciary services companies?

New York leads the United States with 147 company records, followed by Houston (114) and San Diego (99). Greenville has 26.

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 72 professional contacts with verified work emails tracked across these 26 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 20, 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.