Company lists · Data refreshed September 2026

Top 21 Personal finance consultants based in Greenville, United States

Name: Personal finance consultants 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 38 companies tracked

RevenueBase identified 38 company matches for personal finance consultants associated with Greenville, United States as of September 2026 and tracks 228 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Greenville has 38.

This list covers company matches for personal finance consultants 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

38Companies

228Contacts tracked

108Verified emails

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The 21 largest personal finance consultants based in Greenville, United States

Ranked by team size

Top 21 of 38 company matches for personal finance consultants 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	Trunorth Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
2	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
3	Mcbee Avenue Wealth Advisors	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Fintrust Capital Advisors, LLC	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	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
6	The Wealth Training Academy	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Family Legacy, INC	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “What does your money represent?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	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
9	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
10	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
11	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
12	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
13	Professional Planning & Wealth	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our firm was built on the foundation of offering ethical and prudent advice to anyone looking to optimize their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Orsinger Investment Group, INC	Exact match	Greenville, PA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Your trusted source for active investment management strategies and financial planning solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Carolina Wealth Management, INC	Exact match	Greenville, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We are Carolina Wealth Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	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
17	WCM Global Wealth, LLC	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
18	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
19	Modern Financial Group	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
20	R-Axis Financial Planning Investments	Exact match	Greenville, SC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Founded in April 2017 by West Point graduate Charles J.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Chesapeake Wealth Advisors Of Janney Montgomery Scott LLC	Exact match	Greenville, DE, United StatesHQ recorded Sep 20, 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 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 “personal finance consultants”. 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 21 of 38 personal finance consultants based in Greenville, United States

See the full list, filter by size, metro and specialty, and access 108 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance consultants based in Greenville, United States at a glance

As of Sep 20, 2026

47.4%Verified-email coverage

6.0Average 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 38 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 “personal finance consultants” 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 108 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Greenville, United States?

RevenueBase identified 38 company matches for personal finance consultants 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Greenville has 38.

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 108 professional contacts with verified work emails tracked across these 38 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.