Company lists · Data refreshed September 2026

Top 25 Wealth management companies based in Greenville, United States

Name: Wealth management 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 16, 2026 70 companies tracked

RevenueBase identified 70 wealth management companies headquartered in Greenville, United States as of September 2026 and tracks 438 professional contacts across them, including 198 with verified work emails. New York is the largest hub.

This list covers wealth management companies headquartered in Greenville, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

70Companies

438Contacts tracked

198Verified emails

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The 25 largest wealth management companies based in Greenville, United States

Ranked by team size

Top 25 of 70 wealth management companies based in Greenville, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Foster Victor Wealth Advisors	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	11-50	57 contacts →
	Indirect evidence “We work with successful families, entrepreneurs, and professionals who aren’t just looking for investment advice – they’re seeking a partner who can help them turn success into…” Source: RevenueBase Database · checked Sep 16, 2026
2	Trunorth Advisors	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	11-50	29 contacts →
	Indirect evidence “We help individuals and families work toward achieving their financial goals and maximizing their retirement!” Source: RevenueBase Database · checked Sep 16, 2026
3	Parallel Financial	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
4	BIG Money Retirement	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	11-50	20 contacts →
	Indirect evidence “As an independent financial advisory firm, we uphold the highest standards of fiduciary care.” Source: RevenueBase Database · checked Sep 16, 2026
5	Mcbee Avenue Wealth Advisors	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	11-50	16 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
6	Loring Advisory Group	Indirect evidence	Greenville, RI, United StatesHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “Grow your assets with good people.” Source: RevenueBase Database · checked Sep 16, 2026
7	Fintrust Capital Advisors, LLC	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
8	Provista Wealth Advisors	Partial evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	10 contacts →
	Partial evidence “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-…” Source: RevenueBase Database · checked Sep 16, 2026
9	The Wealth Training Academy	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	11-50	10 contacts →
	Indirect evidence “When retirement starts to feel like a new business, you need a CFO.” Source: RevenueBase Database · checked Sep 16, 2026
10	Northbridge Wealth	Partial evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	10 contacts →
	Partial evidence “Northbridge Wealth specializes in designing and implementing financial plans for businesses and families to ensure financial security and stability.” Source: RevenueBase Database · checked Sep 16, 2026
11	Family Legacy, INC	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “What does your money represent?” Source: RevenueBase Database · checked Sep 16, 2026
12	Blue Trust - Greenville	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	201-500	8 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
13	J.Freeman & Associates, INC	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
14	Muncaster Financial Group	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect evidence “Muncaster Financial Group is a leader in comprehensive financial services, utilizing over 80 years of combined industry experience.” Source: RevenueBase Database · checked Sep 16, 2026
15	Clarity Financial Solutions	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect evidence “Our firm specializes in helping individuals develop sound retirement strategies.” Source: RevenueBase Database · checked Sep 16, 2026
16	JHH Wealth, LLC	Strong evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Strong evidence “jhh wealth, llc is a wealth management firm providing unique, yet cost-effective wealth management services for clients in the southeast US.” Source: RevenueBase Database · checked Sep 16, 2026
17	R&r Financial Advisors, LLC	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Our stories began in completely different environments.” Source: RevenueBase Database · checked Sep 16, 2026
18	Ballentine Capital Advisors	Partial evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Ballentine Capital Advisors specializes in working with individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients.” Source: RevenueBase Database · checked Sep 16, 2026
19	Norris Financial Group	Strong evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Strong evidence “OneLife® Wealth Management is the philosophy behind our approach and service to clients.” Source: RevenueBase Database · checked Sep 16, 2026
20	Crescent Wealth Management	Partial evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “We have the resources and experience to help you navigate the complexities of managing wealth.” Source: RevenueBase Database · checked Sep 16, 2026
21	Professional Planning & Wealth	Partial evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Our firm was built on the foundation of offering ethical and prudent advice to anyone looking to optimize their wealth.” Source: RevenueBase Database · checked Sep 16, 2026
22	Wyatt Brothers Financial, LLC	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Welcome to Wyatt Brothers Financial, LLC Choosing a financial professional is an important decision and takes careful consideration.” Source: RevenueBase Database · checked Sep 16, 2026
23	Horizon Private Wealth	Indirect evidence	Greenville, SC, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Bringing the Present and Future Into Focus Through our proven process, the Horizon Navigator, we are dedicated to serving successful business owners, professionals, and families…” Source: RevenueBase Database · checked Sep 16, 2026
24	Orsinger Investment Group, INC	Partial evidence	Greenville, PA, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “Your trusted source for active investment management strategies and financial planning solutions.” Source: RevenueBase Database · checked Sep 16, 2026
25	Carolina Wealth Management, INC	Strong evidence	Greenville, NC, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “We are Carolina Wealth Management.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 70 wealth management companies based in Greenville, United States

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Wealth management companies based in Greenville, United States at a glance

As of Sep 16, 2026

45.2%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

681.4%Largest-city concentration · New York

Sep 16, 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 70 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Greenville, United States whose own description of what they do matches “wealth management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth management companies, and records with no verified work email. Companies headquartered outside Greenville are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 198 across the full list. 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management companies are there based in Greenville, United States?

RevenueBase identified 70 wealth management companies headquartered in Greenville, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Foster Victor Wealth Advisors, headquartered in Greenville, tops this list with the largest team on record.

Which city has the most wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 198 verified decision-maker contacts tracked across these 70 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 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 Smart Search, 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.