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Wealth Management Firms (RIAs) in Greenville, SC

14 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Foster Victor is the largest: $2.6 billion through Foster Victor Wealth Advisors, LLC (filed ).

Wealth Management Advisors follows with $686 million. The 14 advisers counted report $6.8 billion together; the ten largest hold 92% of it, and half report less than $335 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $6.8BN sitsThe 14 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $1BN to $5BN39%1 firm
  2. $500MM to $1BN18%2 firms
  3. Under $500MM43%11 firms

Latest Form ADV of each, filed Jan 2026 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of November 2026; 13 are wealth managers and 1 is a wealth manager with a broker-dealer
14
Combined assets14 counted; as filed to Sep 2026
$6.8BN
Largest: Foster VictorAs filed
$2.6BN
Median firmHalf of the 14 report less
$335MM
Held by the ten largestOf the $6.8BN combined
92%

Foster Victor, Wealth Management Advisors and Global View Investment Advisors lead the Greenville, SC wealth management firms by assets

The fourteen largest by regulatory assets on their latest Form ADV. Together they report $6.8BN, 100% of the $6.8BN the 14 counted report.

  1. 1

    Foster Victor

    Wealth manager, Greenville, SC

    $2.6BNRegulatory assets, Mar 2026

    88% high net worth, 10% other individuals, 2% businesses

    Individual clients
    1,638
  2. 2

    Wealth Management Advisors

    Wealth manager, Greenville, SC

    $686MMRegulatory assets, Mar 2026

    65% high net worth, 19% businesses, 10% other individuals

    Individual clients
    698
  3. 3

    Global View Investment Advisors

    Wealth manager, Greenville, SC

    $554MMRegulatory assets, Feb 2026

    84% high net worth, 16% other individuals

    Individual clients
    585
  4. 4

    Hardin Capital Partners

    Wealth manager, Greenville, SC

    $448MMRegulatory assets, Jul 2026

    77% high net worth, 20% other individuals, 1% businesses

    Individual clients
    504
  5. 5

    Goepper Burkhardt

    Wealth manager, Greenville, SC

    $380MMRegulatory assets, Mar 2026

    88% high net worth, 11% other individuals, 1% charities

    Individual clients
    243
  6. 6

    Family Legacy

    Wealth manager, Greenville, SC

    $377MMRegulatory assets, Jul 2026

    64% high net worth, 15% charities, 15% other individuals

    Individual clients
    240
  7. 7

    Norris Financial Group

    Wealth manager, Greenville, SC

    $353MMRegulatory assets, Mar 2026

    71% high net worth, 21% other individuals, 5% pension plans

    Individual clients
    362
  8. 8

    BCA Private Wealth

    Wealth manager, Greenville, SC

    $317MMRegulatory assets, Feb 2026

    79% high net worth, 19% other individuals, 1% businesses

    Individual clients
    383
  9. 9

    Trunorth Advisors

    Wealth manager, Greenville, SC

    $301MMRegulatory assets, Jul 2026

    62% other individuals, 38% high net worth

    Individual clients
    1,107
  10. 10

    J. Freeman & Associates

    Wealth manager with a broker-dealer, Greenville, SC

    $175MMRegulatory assets, May 2026

    46% high net worth, 34% other individuals, 10% pension plans

    Individual clients
    345
  11. 11

    Van DER Noord Financial Advisors

    Wealth manager, Greer, SC

    $152MMRegulatory assets, Jan 2026

    81% high net worth, 16% other individuals, 2% pension plans

    Individual clients
    126
  12. 12

    Big Money Retirement and Big Retirement

    Wealth manager, Greenville, SC

    $147MMRegulatory assets, Sep 2026

    58% other individuals, 42% high net worth

    Individual clients
    862
  13. 13

    Southeast Financial Advisors

    Wealth manager, Greenville, SC

    $133MMRegulatory assets, Jun 2026

    99% other individuals

    Individual clients
    303
  14. 14

    Idle Hill Advisors

    Wealth manager, Greenville, SC

    $107MMRegulatory assets, Sep 2026

    57% high net worth, 43% other individuals

    Individual clients
    200

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 39% of the assets

How the 14 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 14 firms counted, log scaleEach dot is one adviser and links to its row. Foster Victor $2.6BN; Wealth Management Advisors $686MM; Global View Investment Advisors $554MM; median $335MM.$100MM$1BN$10BNFoster Victor: $2.6BNWealth Management Advisors: $686MMGlobal View Investment Advisors: $554MMHardin Capital Partners: $448MMGoepper Burkhardt: $380MMFamily Legacy: $377MMNorris Financial Group: $353MMBCA Private Wealth: $317MMTrunorth Advisors: $301MMJ. Freeman & Associates: $175MMVan DER Noord Financial Advisors: $152MMBig Money Retirement and Big Retirement: $147MMSoutheast Financial Advisors: $133MMIdle Hill Advisors: $107MMFoster Victor $2.6BNWealth Management Advisors $686MMGlobal View Investment Advisors $554MMMedian $335MMAssets of each of the 14 firms counted, log scaleEach dot is one adviser and links to its row. Foster Victor $2.6BN; Wealth Management Advisors $686MM; Global View Investment Advisors $554MM; median $335MM.$1BNFoster Victor $2.6BNMedian $335MM

One dot per firm counted. Read .

The 14 firms, by size
Under $500MM1143%$2.9BN
$500MM to $1BN218%$1.2BN
$1BN to $5BN139%$2.6BN
$5BN to $10BN00%$0
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $6.8BN combined, one row per firm. Read .

39%

of the assets reported sits with one firm, Foster Victor. The five largest hold 70%; 13 of 14 report under $1 billion.

39%Largest31%Next 430%Other 9
Who the 14 are
  1. Wealth managers13
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 14 advisers' assets by type of client
  1. High net worth75%
  2. Other individuals19%
  3. Businesses3%
  4. Pension plans1%
  5. Charities1%
  6. Insurers0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Foster Victor1,638Mar 2026
2Trunorth Advisors1,107Jul 2026
3Big Money Retirement and Big Retirement862Sep 2026
4Wealth Management Advisors698Mar 2026
5Global View Investment Advisors585Feb 2026
6Hardin Capital Partners504Jul 2026
7BCA Private Wealth383Feb 2026
8Norris Financial Group362Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Foster Victor734Mar 2026
2Global View Investment Advisors219Feb 2026
3Wealth Management Advisors205Mar 2026
4BCA Private Wealth167Feb 2026
5Goepper Burkhardt141Mar 2026
6Hardin Capital Partners94Jul 2026
7Big Money Retirement and Big Retirement78Sep 2026
8Norris Financial Group78Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

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All 14 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 14 firms

Kind
Size
Order
Wealth Management Firms (RIAs) in Greenville, SC 14 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
BCA Private Wealth
Wealth manager, Greenville, SC.
Detail and sources for BCA Private Wealth

Form ADV of BCA Private Wealth, Inc. (CRD 140913), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $317MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 383 individuals, 167 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$317MMFeb 202638399%
Big Money Retirement and Big Retirement
Wealth manager, Greenville, SC.
Detail and sources for Big Money Retirement and Big Retirement

Form ADV of Burgess Investment Group, LLC (CRD 318698), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $147MM; 26 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 862 individuals, 78 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$147MMSep 202686499%
Family Legacy
Wealth manager, Greenville, SC.
Detail and sources for Family Legacy

Form ADV of Family Legacy, Inc. (CRD 110945), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $377MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Family Legacy, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 240 individuals, 64 of them high net worth; individuals hold 79% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$377MMJul 202625779%
Foster Victor
Wealth manager, Greenville, SC.
Detail and sources for Foster Victor

Form ADV of Foster Victor Wealth Advisors, LLC (CRD 283656), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $2.6BN; 42 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Foster Victor Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 1,638 individuals, 734 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.6BNMar 20261,72898%
Global View Investment Advisors
Wealth manager, Greenville, SC.
Detail and sources for Global View Investment Advisors

Form ADV of Global View Investment Advisors, LLC (CRD 145499), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $554MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 585 individuals, 219 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$554MMFeb 2026585100%
Goepper Burkhardt
Wealth manager, Greenville, SC.
Detail and sources for Goepper Burkhardt

Form ADV of Goepper Burkhardt LLC (CRD 127896), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $380MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Goepper Burkhardt LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 243 individuals, 141 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$380MMMar 202624599%
Hardin Capital Partners
Wealth manager, Greenville, SC.
Detail and sources for Hardin Capital Partners

Form ADV of Hardin Capital Partners, LLC (CRD 153023), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $448MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 504 individuals, 94 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$448MMJul 202652097%
Idle Hill Advisors
Wealth manager, Greenville, SC.
Detail and sources for Idle Hill Advisors

Form ADV of Idle Hill Advisors LLC (CRD 317040), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $107MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 200 individuals, 57 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$107MMSep 2026204100%
J. Freeman & Associates
Wealth manager with a broker-dealer, Greenville, SC.
Detail and sources for J. Freeman & Associates

Form ADV of Jfa Advisors, LLC (CRD 144039), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $175MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 345 individuals, 45 of them high net worth; individuals hold 81% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$175MMMay 202636581%
Norris Financial Group
Wealth manager, Greenville, SC.
Detail and sources for Norris Financial Group

Form ADV of Norris Financial Group, LLC (CRD 129422), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $353MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 362 individuals, 78 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$353MMMar 202640392%
Southeast Financial Advisors
Wealth manager, Greenville, SC.
Detail and sources for Southeast Financial Advisors

Form ADV of an adviser filing under a person's name (CRD 121757), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $133MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 303 individuals, 0 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$133MMJun 202630499%
Trunorth Advisors
Wealth manager, Greenville, SC.
Detail and sources for Trunorth Advisors

Form ADV of Resolute Capital, LLC (CRD 304558), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $301MM; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, publications and educational seminars. Clients (Item 5.D): 1,107 individuals, 63 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$301MMJul 20261,107100%
Van DER Noord Financial Advisors
Wealth manager, Greer, SC.
Detail and sources for Van DER Noord Financial Advisors

Form ADV of Van DER Noord Financial Advisors, Inc. (CRD 135556), SEC registered adviser, filed , main office Greer, SC: regulatory assets $152MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 126 individuals, 58 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$152MMJan 202612698%
Wealth Management Advisors
Wealth manager, Greenville, SC.
Detail and sources for Wealth Management Advisors

Form ADV of Wealth Management Advisors, LLC (CRD 171260), SEC registered adviser, filed , main office Greenville, SC: regulatory assets $686MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 698 individuals, 205 of them high net worth; individuals hold 75% of its regulatory assets.

Files: SEC Form ADV.

$686MMMar 202673975%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 39% of the money

Three findings from the filings of the 14 firms counted.

  1. 39%

    of the $6.8 billion the 14 firms counted report is one firm's: Foster Victor. Without it, the other 13 report $4.1 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $335MM

    is the median: half of the 14 report less, and 13 report under $1 billion.

    Assets, latest Form ADV of each

  3. 75%

    of their assets is high net worth money; the next largest client type is other individuals, at 19%.

    Client types each adviser reports with its assets; sums of filed figures

Questions

How many wealth management firms are there in Greenville, SC?

This list holds 14 wealth management firms in the Greenville, SC metro; 14 of them report regulatory assets on Form ADV, $6.8 billion together.

What are the largest wealth management firms in Greenville, SC?

By the regulatory assets they report: Foster Victor $2.6 billion, Wealth Management Advisors $686 million, Global View Investment Advisors $554 million, Hardin Capital Partners $448 million, Goepper Burkhardt $380 million.

How much do wealth management firms in Greenville, SC typically manage?

Of the 14 that report, the median reports $335 million in regulatory assets; 13 report under $1 billion.

How do you start a relationship with wealth management firms in Greenville, SC?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
14 wealth management firms, 13 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Greenville-Anderson-Greer, SC MSA (Census CBSA 24860) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 14 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Greenville, SC metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $6.8BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 14, 14 report on a current Form ADV and 3 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 14 advisersFilings to 2026-10-01; read 2026-11-06
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 3 filers, by the CIK on each Form ADVLatest filing; read 2026-11-06
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-11-06
LogosNone shown: each firm has a monogramRead 2026-11-06

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Greenville, SC," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-greenville-sc

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