Norris Financial Group, LLC is a small investment advisory firm based out of Greenville, SC. With one office, they have established a strong presence in the local financial services industry. Led by a team of dedicated professionals, Norris Financial Group specializes in providing comprehensive investment advisory services to individuals and employer-sponsored 401K plans. With a total of four employees, three of whom are registered advisors, Norris Financial Group boasts a well-rounded team capable of delivering expert financial advice. Their advisors have an average of $55,040,000 in assets under management, aligning closely with the industry average. The firm offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. Norris Financial Group has solid experience managing employer 401Ks and individual assets, which collectively make up approximately half of their assets under management. Their expertise in this area has earned them a reputation as a trusted partner in retirement planning and investment management. Furthermore, the firm prides itself on providing discretionary management for all of its clients, affording them a high level of trust and confidence in their investment decisions. With a client base exceeding 300 individuals, Norris Financial Group manages assets totaling over $165,117,000. Altman Norris and Calvin Davis, two of the firm's longest-tenured registered advisors, bring invaluable knowledge and experience to the team, ensuring that clients receive exceptional service and tailored investment strategies. Norris Financial Group, LLC is committed to helping individuals and businesses in the Greenville community achieve their financial goals through sound investment advisory services and personalized wealth management solutions.

Hardin Capital Partners, LLC, a small investment advisory firm based out of Greenville, SC, specializes in providing comprehensive financial solutions to its clients. With a single office, the firm boasts a dedicated team of three employees, with one of them exclusively offering investment advisory services. Hardin Capital Partners has gained a reputation for its impressive track record, managing an average of approximately $296,200,000 in assets per investment advisor, significantly surpassing industry standards. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges. Notably, their portfolio composition demonstrates a strong presence in the employer 401K and individual segments, collectively accounting for about half of the assets under management. Hardin Capital Partners excels in this space, backed by their extensive experience. Impressively, 67% of the assets managed by Hardin Capital Partners are under discretionary authority, signifying a high level of trust placed in their expertise. Serving a diverse clientele, the firm boasts over 360 individual clients, effectively overseeing a substantial sum of assets totaling over $296,200,000. Andrew Hardin, one of the firm's key figures, holds the distinction of being one of the longest-tenured registered advisors at Hardin Capital Partners, having been with the company since 2010. His expertise and commitment contribute to the firm's continued success and its ability to provide exceptional financial advisory services to its valued clients.

Foster Victor Wealth Advisors, based out of Greenville, SC, is a prominent local investment advisory firm with a solid track record. With 30 employees, 19 of whom are dedicated to providing exceptional investment advisory services, Foster Victor has established itself as a trusted partner in managing wealth. On average, each investment advisor oversees approximately $95,030,000 in assets under management, a figure that aligns with the industry average. With over $1,243,196,000 in assets under management, Foster Victor serves a diverse clientele of more than 890 individual clients. Primarily catering to high net worth individuals, they demonstrate their expertise in managing substantial wealth. While a smaller portion of their assets under management is allocated to 401K and individual accounts, Foster Victor possesses the capability to effectively handle employer funds. At Foster Victor Wealth Advisors, 79% of the assets they manage are under discretionary management, showcasing their proficiency in making informed investment decisions on behalf of their clients. Additionally, they offer insurance brokerage services, further enhancing their comprehensive approach to wealth management. With its main office located in Greenville, SC, Foster Victor boasts a team of experienced advisors. Some of the longest-tenured and highly respected professionals at the firm include Randall Baughman, Robert Victor, and Erik Mizell. Foster Victor Wealth Advisors is committed to delivering personalized financial solutions tailored to the unique needs of each client. With their extensive industry knowledge and dedication to excellence, they continue to build a reputation as a trusted and reliable partner in wealth management.

Global View Investment Advisors, LLC, headquartered in Greenville, SC, is a highly respected investment advisory firm with a global reach. With a total of 8 employees, including 3 dedicated investment advisors, Global View provides comprehensive wealth management services to a diverse clientele. Leveraging their expertise and experience, they manage an impressive average of approximately $303,440,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is multi-faceted, incorporating various methods such as a percentage of assets under management, ensuring their interests align with their clients' financial goals. Global View boasts a substantial client base, serving over 440 individuals with assets under management totaling over $381,505,000. While a significant portion of their assets is devoted to high-net-worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With an impressive discretionary asset management ratio of 97%, Global View Investment Advisors, LLC maintains a hands-on approach to tailor investment strategies and continuously adapt to market conditions. The firm operates from two well-established offices and takes pride in their team's longevity, with Richard Simonson, Jonathan Wiles, and Kenneth Moore among the longest-tenured advisors. Global View Investment Advisors, LLC distinguishes itself as a premier investment advisory firm, combining comprehensive financial guidance, exceptional expertise, and a commitment to delivering outstanding results for their discerning clients.

Colton Groome Financial Advisors, LLC, based out of Asheville, NC, is a local investment advisory firm dedicated to providing comprehensive financial planning and investment management services. With a team of 14 skilled professionals, including 8 investment advisors, they offer expertise in guiding clients towards achieving their financial goals. The firm boasts an impressive track record, managing an average of approximately $31,160,000 in assets under management per investment advisor. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' needs. Colton Groome Financial Advisors, LLC caters to a discerning client base, serving over 130 individual clients with a combined $282,264,000 in assets under management. While primarily focused on high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their assets. With 93% of the assets they manage being discretionary, clients entrust the firm with full decision-making authority, benefiting from their extensive knowledge and experience. Colton Groome Financial Advisors, LLC takes pride in its deep-rooted presence in the community and operates from its single office in Asheville, NC. The firm is distinguished by its team of accomplished advisors, some of whom have been with the company for many years. Notable names include Matthew Groome, David Nelson, and George Groome, who bring a wealth of expertise and a commitment to providing personalized financial solutions to their valued clients.