Goepper Burkhardt LLC is a highly regarded investment advisory firm based in Greenville, SC. With over 40 individual clients and an impressive $240,946,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite being a small firm with only one office, Goepper Burkhardt LLC offers comprehensive services tailored to meet the diverse needs of their clientele. While the majority of their assets under management are discretionary, comprising 98% of the total, Goepper Burkhardt LLC also possesses the expertise to manage employer funds. Although 401K and individual accounts constitute less than 30% of their assets, they remain committed to providing exceptional service in all aspects of investment management. Goepper Burkhardt LLC follows a flexible compensation structure, incorporating various types of fees such as a percentage of assets under management and hourly charges. Their dedication to personalized financial solutions has earned them a loyal client base, particularly among high-net-worth individuals. With a total of four employees, including two dedicated investment advisors, Goepper Burkhardt LLC maintains an optimal client-to-advisor ratio. The firm's advisors boast extensive industry experience, with notable long-tenured professionals such as Robert Flink, John Burkhardt, and William Goepper. Their combined knowledge and expertise ensure that clients receive sound investment advice and exceptional service. On average, Goepper Burkhardt LLC manages approximately $120,470,000 in assets per investment advisor, aligning with the industry standard. As they continue to grow, the firm remains steadfast in its commitment to providing tailored investment strategies and delivering measurable results for their discerning clientele.

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.

Calvary Wealth, LLC, headquartered in Augusta, GA, is a small investment advisory firm dedicated to providing comprehensive wealth management services. With two offices, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance. Led by Broadus Cleveland, one of their longest-tenured registered advisors, who has been with the firm since 2004, Calvary Wealth offers personalized solutions tailored to each client's unique financial goals. With a team of two employees, one of whom specializes in investment advisory services, Calvary Wealth ensures a focused and attentive approach to managing their clients' assets. Their impressive average of approximately $143,910,000 in assets under management per investment advisor surpasses the industry average, a testament to their expertise and success in delivering exceptional results. Calvary Wealth's compensation structure is flexible, including a percentage of assets under management, reflecting their commitment to aligning their interests with those of their clients. They currently serve over 30 individual clients, managing assets totaling more than $138,466,000. While the majority of their assets under management are for high net worth individuals, they also possess the capability to handle employer funds, although 401K and individual accounts account for less than 30% of their portfolio. As a discretionary asset manager, Calvary Wealth exercises full authority over the assets they manage, allowing them to make investment decisions on behalf of their clients without seeking explicit approval. With their track record of excellence, personalized service, and dedication to financial success, Calvary Wealth, LLC stands out as a reputable and trusted investment advisory firm in the Augusta area.

Swaimbrown Wealth Management LLC, headquartered in Clinton, SC, is a reputable investment advisory firm catering to over 40 individual clients. With a stellar track record, they manage a substantial $137,652,000 in assets. The firm prides itself on its personalized approach and dedication to meeting each client's financial goals. Although Swaimbrown Wealth Management LLC primarily focuses on discretionary management, they also possess the expertise to handle employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, the firm diligently oversees all investments under their care. Comprised of a team of two skilled professionals, Swaimbrown Wealth Management LLC provides comprehensive investment advisory services to its esteemed clientele. Each advisor possesses vast industry knowledge and strives to deliver exceptional results. On average, the firm's advisors manage approximately $68,830,000 in assets under management, aligning closely with the industry average. The compensation structure at Swaimbrown Wealth Management LLC encompasses various models, including a percentage of assets under management. This ensures that the firm's interests remain aligned with those of its clients, fostering a mutually beneficial relationship. Notably, J Peay and David Ramage are two of the firm's longest-tenured registered advisors. Their experience and expertise contribute significantly to Swaimbrown Wealth Management LLC's success and client satisfaction. With two office locations, Swaimbrown Wealth Management LLC is well-positioned to serve its diverse client base. Their unwavering commitment to providing top-tier investment advisory services distinguishes them as a trusted partner for individuals seeking financial security and prosperity.

Ballentine Capital Advisors, Inc. is a reputable investment advisory firm headquartered in Greenville, SC, boasting a solid presence with two office locations. With a total of three dedicated employees, Ballentine Capital Advisors, Inc. delivers exceptional investment advisory services to a diverse range of clients. Benefiting from their expertise and astute financial insights, Ballentine Capital Advisors, Inc. manages an impressive average of approximately $62,620,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is multifaceted, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Renowned for their proficiency in the employer 401K and individual investment sectors, Ballentine Capital Advisors, Inc. acquires roughly half of their assets under management from these sources, exemplifying their deep knowledge and experience in this space. Moreover, the firm holds full discretionary control over 100% of the assets entrusted to their care. With a substantial client base exceeding 240 individuals, Ballentine Capital Advisors, Inc. effectively manages over $187,874,000 in assets under management. The firm takes pride in its team of highly tenured advisors, including seasoned professionals such as Anne Thompson, Anthony Colancecco, and James Ballentine, who have contributed significantly to the firm's success and earned the trust of their clients. Operating with a commitment to excellence, Ballentine Capital Advisors, Inc. continues to provide expert investment advisory services, offering personalized financial strategies tailored to their clients' specific needs and goals.

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.

Novus Advisors, a prominent investment advisory firm, operates out of Greenville, SC and serves a diverse client base. With a remarkable track record, Novus Advisors manages over $174,682,000 in assets, catering to more than 240 individual clients. As a local firm with a strong presence, they boast four offices strategically located throughout the region. Although 401K and individual accounts make up less than 30% of their assets under management, Novus Advisors possesses the expertise and capability to effectively handle employer funds. Remarkably, 61% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Novus Advisors' compensation structure is flexible and includes various types, such as a percentage of assets under management. The firm prides itself on its team of professionals, with a total of seven dedicated employees. Five of these individuals specialize in providing top-notch investment advisory services, ensuring clients receive personalized attention and tailored investment strategies. Among the notable members of the Novus Advisors team are John Riggs, Christopher Connelly, and Jennifer Belshe, who bring extensive experience and expertise to the firm. With an average of approximately $34,940,000 in assets under management per investment advisor, the team demonstrates their commitment to delivering outstanding results for their clients. Novus Advisors stands as a trusted partner for individuals seeking reliable and comprehensive investment guidance. Their commitment to excellence, combined with their local presence and experienced team, has solidified their position as a leading investment advisory firm in Greenville, SC.

Wealth Management Advisors, LLC is a reputable investment advisory firm headquartered in Greenville, SC, with two conveniently located offices. With a total workforce of 8 dedicated professionals, 6 of whom specialize in providing comprehensive investment advisory services, Wealth Management Advisors, LLC has earned the trust of its clients in the local community and beyond. With an average of approximately $63,250,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Their compensation structure offers flexibility, encompassing a percentage of assets under management, fixed fees, and hourly charges, ensuring a tailored approach that suits clients' needs. While the firm manages less than 30% of its assets under management through 401K and individual accounts, it possesses the expertise to oversee employer funds effectively. Every asset under their management receives full discretion, enabling Wealth Management Advisors, LLC to exercise informed decision-making on behalf of their clients. With a substantial client base of over 540 individuals, the firm manages assets worth an impressive $379,472,000. Jennifer Osgood, David Herman, and Dan Wagner, among others, are some of the longest tenured and highly skilled advisors at the company, embodying the expertise and commitment to client success that defines Wealth Management Advisors, LLC. By providing personalized financial advice and wealth management solutions, Wealth Management Advisors, LLC has become a trusted partner for individuals seeking to secure their financial future. With their knowledge, experience, and dedication to client satisfaction, the firm continues to thrive as a leading investment advisory firm in Greenville, SC, and beyond.

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.

Match Grade Advisors, a local investment advisory firm based out of Greenville, SC, is dedicated to providing exceptional financial guidance to individuals and businesses alike. With a team of five highly skilled professionals, Match Grade Advisors offers comprehensive investment advisory services tailored to meet the unique needs and goals of their clients. The firm's commitment to excellence is evident in their impressive average assets under management per investment advisor, which stands at approximately $178,330,000, surpassing the industry average. This showcases their ability to effectively manage substantial portfolios and deliver outstanding results. Match Grade Advisors serves a diverse clientele, boasting over 190 individual clients with a combined total of more than $214,886,000 in assets under management. While they specialize in managing discretionary assets, they also possess the capability to handle employer funds, making them a versatile choice for businesses seeking expert financial management. With two office locations, Match Grade Advisors ensures convenient access to their services for clients in the Greenville area. The firm takes pride in the expertise and experience of its advisors, several of whom have been with the company for a considerable duration. Notable names among the longest-tenured advisors include Eric Elkins, Ray Welch, and James Vaughan. Match Grade Advisors' compensation structure incorporates various types, including a percentage of assets under management, ensuring alignment of interests and a commitment to delivering value to their clients. Through their unwavering dedication and comprehensive financial solutions, Match Grade Advisors continues to establish themselves as a trusted and reliable partner in the realm of investment advisory services.

Family Legacy, Inc. is a highly reputable investment advisory firm based in Greenville, SC. With a team of 10 dedicated professionals, they specialize in providing top-notch investment advisory services to their clients. With an impressive average of $443,720,000 in assets under management per investment advisor, they surpass the industry average, reflecting their expertise and success in managing substantial portfolios. The compensation structure at Family Legacy, Inc. is designed to align the interests of both the firm and its clients. Advisors receive a percentage of the assets under management, ensuring their commitment to the long-term success of their clients' investments. Additionally, performance-based fees are implemented to incentivize exceptional results and provide further value to their clients. Boasting a diverse client base, Family Legacy, Inc. serves over 200 individuals, with assets under management exceeding $259,936,000. While 401K and individual accounts make up less than 30% of their managed assets, they possess the capability to effectively manage employer funds, broadening their range of services. As a testament to their expertise and dedication, Family Legacy, Inc. manages 92% of the assets under their care on a discretionary basis. This discretionary approach allows them to make informed investment decisions on behalf of their clients, ensuring a tailored and proactive investment strategy. Located in Greenville, SC, Family Legacy, Inc. operates from a single office, serving clients both locally and beyond. The firm takes pride in its experienced team, including long-tenured advisors such as Patrice Sebastian, William Brown, and Christopher Brown, who bring a wealth of knowledge and insight to their clients' investment journeys.