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.

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.

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.

The Fiduciary Alliance, headquartered in Greenville, SC, is a prominent local investment advisory firm with a widespread presence, boasting 12 offices strategically located across the region. With a team of 28 highly skilled professionals, the firm provides comprehensive investment advisory services to a diverse clientele. Among their employees, 20 are dedicated to offering expert guidance in the field of investment advisory. With an impressive track record, The Fiduciary Alliance manages a substantial amount of assets, averaging around $43,240,000 per investment advisor. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. While employer funds make up a significant portion of their managed assets, 401K and individual accounts account for less than 30%. An astounding 71% of the assets entrusted to The Fiduciary Alliance are under their discretionary management, a testament to their expertise and ability to make informed investment decisions on behalf of their clients. Speaking of clients, the firm proudly serves over 1,300 individuals, expertly managing their collective assets valued at over $864,799,000. The Fiduciary Alliance is distinguished by its team of dedicated professionals, including Brian Boughner, Anthony Mahfood, and Gregory Towner, who have earned a reputation for their long-standing commitment to the firm and their exceptional advisory skills. With their extensive experience and the firm's strong market presence, The Fiduciary Alliance continues to provide trusted financial guidance to their clients, helping them achieve their investment goals.

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.

WCM Global Wealth, LLC is a prominent local investment advisory firm headquartered in Greenville, SC. With a single office, the firm boasts a dedicated team of 11 professionals, five of whom specialize in providing comprehensive investment advisory services. The company's expertise lies in managing assets, and on average, each investment advisor oversees approximately $75,240,000 in assets under management. This figure aligns with the industry average, showcasing their competency in navigating the financial landscape. WCM Global Wealth, LLC's compensation structure is diverse, comprising various types such as a percentage of assets under management, fixed fees, and performance-based fees. Notably, the firm manages 100% of their clients' assets on a discretionary basis, ensuring a proactive and personalized approach to wealth management. Impressively, WCM Global Wealth, LLC has cultivated a loyal client base, serving over 80 individual clients who entrust the firm with a substantial sum of over $376,206,000 in assets under management. The firm's success can be attributed, in part, to the extensive experience of its advisors. Michael Jones, Tiffany Gilbert, and Erik Weir are among the longest tenured advisors at the company, contributing their invaluable insights and expertise to client portfolios. With a strong presence in the Greenville area and a commitment to delivering tailored investment advisory services, WCM Global Wealth, LLC stands as a reliable partner for individuals seeking to maximize their financial potential and achieve their long-term goals.

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.

Bison Advisors is a local investment advisory firm based out of Hartwell, GA, with four offices. With 15 dedicated employees, including experienced advisors such as William Ham, Blake Schaper, and Lane Turner, Bison Advisors offers a comprehensive range of investment advisory services to its clients. The firm prides itself on its expertise in managing assets under management (AUM), with an impressive average of $40,610,000 per investment advisor. With over $454,279,000 in AUM, Bison Advisors caters to more than 1,320 individual clients. Their extensive experience in handling employer 401Ks and individual assets makes them a trusted partner in this space. Bison Advisors' compensation structure is flexible, offering various options such as a percentage of AUM, hourly charges, and fixed fees. This allows clients to choose a payment model that suits their specific needs and preferences. One of the firm's strengths lies in its discretionary management of assets, with approximately 62% of the assets they manage falling under this category. This approach provides clients with the convenience of delegating investment decisions to the experienced team at Bison Advisors. With a commitment to personalized service and a deep understanding of the local market, Bison Advisors has established itself as a reliable and reputable investment advisory firm in Hartwell, GA. Their four offices serve as accessible hubs for clients seeking expert guidance and tailored investment solutions.

Stokes Capital Advisors, LLC is a leading investment advisory firm based in Greenwood, SC. With over 150 individual clients and a remarkable $362,895,000 in assets under management, they have established themselves as a trusted partner in wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. The company's approach is built on the principle of discretion, as 100% of the assets they manage are handled with the utmost care and expertise. Committed to delivering exceptional financial solutions, Stokes Capital Advisors, LLC maintains a diverse compensation structure that includes a percentage of assets under management. With their two skilled employees, one of whom specializes in investment advisory services, the firm boasts an impressive average of approximately $362,900,000 in assets under management per investment advisor, surpassing industry standards. Taylor Stokes, a highly experienced registered advisor, has been with the company since 2015, contributing to their long-standing reputation for excellence. At Stokes Capital Advisors, LLC, clients can expect personalized attention and a comprehensive understanding of their unique financial goals. With a dedication to providing tailored investment strategies and maintaining the highest level of professionalism, they strive to help their clients achieve long-term financial success. As a small investment advisory firm, Stokes Capital Advisors, LLC combines the resources of a larger institution with the personalized service and attention to detail that only a boutique firm can offer.