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.

ACT Advisors, a local investment advisory firm headquartered in Asheville, NC, has established itself as a trusted partner for over 260 individual clients, overseeing an impressive $313,061,000 in assets under management. With a strong presence in the region, ACT Advisors operates from three offices strategically positioned to cater to their diverse clientele. While the firm's focus extends beyond 401K and individual accounts, which account for less than 30% of their assets under management, ACT Advisors possesses the expertise to proficiently handle employer funds. Notably, the firm exercises full discretionary control over 100% of the assets it manages, ensuring clients' investment needs are met with utmost care and precision. ACT Advisors predominantly manages assets for high net worth individuals, underscoring their ability to navigate the complexities of affluent portfolios. Their comprehensive compensation structure encompasses various models, including a percentage of assets under management and fixed fees, enabling tailored solutions that align with clients' unique financial objectives. With a dedicated team of 11 professionals, including six investment advisory specialists, ACT Advisors offers a personalized approach to wealth management. Their investment advisors, averaging approximately $52,180,000 in assets under management per advisor, consistently deliver industry-standard results. Among their ranks, notable figures such as Patrick Latta, Neil Lambert, and Roger Johnson have demonstrated long-standing commitment to client satisfaction and successful investment outcomes. As a prominent player in the Asheville area, ACT Advisors continues to leverage their extensive experience and holistic approach to help clients navigate the complex financial landscape, ensuring their wealth is effectively preserved and grown for future generations.

Parsec Financial, based out of Asheville, NC, is a well-established regional investment advisory firm that operates from 10 offices. With a team of 76 dedicated professionals, 30 of whom specialize in investment advisory services, Parsec Financial delivers personalized financial solutions to a diverse range of clients. The firm manages an average of approximately $124,860,000 in assets under management per investment advisor, in line with industry standards. Parsec Financial's compensation structure offers flexibility, including a percentage of assets under management and fixed fees. While their portfolio includes a minority allocation to 401K and individual accounts, the firm possesses the expertise and capacity to effectively manage employer funds. Impressively, 95% of the assets they manage are under discretionary control, reflecting their clients' trust in the firm's investment expertise. Catering primarily to high net worth individuals, Parsec Financial handles a substantial amount of assets. Currently, they oversee more than $3,745,709,000 in assets under management for over 1,000 individual clients. The firm prides itself on its comprehensive range of services, which extends beyond investment advisory to encompass accounting and tax services, ensuring clients receive holistic financial guidance. Parsec Financial boasts a team of seasoned advisors, with William Hansen, Gregory James, and Richard Manske being among the firm's longest-tenured professionals. Their deep knowledge and experience contribute to the firm's reputation for providing sound financial advice and building lasting client relationships. With a commitment to delivering superior financial solutions and a track record of success, Parsec Financial continues to be a trusted partner for individuals seeking expert guidance in achieving their financial 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.

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.

Collie Financial Planning, Inc. is a reputable investment advisory firm based in Black Mountain, NC. With a team of dedicated professionals, the company focuses on providing comprehensive financial planning services to individuals and businesses alike. The firm has established itself as a trusted partner in the industry, catering to a diverse clientele. Led by Michael Collie, one of the longest tenured registered advisors since joining the firm in 2015, Collie Financial Planning, Inc. boasts a wealth of experience and expertise. Their commitment to client satisfaction is evident in their personalized approach, ensuring tailored financial solutions that align with individual goals and aspirations. With a total of two offices, Collie Financial Planning, Inc. combines convenience with accessibility for their clients. They have amassed over 170 individual clients, managing assets totaling more than $104,436,000. Notably, approximately half of these assets under management come from employer 401Ks and individuals, a testament to the firm's proficiency in this area. Collie Financial Planning, Inc. embraces a versatile compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to select the payment method that best suits their preferences. Furthermore, the firm's investment advisors collectively oversee an average of $41,630,000 in assets under management per advisor, demonstrating their capacity to handle substantial portfolios. With a client-centric approach and 100% discretionary management, Collie Financial Planning, Inc. continues to build a strong reputation in the financial planning industry, ensuring the financial well-being of their 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.

Fintrust Capital Advisors, LLC, headquartered in Greenville, SC, is a leading regional investment advisory firm with a strong presence in the financial industry. With over 700 individual clients and an impressive $1,724,645,000 in assets under management, Fintrust Capital Advisors serves as a trusted partner in managing wealth and achieving financial goals. The firm operates from four strategically located offices, allowing them to effectively cater to their diverse client base. While their expertise extends beyond individual and 401K accounts, comprising less than 30% of their assets under management, Fintrust Capital Advisors possesses the capabilities to efficiently handle employer funds, demonstrating their comprehensive financial management abilities. Approximately 77% of the assets they manage are under discretionary management, highlighting their commitment to actively monitoring and optimizing investment portfolios. To ensure a fair and transparent compensation structure, Fintrust Capital Advisors offers various fee structures, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility tailored to their clients' needs. With a team of 44 dedicated professionals, including 30 experienced investment advisors, Fintrust Capital Advisors boasts an average of $57,490,000 in assets under management per investment advisor, aligning with industry standards. Notably, the firm takes pride in the expertise and tenure of their advisors, with individuals such as Harry Popper, Lee Brinson, and Valerie Smithey representing the longest-serving members of their team. Fintrust Capital Advisors, LLC remains committed to delivering personalized and professional financial services, solidifying their position as a trusted partner in helping clients achieve their financial objectives.

Davis Financial Planning, based out of Asheville, NC, is a reputable investment advisory firm catering to a diverse clientele. With over 110 individual clients, the firm boasts an impressive $101,381,000 in assets under management. Established as a small-scale operation, Davis Financial Planning has a single office that serves as a hub for their financial expertise. A notable aspect of their practice is their extensive experience in managing employer 401Ks and individual accounts, which accounts for roughly half of their assets under management. This expertise has earned them a solid reputation in the industry and has attracted clients seeking reliable guidance in this area. Davis Financial Planning's compensation structure offers flexibility, accommodating various client needs. Their range of payment options includes fixed fees, ensuring transparency and aligning their interests with their clients'. The firm is staffed by a dedicated team of six professionals, with four specializing in investment advisory services. Their collective expertise enables them to provide comprehensive financial planning and investment management strategies to their clients. With an average of $25,350,000 in assets under management per investment advisor, Davis Financial Planning demonstrates their commitment to delivering personalized attention and tailored solutions. Noteworthy among their team are some of the firm's longest tenured advisors: Taylor Nesbitt, Richard Brown, and Albert Davis. Their extensive experience and deep understanding of the financial landscape further solidify Davis Financial Planning's position as a trusted partner for individuals and businesses seeking financial security and prosperity.

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.

Colonial Trust Advisors, Inc., a local investment advisory firm based out of Spartanburg, SC, boasts an impressive track record in managing wealth for high net worth individuals. With over 490 individual clients and a staggering $1,193,168,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Their expertise extends beyond individual and 401K accounts, as they possess the capability to manage employer funds as well. Colonial Trust Advisors, Inc. operates from four strategically located offices, ensuring accessibility and personalized service for their discerning clientele. They have cultivated a team of 20 dedicated employees, with 11 of them providing expert investment advisory services. Each advisor manages an average of approximately $108,470,000 in assets under management, aligning with the industry standard. The firm's compensation structure is designed to suit various client preferences, offering options such as a percentage of assets under management and fixed fees. This flexibility demonstrates their commitment to tailoring their services to meet the unique needs and goals of each client. With a focus on discretionary management, Colonial Trust Advisors, Inc. maintains control over an impressive 91% of the assets they manage. This level of autonomy allows them to navigate the ever-changing market conditions and make informed decisions on behalf of their clients. Notable figures within the organization include Bert Barre, Barry Wynn, and Camp Wynn, who bring extensive experience and tenure to the firm. Their contributions, along with the expertise of the entire team, have solidified Colonial Trust Advisors, Inc.'s reputation as a reliable and esteemed partner in wealth management.