#1Bca Private Wealth, Inc.
BCA PRIVATE WEALTH, INC.
Based in Greenville, SC
Retirement Plan Advisors in Greenville, SC
The top-ranked retirement plan advisors serving Greenville, SC are Bca Private Wealth, Inc., Discipline Wealth Solutions, Inc. and Family Legacy, Inc.. We list 13 retirement plan advisors serving Greenville, SC. 13 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Greenville, SC (Greenville County). 13 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Greenville
#2Discipline Wealth Solutions, Inc.
DISCIPLINE WEALTH SOLUTIONS, INC.Based in Greenville, SC#3Family Legacy, Inc.
FAMILY LEGACY, INC.Based in Greenville, SC#4J. Freeman & Associates
JFA ADVISORS, LLCBased in Greenville, SC#5Match Grade Advisors
MATCH GRADE ADVISORS, LLCBased in Greenville, SC#6Norris Financial Group, LLC
NORRIS FINANCIAL GROUP, LLCBased in Greenville, SC#7Novus Advisors
NOVUS ADVISORS, LLCBased in Greenville, SC#8Primetrust Advisors LLC
PRIMETRUST ADVISORS LLCBased in Greenville, SC#9Professional Planning & Wealth
PROFESSIONAL PLANNING & WEALTH, LLCBased in Greenville, SC#10Wealth Management Advisors, LLC
WEALTH MANAGEMENT ADVISORS, LLCBased in Greenville, SC
3 more providers serving this area
- Van Der Noord Financial Advisors, Inc., SC
- Colonial Trust Advisors, Inc., Spartanburg, SC (27 mi)
- Mtm Investment Management, LLC, Spartanburg, SC (27 mi)
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Frequently asked questions
How many retirement plan advisors serve Greenville?
We list 13 retirement plan advisors serving Greenville, SC: 10 based there and 3 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Greenville?
The top-ranked retirement plan advisors serving Greenville, SC are Bca Private Wealth, Inc., Discipline Wealth Solutions, Inc., Family Legacy, Inc., J. Freeman & Associates and Match Grade Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Greenville are verified against official records?
10 of the top 10 match an active official record: Bca Private Wealth, Inc. (U.S. Securities and Exchange Commission), Discipline Wealth Solutions, Inc. (U.S. Securities and Exchange Commission), Family Legacy, Inc. (U.S. Securities and Exchange Commission), J. Freeman & Associates (U.S. Securities and Exchange Commission) and Match Grade Advisors (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .