Insights

Boutique scale Norris Financial Group operates with a small team (2-10 employees) yet reports substantial revenue ($10M-$25M), indicating a high-touch, scalable advisory model. Sales opportunity: position technology, outsourced support, and premium service add-ons that enhance capacity without sacrificing personal client relationships.

Wealth philosophy The OneLife Wealth Management philosophy emphasizes client education, trust, and long-term relationships. Sales approach: offer client education programs, ongoing financial literacy resources, and transparent reporting tools to deepen engagement and cross-sell planning services.

Technology stack Current tech includes MySQL, PHP, jQuery, and UI frameworks, suggesting a stable but potentially legacy-oriented stack. Sales opportunity: propose modern, secure CRM and data analytics, client portal enhancements, and integration services to improve efficiency and client experience.

Regulatory footing Securities offered via Osaic Wealth, Inc. and advisory services through Norris Financial Group, LLC, indicating handling of both brokerage and advisory activities with regulatory oversight (FINRA/SIPC). Sales angle: offer compliance, RIA tech upgrades, and unified custody/ brokerage solutions to streamline oversight and reporting.

Growth potential Revenue in the mid-range for a small firm, with a reputable client-facing brand and a strong emphasis on education. Sales cue: introduce scalable marketing, client onboarding automation, and performance analytics to attract high-net-worth referrals and expand client base.

Similar companies to Norris Financial Group

Norris Financial Group Tech Stack

Norris Financial Group uses 8 technology products and services including RSS, Glyphicons, TweenMax, and more. Explore Norris Financial Group's tech stack below.

RSS
Content Management System
Glyphicons
Font Scripts
TweenMax
Javascript Frameworks
jQuery
Javascript Libraries
Lightbox
Javascript Libraries
Google Maps
Maps
Lua
Programming Languages
MediaElement.js
Video Players

Norris Financial Group's Email Address Formats

Norris Financial Group uses at least 1 format(s):

Norris Financial Group Email Formats	Example	Percentage
First.Last@norrisfinancialgroup.com	John.Doe@norrisfinancialgroup.com	50%
First@norrisfinancialgroup.com	John@norrisfinancialgroup.com	17%
FirstMLast@norrisfinancialgroup.com	JohnMDoe@norrisfinancialgroup.com	16%
FMLast@norrisfinancialgroup.com	JMDoe@norrisfinancialgroup.com	17%

Frequently Asked Questions

What is Norris Financial Group's phone number?

You can contact Norris Financial Group's main corporate office by phone at

+1-864-235-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Norris Financial Group's official website and social media links?

Norris Financial Group's official website is norrisfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Norris Financial Group generate?

As of July 2026, Norris Financial Group's annual revenue is estimated to be $10M - $25M.

What is Norris Financial Group's NAICS code?

Norris Financial Group's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Norris Financial Group have currently?

As of July 2026, Norris Financial Group has approximately 7 employees across 1 continents, including North America. Key team members include President, Registered Investment Advisor, Certified Financial Planner: T. L. N.Director Of Operations: J. N.Office Manager: S. N.. Explore Norris Financial Group's employee directory with LeadIQ.

What industry does Norris Financial Group belong to?

Norris Financial Group operates in the Investment Management industry.

What technology does Norris Financial Group use?

Norris Financial Group's tech stack includes RSSGlyphiconsTweenMaxjQueryLightboxGoogle MapsLuaMediaElement.js.

What is Norris Financial Group's email format?

Norris Financial Group's email format typically follows the pattern of First.Last@norrisfinancialgroup.com. Find more Norris Financial Group email formats with LeadIQ.

When was Norris Financial Group founded?

Norris Financial Group was founded in 1986.

Norris Financial Group

Q: How many employees does Norris Financial Group have currently?

Norris Financial Group has approximately 7 employees.

Q: What technology does Norris Financial Group use?

Norris Financial Group's tech stack includes Apache, Glyphicons, jQuery, Google Fonts API, Priority Hints.

Q: What is Norris Financial Group's NAICS code?

Norris Financial Group's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementSouth Carolina, United States2-10 Employees

Norris Financial Group is a small investment management firm based in Greenville, South Carolina, delivering wealth management and advisory services. It operates under a client-centered OneLife Wealth Management philosophy that prioritizes relationships and trust as the foundation for tailored guidance. The firm emphasizes being detail-oriented, responsive, and educational, aiming to set realistic expectations for its clients. By aligning its goals with those of its clients, it seeks to support durable financial success.

Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC, while investment advisory services are provided by Norris Financial Group, LLC, a registered investment adviser unaffiliated with Osaic. The organization maintains a small professional team serving clients from Greenville.