Search Results

282 advisors in north carolina
FirmFeeAUMMin.Clients

BEACON FINANCIAL STRATEGIES CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #132987
Typical Fee--
AUM$309M
Minimum--
Clients560

BEACON WEALTHCARE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #312556
Typical Fee--
AUM$308M
Minimum--
Clients908

BELL PARTNERS

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #329611
Typical Fee--
AUM$5.2B
Minimum--
Clients27

BILTMORE FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #167174
Typical Fee--
AUM$3.2B
Minimum--
Clients951

BLUE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #330324
Typical Fee--
AUM$145M
Minimum--
Clients908

BLUE WATER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Apex, North CarolinaCRD #127193
Typical Fee--
AUM$160M
Minimum--
Clients385

BLUEPRINT FINANCIAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #315570
Typical Fee--
AUM$202M
Minimum--
Clients1,298

BLUEPRINT FUND MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #306419
Typical Fee--
AUM$340M
Minimum--
Clients2

BLUEPRINT INVESTMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #170196
Typical Fee--
AUM$1.2B
Minimum--
Clients17

BLUESKY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Bern, North CarolinaCRD #116760
Typical Fee--
AUM$850M
Minimum--
Clients1,608

BP ASSET MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #328276
Typical Fee--
AUM$155M
Minimum--
Clients3

BRAGG FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #108780
Typical Fee--
AUM$3.9B
Minimum--
Clients1,552

BRIGHTHOUSE INVESTMENT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #107312
Typical Fee--
AUM$135.2B
Minimum--
Clients6,200

BROAD REACH CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #144686
Typical Fee--
AUM$180M
Minimum--
Clients25

BROYHILL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #120462
Typical Fee--
AUM$205M
Minimum--
Clients91

BSG ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Apex, North CarolinaCRD #297243
Typical Fee--
AUM$135M
Minimum--
Clients676

CALAMITA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #153316
Typical Fee--
AUM$138M
Minimum--
Clients391

CANNON ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #293929
Typical Fee--
AUM$142M
Minimum--
Clients721

CANNON WEALTH MANAGEMENT SERVICES

Clean RecordAlso Compensated via Brokerage
Winston Salem, North CarolinaCRD #323302
Typical Fee--
AUM$245M
Minimum--
Clients1,001

CAPITAL ADVISERS, INC.

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #118442
Typical Fee--
AUM$620M
Minimum--
Clients1,505

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #149124
Typical Fee--
AUM$1.9B
Minimum--
Clients8,619

CAPITAL INVESTMENT COUNSEL INC

Clean RecordAlso Compensated via Brokerage
Raleigh, North CarolinaCRD #104591
Typical Fee--
AUM$889M
Minimum--
Clients1,231

CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #109416
Typical Fee--
AUM$342M
Minimum--
Clients514

CAPITALA PRIVATE ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #283527
Typical Fee--
AUM$494M
Minimum--
Clients9

CAPTRUST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #175112
Typical Fee--
AUM$1.1T
Minimum--
Clients127,387

CARDINAL CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #108076
Typical Fee--
AUM$1.0B
Minimum--
Clients1,498

CAROLINA FINANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #118823
Typical Fee--
AUM$241M
Minimum--
Clients1,226

CAROLINA WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, North CarolinaCRD #131393
Typical Fee--
AUM$712M
Minimum--
Clients1,404

CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #157822
Typical Fee--
AUM$1.7B
Minimum--
Clients10

CASCADES CAPITAL ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #167102
Typical Fee--
AUM$322M
Minimum--
Clients691
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