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282 advisors in north carolina
FirmFeeAUMMin.Clients

CASSIA CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #159911
Typical Fee--
AUM$251M
Minimum--
Clients573

CHARTER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #162299
Typical Fee--
AUM$176M
Minimum--
Clients263

CHURCHILL INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #305060
Typical Fee--
AUM$10.0B
Minimum--
Clients7

CLEARVIEW WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #166812
Typical Fee--
AUM$171M
Minimum--
Clients512

COLLEGIATE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #118205
Typical Fee--
AUM$582M
Minimum--
Clients1,995

COLLIE FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Black Mountain, North CarolinaCRD #134884
Typical Fee--
AUM$163M
Minimum--
Clients732

COLLWICK FUNDS GP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #162923
Typical Fee--
AUM$370M
Minimum--
Clients1

COLONY FAMILY OFFICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #167017
Typical Fee--
AUM$3.4B
Minimum--
Clients1,048

COLTON GROOME FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #128365
Typical Fee--
AUM$725M
Minimum--
Clients1,096

COMPERIO RETIREMENT CONSULTING, INC.

Fee-Only, No ConflictsClean Record
Cary, North CarolinaCRD #140786
Typical Fee--
AUM$2.0B
Minimum--
Clients39

COPPERLEAF CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, North CarolinaCRD #117823
Typical Fee--
AUM$250M
Minimum--
Clients957

CORIGLIANO INVESTMENT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #331908
Typical Fee1.50%
AUM$319M
Minimum--
Clients2

CORNERSTONE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #300891
Typical Fee--
AUM$2.5B
Minimum--
Clients2

CORNERSTONE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Huntersville, North CarolinaCRD #289971
Typical Fee--
AUM$2.1B
Minimum--
Clients6,834

CORNERSTONE WEALTH PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #166886
Typical Fee--
AUM$486M
Minimum--
Clients1,273

CORRUM CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #168693
Typical Fee--
AUM$1.2B
Minimum--
Clients21

COUNTERWEIGHT PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #327880
Typical Fee--
AUM$168M
Minimum--
Clients337

CROSSGEN WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, North CarolinaCRD #336270
Typical Fee--
AUM$212M
Minimum--
Clients302

CROWN WEALTH GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #299732
Typical Fee--
AUM$438M
Minimum--
Clients982

DAVIS INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #318783
Typical Fee--
AUM$390M
Minimum--
Clients452

DEFENDER CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #159607
Typical Fee--
AUM$510M
Minimum--
Clients189

DELEGATE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #159953
Typical Fee--
AUM$1.5B
Minimum--
Clients1,277

DOLAN CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #269886
Typical Fee--
AUM$146M
Minimum--
Clients321

DOVETAIL FINANCIAL GROUP LLC

Fee-Only, No ConflictsClean Record
Wilmington, North CarolinaCRD #311298
Typical Fee--
AUM$259M
Minimum--
Clients882

DREHER FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southern Pines, North CarolinaCRD #104537
Typical Fee--
AUM$148M
Minimum--
Clients496

EASTOVER CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #150821
Typical Fee--
AUM$392M
Minimum--
Clients252

EMERALD ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rocky Mount, North CarolinaCRD #174691
Typical Fee--
AUM$110M
Minimum--
Clients395

EQV ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #338271
Typical Fee--
AUM$107M
Minimum--
Clients122

ETON ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #289395
Typical Fee--
AUM$1.9B
Minimum--
Clients156

EVERGREEN WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #326535
Typical Fee3.00%
AUM$108M
Minimum--
Clients779
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