Search Results

282 advisors in north carolina
FirmFeeAUMMin.Clients

HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #297174
Typical Fee--
AUM$643M
Minimum--
Clients11

HALIFAX INVESTMENT MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #152789
Typical Fee--
AUM$1.8B
Minimum--
Clients8

HAMILTON POINT INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #144534
Typical Fee--
AUM$1.1B
Minimum--
Clients815

HATTERAS INVESTMENT PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #170628
Typical Fee--
AUM$188M
Minimum--
Clients7

HAYDEN HARPER WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #152091
Typical Fee--
AUM$169M
Minimum--
Clients226

HCG FUND MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #281615
Typical Fee--
AUM$478M
Minimum--
Clients10

HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #323171
Typical Fee--
AUM$120M
Minimum--
Clients570

HILLTOP WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #283014
Typical Fee--
AUM$636M
Minimum--
Clients1,968

HOBART WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #168494
Typical Fee--
AUM$430M
Minimum--
Clients1,891

HOLCOMBE & MCGRATH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #121197
Typical Fee--
AUM$156M
Minimum--
Clients701

HOLDERNESS INVESTMENTS CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #106530
Typical Fee--
AUM$621M
Minimum--
Clients750

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #118943
Typical Fee--
AUM$154M
Minimum--
Clients153

HORIZON FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #158798
Typical Fee--
AUM$213M
Minimum--
Clients1,136

HORIZON INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #109552
Typical Fee--
AUM$5.4B
Minimum--
Clients1,481

HORIZONS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #127457
Typical Fee--
AUM$258M
Minimum--
Clients653

HUNTER STREET INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Apex, North CarolinaCRD #145334
Typical Fee--
AUM$134M
Minimum--
Clients675

IA NETWORK, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #319096
Typical Fee--
AUM$184M
Minimum--
Clients572

IFC CORE INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #302090
Typical Fee--
AUM$758M
Minimum--
Clients1

IFC INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #305377
Typical Fee--
AUM--
Minimum--
Clients--

INDEPENDENT ADVISOR ALLIANCE, LLC

Clean RecordAlso Compensated via Brokerage
Charlotte, North CarolinaCRD #168267
Typical Fee2.00%
AUM$14.1B
Minimum--
Clients54,861

INDEPENDENT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #328786
Typical Fee1.25%
AUM$195M
Minimum$10,000
Clients432

INDEXPERTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #314858
Typical Fee--
AUM--
Minimum--
Clients--

INNOVATION PARTNERS LLC

Clean RecordAlso Compensated via Brokerage
Charlotte, North CarolinaCRD #146344
Typical Fee--
AUM--
Minimum--
Clients--

INSIGHT FOLIOS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #174411
Typical Fee--
AUM$331M
Minimum--
Clients2,223

INTEGRATED WEALTHCARE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #312929
Typical Fee--
AUM$145M
Minimum--
Clients712

INTEGRATIVE PLANNING, INC.

Fee-OnlyAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #336307
Typical Fee--
AUM$100M
Minimum--
Clients412

INTERCAROLINA FINANCIAL SERVICES, INC.

Also Compensated via Brokerage
Greensboro, North CarolinaCRD #19475
Typical Fee--
AUM$131M
Minimum--
Clients381

INVESTOR ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #106837
Typical Fee--
AUM$153M
Minimum--
Clients435

IP FINANCIAL ADVISORY SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #305772
Typical Fee--
AUM$456M
Minimum--
Clients2,887

IRONSIDES ASSET ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rocky Mount, North CarolinaCRD #161683
Typical Fee--
AUM$1.4B
Minimum--
Clients872
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