Search Results

282 advisors in north carolina
FirmFeeAUMMin.Clients

JOEL ADAMS AND ASSOCIATES INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #319379
Typical Fee--
AUM$306M
Minimum--
Clients1,452

KANBRICK LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #309288
Typical Fee--
AUM$280M
Minimum--
Clients1

KENNETH FRENKE & CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Arden, North CarolinaCRD #109352
Typical Fee--
AUM$185M
Minimum--
Clients711

KENSINGTON FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #127658
Typical Fee--
AUM$147M
Minimum--
Clients769

KERUSSO CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #316352
Typical Fee--
AUM$169M
Minimum--
Clients20

KIAN CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #329179
Typical Fee--
AUM$986M
Minimum--
Clients5

KUHN ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Durham, North CarolinaCRD #117816
Typical Fee--
AUM$754M
Minimum--
Clients1,341

LAUREL WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #118469
Typical Fee--
AUM$973M
Minimum--
Clients1,394

LEVEL WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #301381
Typical Fee--
AUM$237M
Minimum--
Clients432

LEWIS FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #116344
Typical Fee--
AUM$431M
Minimum--
Clients128

LIFEPLAN GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #144157
Typical Fee--
AUM$239M
Minimum--
Clients913

LINDEN THOMAS ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #288557
Typical Fee--
AUM$1.6B
Minimum--
Clients6,977

LIVE OAK PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #297904
Typical Fee--
AUM$1.3B
Minimum--
Clients1,157

LUMINA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #291548
Typical Fee--
AUM$197M
Minimum--
Clients166

LYNK CAPITAL MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #329038
Typical Fee--
AUM$225M
Minimum--
Clients2

LYON WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #325041
Typical Fee--
AUM$311M
Minimum--
Clients686

MASONBORO ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #145151
Typical Fee--
AUM$156M
Minimum--
Clients505

MBL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #305176
Typical Fee--
AUM$1.1B
Minimum--
Clients951

MILESTONE INVESTMENTS, INC.

Clean RecordAlso Compensated via Brokerage
Charlotte, North CarolinaCRD #47090
Typical Fee--
AUM$277M
Minimum--
Clients138

MILESTONE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, North CarolinaCRD #292797
Typical Fee--
AUM$198M
Minimum--
Clients646

MILL CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, North CarolinaCRD #312798
Typical Fee--
AUM$1.5B
Minimum--
Clients306

MILLBANK DARTMOOR PORTSMOUTH LLC

Fee-Only, No ConflictsClean Record
Asheville, North CarolinaCRD #311046
Typical Fee--
AUM$234M
Minimum--
Clients4

MODERN CAPITAL ADVISORS, LLC

Also Compensated via Brokerage
Raleigh, North CarolinaCRD #131117
Typical Fee--
AUM$285M
Minimum--
Clients1,561

MORGAN CREEK CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #138401
Typical Fee--
AUM$1.5B
Minimum--
Clients41

MUIRFIELD WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #316071
Typical Fee--
AUM$256M
Minimum--
Clients484

NAMCOA

Fee-OnlyAlso Compensated via Product Sales
Mooresville, North CarolinaCRD #133978
Typical Fee2.00%
AUM$362M
Minimum$50,000
Clients249

NEW REPUBLIC PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #310907
Typical Fee--
AUM$2.5B
Minimum--
Clients101

NOVARE CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #117949
Typical Fee--
AUM$1.7B
Minimum--
Clients1,954

OAK CITY CONSULTING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wake Forest, North CarolinaCRD #162220
Typical Fee--
AUM$1.3B
Minimum--
Clients314

OAK HARBOR WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #311528
Typical Fee--
AUM$623M
Minimum--
Clients1,480
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