Search Results

282 advisors in north carolina
FirmFeeAUMMin.Clients

OBP CAPITAL

Fee-Only, No ConflictsClean Record
Rocky Mount, North CarolinaCRD #167619
Typical Fee--
AUM$79M
Minimum--
Clients5

OCTAGON ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #286248
Typical Fee--
AUM$192M
Minimum--
Clients5

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #148659
Typical Fee--
AUM$385M
Minimum--
Clients1,062

OLD PEAK FINANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #154804
Typical Fee--
AUM$575M
Minimum--
Clients579

OMNISTAR FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #138515
Typical Fee--
AUM$286M
Minimum--
Clients1,077

PAMLICO CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #157532
Typical Fee--
AUM$4.5B
Minimum--
Clients6

PASSPORT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #297449
Typical Fee--
AUM$115M
Minimum--
Clients409

PATHFINDER WEALTH CONSULTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #336658
Typical Fee--
AUM$866M
Minimum--
Clients1,895

PEACE OF MIND WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #317067
Typical Fee--
AUM$214M
Minimum--
Clients783

PENDLETON FINANCIAL WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #325303
Typical Fee--
AUM$142M
Minimum--
Clients324

PHOENIX WEALTH ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #118412
Typical Fee--
AUM$641M
Minimum--
Clients1,593

PHYSICIANS FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #118519
Typical Fee--
AUM$432M
Minimum--
Clients555

PIEDMONT CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #155682
Typical Fee--
AUM$408M
Minimum--
Clients206

PINAFORE WEALTH COUNSEL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #170540
Typical Fee--
AUM$174M
Minimum--
Clients325

PLEXUS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #310241
Typical Fee--
AUM$1.7B
Minimum--
Clients13

PORTUS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #300558
Typical Fee--
AUM$204M
Minimum--
Clients528

POWELL WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #144230
Typical Fee--
AUM$229M
Minimum--
Clients272

PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Henderson, North CarolinaCRD #149889
Typical Fee0.80%
AUM$147M
Minimum--
Clients669

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Statesville, North CarolinaCRD #150266
Typical Fee--
AUM$136M
Minimum--
Clients171

PROVIDENCE CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #174631
Typical Fee--
AUM$916M
Minimum--
Clients2,494

PURSUIT WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #337709
Typical Fee--
AUM$457M
Minimum--
Clients2,121

QHP CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #311710
Typical Fee--
AUM$3.1B
Minimum--
Clients13

QUANTITATIVE PROCESS, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #165699
Typical Fee--
AUM$502M
Minimum--
Clients288

QUEST 10 WEALTH BUILDERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fuquay-Varina, North CarolinaCRD #154092
Typical Fee--
AUM$188M
Minimum--
Clients933

RALEIGH CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #149538
Typical Fee--
AUM$398M
Minimum--
Clients2,293

REH WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #153826
Typical Fee1.00%
AUM$110M
Minimum--
Clients200

REICHARD CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #305695
Typical Fee--
AUM$330M
Minimum--
Clients205

RELIANT INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pinehurst, North CarolinaCRD #297369
Typical Fee--
AUM$235M
Minimum--
Clients997

RIDGELINE WEALTH ADVISORS, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #284843
Typical Fee--
AUM$142M
Minimum--
Clients646

RIDGEMONT PARTNERS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #157421
Typical Fee--
AUM$8.3B
Minimum--
Clients31
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