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282 advisors in north carolina
FirmFeeAUMMin.Clients

SABER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fuquay Varina, North CarolinaCRD #166103
Typical Fee--
AUM$129M
Minimum--
Clients123

SAFE HARBOR FAMILY CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #317547
Typical Fee--
AUM$546M
Minimum--
Clients239

SALEM INVESTMENT COUNSELORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #104855
Typical Fee--
AUM$3.8B
Minimum--
Clients3,064

SAPERE WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Matthews, North CarolinaCRD #119598
Typical Fee--
AUM$346M
Minimum--
Clients252

SCHOLAR FINANCIAL ADVISING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #298968
Typical Fee--
AUM--
Minimum--
Clients--

SEASIDE WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #327645
Typical Fee--
AUM$103M
Minimum--
Clients711

SEMMAX FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #144978
Typical Fee--
AUM$395M
Minimum--
Clients2,007

SHAH CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #133941
Typical Fee--
AUM$768M
Minimum--
Clients83

SHARPVUE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #304746
Typical Fee--
AUM$356M
Minimum--
Clients12

SHEETS SMITH WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #105710
Typical Fee--
AUM$1.2B
Minimum--
Clients1,039

SHINING ROCK ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #311295
Typical Fee--
AUM$154M
Minimum--
Clients93

SILVERBACK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #141407
Typical Fee--
AUM$1.0B
Minimum--
Clients8

SLEDGE AND COMPANY WEALTH ADVISORS

Clean RecordAlso Compensated via Brokerage
High Point, North CarolinaCRD #336314
Typical Fee--
AUM$164M
Minimum--
Clients393

SLP WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durham, North CarolinaCRD #325631
Typical Fee--
AUM$64M
Minimum--
Clients1,895

SMITH PARTNERS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #112231
Typical Fee--
AUM$175M
Minimum--
Clients434

SMITH SALLEY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #129614
Typical Fee--
AUM$2.9B
Minimum--
Clients3,203

SOUND FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #122670
Typical Fee--
AUM$134M
Minimum--
Clients440

SPARTA WEALTH PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #318036
Typical Fee--
AUM$265M
Minimum--
Clients564

SPARTAN PLANNING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #166599
Typical Fee--
AUM$345M
Minimum--
Clients962

SPP MANAGEMENT SERVICES, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #164078
Typical Fee--
AUM$546M
Minimum--
Clients26

STEELE CREEK INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #170209
Typical Fee--
AUM$2.4B
Minimum--
Clients11

STEPSTONE PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #305881
Typical Fee--
AUM$8.2B
Minimum--
Clients10

STERLING CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #135405
Typical Fee--
AUM$66.2B
Minimum--
Clients3,535

STRATEGIC ADVISORY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #314842
Typical Fee--
AUM$124M
Minimum--
Clients709

STRATHMORE CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #135008
Typical Fee--
AUM$456M
Minimum--
Clients935

STRUCTURAL SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #319155
Typical Fee--
AUM$118M
Minimum--
Clients10

TAGSTONE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #158864
Typical Fee--
AUM$369M
Minimum--
Clients228

TANNIN CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #304238
Typical Fee--
AUM$512M
Minimum--
Clients460

TAR RIVER WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisburg, North CarolinaCRD #328530
Typical Fee--
AUM$401M
Minimum--
Clients1,283

TARHEEL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #149308
Typical Fee--
AUM$138M
Minimum--
Clients389
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