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282 advisors in north carolina
FirmFeeAUMMin.Clients

TASSEL CAPITAL MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Matthews, North CarolinaCRD #121112
Typical Fee--
AUM$266M
Minimum--
Clients850

TERRA WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
High Point, North CarolinaCRD #320643
Typical Fee--
AUM$399M
Minimum--
Clients2,917

THAYER FINANCIAL, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hickory, North CarolinaCRD #304729
Typical Fee--
AUM$106M
Minimum--
Clients493

THE BREIT GROUP

Fee-Only, No ConflictsClean Record
Wrightsville Beach, North CarolinaCRD #335020
Typical Fee--
AUM$102M
Minimum--
Clients57

THE FINANCIAL LEGACY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #287632
Typical Fee--
AUM$107M
Minimum--
Clients414

THE PINES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southern Pines, North CarolinaCRD #326353
Typical Fee--
AUM$420M
Minimum--
Clients925

THE WEALTH GROUP, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #154106
Typical Fee--
AUM$289M
Minimum--
Clients692

THREE MAGNOLIAS FINANCIAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #114471
Typical Fee--
AUM$414M
Minimum--
Clients1,471

TILIA FIDUCIARY PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, North CarolinaCRD #157852
Typical Fee--
AUM$404M
Minimum--
Clients997

TIMONIER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #150748
Typical Fee--
AUM$450M
Minimum--
Clients707

TIVERTON ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #305331
Typical Fee--
AUM$2.0B
Minimum--
Clients9

TOPSAIL WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #331098
Typical Fee--
AUM$1.0B
Minimum--
Clients597

TOWNSEND ASSET MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #108216
Typical Fee--
AUM$480M
Minimum--
Clients1,130

TRADEWINDS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #316415
Typical Fee--
AUM$560M
Minimum--
Clients1,633

TRIANGLE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #148156
Typical Fee--
AUM$1.3B
Minimum--
Clients1,170

TRICAPITAL WEALTH MANAGEMENT, INC.

Clean RecordAlso Compensated via Brokerage
Charlotte, North CarolinaCRD #118788
Typical Fee--
AUM$119M
Minimum--
Clients178

TRUEBRIDGE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #155425
Typical Fee--
AUM$9.6B
Minimum--
Clients206

TWIN CITY PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #315836
Typical Fee1.50%
AUM$130M
Minimum--
Clients480

UWHARRIE INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albemarle, North CarolinaCRD #117592
Typical Fee1.00%
AUM$278M
Minimum--
Clients811

VARIANT PERCEPTION

Fee-OnlyAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #334510
Typical Fee--
AUM--
Minimum--
Clients--

VERATIS ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #117892
Typical Fee--
AUM$4.5B
Minimum--
Clients431

VERGER CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #170125
Typical Fee--
AUM$2.9B
Minimum--
Clients11

VERITY ASSET MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Durham, North CarolinaCRD #158667
Typical Fee--
AUM$1.0B
Minimum--
Clients7,199

VERUM PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #301058
Typical Fee--
AUM$1.0B
Minimum--
Clients1,560

VESTED FINANCE

Clean RecordAlso Compensated via Brokerage
Durham, North CarolinaCRD #299272
Typical Fee--
AUM--
Minimum--
Clients--

VISION CAPITAL & MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davidson, North CarolinaCRD #118363
Typical Fee--
AUM$121M
Minimum--
Clients156

VN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #166761
Typical Fee--
AUM$96M
Minimum--
Clients2

WEALTHPOINT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cramerton, North CarolinaCRD #332312
Typical Fee--
AUM$119M
Minimum--
Clients883

WEALTHSHIELD PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #169584
Typical Fee--
AUM$1.1B
Minimum--
Clients3,596

WEDGE CAPITAL MANAGEMENT LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #106234
Typical Fee--
AUM$7.7B
Minimum--
Clients227
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