Fiduciary advisors in North Carolina

282registered advisers
263fee-only verified

Charlotte's banking sector -- Bank of America and Truist are both headquartered there -- anchors North Carolina's advisory market. The state has 282 SEC-registered fiduciary advisors, with 263 operating fee-only. Raleigh-Durham's Research Triangle adds a second cluster of advisory firms serving tech and biotech executives.

Cities

Albemarle1Apex3Arden1Asheville12Bermuda Run1Black Mountain1Boone1Cary7Chapel Hill17Charlotte89Concord3Cornelius5Cramerton1Davidson2Durham7Fuquay-Varina2Greensboro19Greenville4Henderson1Hickory2High Point2Huntersville2Louisburg1Matthews3Mooresville2New Bern1Pinehurst1Raleigh53Rocky Mount4Shelby1Southern Pines2Statesville1Wake Forest1Wilmington11Winston Salem17Wrightsville Beach1

Top advisors

1808 CAPITAL PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #332702
Typical Fee--
AUM$651M
Minimum--
Clients995

A4 WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Huntersville, North CarolinaCRD #152397
Typical Fee--
AUM$214M
Minimum--
Clients1,366

ABS LEGACY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hickory, North CarolinaCRD #325604
Typical Fee--
AUM$616M
Minimum--
Clients58

ABSHER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #304642
Typical Fee--
AUM$1.1B
Minimum--
Clients2,430

ACCRUENT WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
Winston-Salem, North CarolinaCRD #113706
Typical Fee--
AUM$174M
Minimum--
Clients614

ACT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #173120
Typical Fee--
AUM$434M
Minimum--
Clients1,027

ADHESION WEALTH ADVISOR SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #143593
Typical Fee--
AUM$10.4B
Minimum--
Clients32,716

ADVISORSTRUST PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #304967
Typical Fee--
AUM$217M
Minimum--
Clients85

AIM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #325125
Typical Fee--
AUM$158M
Minimum--
Clients482

ALIGHT FINANCIAL ADVISORS, LLC

Also Compensated via Brokerage
Charlotte, North CarolinaCRD #158744
Typical Fee--
AUM$30.9B
Minimum--
Clients197,089

ALLEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boone, North CarolinaCRD #133038
Typical Fee--
AUM$664M
Minimum--
Clients2,725

ALLSPRING FUNDS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #110841
Typical Fee--
AUM$318.0B
Minimum--
Clients12,065

ALLSPRING GLOBAL INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #104973
Typical Fee--
AUM$457.5B
Minimum--
Clients13,122

ALLY INVEST ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #170301
Typical Fee0.85%
AUM$1.4B
Minimum--
Clients76,058

ALPHA FINANCIAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #122545
Typical Fee--
AUM$503M
Minimum--
Clients1,473

ALPHASTAR CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #157423
Typical Fee--
AUM$1.8B
Minimum--
Clients11,592

ALTAMONT CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Asheville, North CarolinaCRD #118979
Typical Fee--
AUM$412M
Minimum--
Clients387

ALUMINA INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #164273
Typical Fee--
AUM$14.7B
Minimum--
Clients2

AMPHORA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #157968
Typical Fee--
AUM$151M
Minimum--
Clients588

ARBOR INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston Salem, North CarolinaCRD #111077
Typical Fee--
AUM$1.1B
Minimum--
Clients1,356

ARK ROYAL WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #175151
Typical Fee--
AUM$139M
Minimum--
Clients275

ARMOR INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #134200
Typical Fee--
AUM$389M
Minimum--
Clients203

ASANA PARTNERS, LP

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #284477
Typical Fee--
AUM$7.0B
Minimum--
Clients7

ASCENDOR WEALTH, LLC

Fee-Only, No ConflictsClean Record
Wilmington, North CarolinaCRD #148969
Typical Fee--
AUM$117M
Minimum--
Clients370

ASPIRE PRIVATE CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Cornelius, North CarolinaCRD #154116
Typical Fee--
AUM$456M
Minimum--
Clients1,701

ATLANTIC PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #311517
Typical Fee--
AUM$894M
Minimum--
Clients1,339

AUCTUS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #289489
Typical Fee--
AUM$613M
Minimum--
Clients731

BARINGS LLC

Fee-OnlyAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #106006
Typical Fee--
AUM$345.2B
Minimum--
Clients373

BD INVESTMENT PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #309347
Typical Fee--
AUM$170M
Minimum--
Clients3

BEACON CAPITAL ADVISORY GROUP

Clean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #333090
Typical Fee--
AUM$224M
Minimum--
Clients538

BEACON FINANCIAL STRATEGIES CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #132987
Typical Fee--
AUM$309M
Minimum--
Clients560

BEACON WEALTHCARE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #312556
Typical Fee--
AUM$308M
Minimum--
Clients908

BELL PARTNERS

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #329611
Typical Fee--
AUM$5.2B
Minimum--
Clients27

BILTMORE FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #167174
Typical Fee--
AUM$3.2B
Minimum--
Clients951

BLUE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #330324
Typical Fee--
AUM$145M
Minimum--
Clients908

BLUE WATER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Apex, North CarolinaCRD #127193
Typical Fee--
AUM$160M
Minimum--
Clients385

BLUEPRINT FINANCIAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #315570
Typical Fee--
AUM$202M
Minimum--
Clients1,298

BLUEPRINT FUND MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #306419
Typical Fee--
AUM$340M
Minimum--
Clients2

BLUEPRINT INVESTMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #170196
Typical Fee--
AUM$1.2B
Minimum--
Clients17

BLUESKY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Bern, North CarolinaCRD #116760
Typical Fee--
AUM$850M
Minimum--
Clients1,608

BP ASSET MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #328276
Typical Fee--
AUM$155M
Minimum--
Clients3

BRAGG FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #108780
Typical Fee--
AUM$3.9B
Minimum--
Clients1,552

BRIGHTHOUSE INVESTMENT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #107312
Typical Fee--
AUM$135.2B
Minimum--
Clients6,200

BROAD REACH CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #144686
Typical Fee--
AUM$180M
Minimum--
Clients25

BROYHILL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #120462
Typical Fee--
AUM$205M
Minimum--
Clients91

BSG ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Apex, North CarolinaCRD #297243
Typical Fee--
AUM$135M
Minimum--
Clients676

CALAMITA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #153316
Typical Fee--
AUM$138M
Minimum--
Clients391

CANNON ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #293929
Typical Fee--
AUM$142M
Minimum--
Clients721

CANNON WEALTH MANAGEMENT SERVICES

Clean RecordAlso Compensated via Brokerage
Winston Salem, North CarolinaCRD #323302
Typical Fee--
AUM$245M
Minimum--
Clients1,001

CAPITAL ADVISERS, INC.

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #118442
Typical Fee--
AUM$620M
Minimum--
Clients1,505
View all 282 advisors in North Carolina
Fiduciary Financial Advisors in North Carolina | FiduciaryListings