Fiduciary advisors in Asheville, NC

12 registered advisers

Asheville is a mountain city attracting retirees and remote workers from higher-cost markets, expanding the local advisory client base, and 12 SEC-registered fiduciary firms serve local investors. Roughly 92% of registered fiduciary firms here are fee-only, totaling 11 practices. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.

ACT ADVISORS

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

ALTAMONT CAPITAL MANAGEMENT

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

COLTON GROOME FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #128365
Typical Fee--
AUM$725M
Minimum--
Clients1,096

CORNERSTONE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #300891
Typical Fee--
AUM$2.5B
Minimum--
Clients2

GRAHAM PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #158939
Typical Fee--
AUM$632M
Minimum--
Clients3

HOLCOMBE & MCGRATH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #121197
Typical Fee--
AUM$156M
Minimum--
Clients701

HORIZONS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #127457
Typical Fee--
AUM$258M
Minimum--
Clients653

JOEL ADAMS AND ASSOCIATES INC.

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

MILLBANK DARTMOOR PORTSMOUTH LLC

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

SHINING ROCK ADVISORS LLC

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

WELLS FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #158030
Typical Fee--
AUM$126M
Minimum--
Clients312

WHITE OAK FINANCIAL MANAGEMENT, INC

Clean RecordAlso Compensated via Product Sales
Asheville, North CarolinaCRD #142615
Typical Fee--
AUM$143M
Minimum--
Clients905
Fiduciary Advisors in Asheville, North Carolina | FiduciaryListings