Search Results

282 advisors in north carolina
FirmFeeAUMMin.Clients

EVERSTAR ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mooresville, North CarolinaCRD #313334
Typical Fee--
AUM$311M
Minimum--
Clients1,091

FALFURRIAS MANAGEMENT PARTNERS LP

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #163076
Typical Fee--
AUM$3.2B
Minimum--
Clients6

FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cary, North CarolinaCRD #314351
Typical Fee--
AUM$140M
Minimum--
Clients756

FAMILY WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Matthews, North CarolinaCRD #317764
Typical Fee--
AUM$392M
Minimum--
Clients1,020

FC CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #161220
Typical Fee2.00%
AUM$1.9B
Minimum--
Clients6

FCA PARTNERS, LLC

Clean RecordAlso Compensated via Insurance
Charlotte, North CarolinaCRD #322393
Typical Fee--
AUM$741M
Minimum--
Clients1

FINANCIAL SYMMETRY INC.

Fee-Only, No ConflictsClean Record
Raleigh, North CarolinaCRD #118443
Typical Fee--
AUM$1.5B
Minimum--
Clients5,370

FIRST CITIZENS ASSET MANAGEMENT, INC

Also Compensated via Brokerage
Raleigh, North CarolinaCRD #140777
Typical Fee--
AUM$167M
Minimum--
Clients409

FIRST CITIZENS INVESTOR SERVICES, INC.

Also Compensated via Brokerage
Raleigh, North CarolinaCRD #44430
Typical Fee--
AUM$2.1B
Minimum--
Clients6,706

FIRST FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #134006
Typical Fee--
AUM$317M
Minimum--
Clients1,026

FIRST OAK WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #288316
Typical Fee--
AUM$268M
Minimum--
Clients527

FIRST TRYON ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #332377
Typical Fee--
AUM$123M
Minimum--
Clients7

FIVE POINTS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winston-Salem, North CarolinaCRD #160792
Typical Fee--
AUM$1.2B
Minimum--
Clients14

FOREST CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, North CarolinaCRD #325514
Typical Fee--
AUM$143M
Minimum--
Clients247

FORTRESS PRIVATE LEDGER, LLC

Clean RecordAlso Compensated via Brokerage
Raleigh, North CarolinaCRD #290298
Typical Fee--
AUM$346M
Minimum--
Clients1,115

FOUNDERS FINANCIAL ALLIANCE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #173011
Typical Fee--
AUM$1.0B
Minimum--
Clients3,918

FRANKLIN STREET ADVISORS INC.

Fee-OnlyAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #106275
Typical Fee--
AUM$3.9B
Minimum--
Clients1,613

FRAZIER FINANCIAL CONSULTANTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapel Hill, North CarolinaCRD #112897
Typical Fee--
AUM$196M
Minimum--
Clients323

FRONT PORCH FINANCIAL ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #311329
Typical Fee--
AUM$181M
Minimum--
Clients387

FUND DIRECT ADVISORS INC.

Fee-Only, No ConflictsClean Record
Greensboro, North CarolinaCRD #155363
Typical Fee--
AUM$605M
Minimum--
Clients160

GARDEN CITY MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #310518
Typical Fee--
AUM$286M
Minimum--
Clients3

GLOBAL ENDOWMENT MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Charlotte, North CarolinaCRD #157772
Typical Fee--
AUM$12.1B
Minimum--
Clients38

GOUWS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #153812
Typical Fee--
AUM$210M
Minimum--
Clients101

GRAGG FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelby, North CarolinaCRD #110592
Typical Fee--
AUM$215M
Minimum--
Clients475

GRAHAM PARTNERS

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

GRANADA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davidson, North CarolinaCRD #285812
Typical Fee--
AUM$151M
Minimum--
Clients538

GRANVILLE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensboro, North CarolinaCRD #126679
Typical Fee--
AUM$1.1B
Minimum--
Clients83

GREENWAY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charlotte, North CarolinaCRD #290727
Typical Fee--
AUM$185M
Minimum--
Clients1,086

GUARDIAN WEALTH ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Raleigh, North CarolinaCRD #305412
Typical Fee--
AUM$2.1B
Minimum--
Clients1,683

H. L. ORMOND & COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, North CarolinaCRD #313593
Typical Fee--
AUM$360M
Minimum--
Clients1,167
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