North Carolina · 2 advisers
Financial Advisors in High Point, North Carolina
Looking for a financial advisor in High Point, North Carolina? Falists indexes 2 SEC-registered and state-registered investment advisers in High Point — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $183.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$183.4M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in High Point
Ranked by AUM · Fees, team & specialties at a glance
SLEDGE AND COMPANY WEALTH ADVISORS
High Point, NC
AUM
$183.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
336-889-3013
TERRA WEALTH
High Point, NC
AUM
$152.0M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
305-928-3772
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Common questions
- How many financial advisors are in High Point, North Carolina?
- 2 registered investment advisers are listed in our High Point directory, sourced from public SEC filings.
- What types of advisors are in High Point?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in High Point?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.