North Carolina · 181 firms
Retirement Advisors in North Carolina
Firms serving pension plans, 401(k)s, and retirement accounts. Browse 181 advisers in North Carolina matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Retirement Planning firms in North Carolina
CAPTRUST
Raleigh, NC
AUM
$1.24T
Team
885 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
919-870-6822
ALLSPRING GLOBAL INVESTMENTS, LLC
Charlotte, NC
AUM
$475.78B
Team
301 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
1-833-289-5038
BARINGS LLC
Charlotte, NC
AUM
$392.75B
Team
465 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704-805-7200
ALLSPRING FUNDS MANAGEMENT, LLC
Charlotte, NC
AUM
$324.65B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
833-289-5038
STERLING CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$69.23B
Team
64 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-927-4175
INDEPENDENT ADVISOR ALLIANCE, LLC
Charlotte, NC
AUM
$17.23B
Team
247 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.430.1555
WEDGE CAPITAL MANAGEMENT LLP
Charlotte, NC
AUM
$7.75B
Team
21 advisors
Clients
0
Fees
Percentage of AUM
704-334-6475
VERATIS ADVISORS, INC.
Cary, NC
AUM
$5.99B
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-460-8875
BRAGG FINANCIAL ADVISORS INC
Charlotte, NC
AUM
$4.67B
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-377-0261
SALEM INVESTMENT COUNSELORS INC
Winston Salem, NC
AUM
$4.19B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
336-768-7230
GUARDIAN WEALTH ADVISORS, LLC
Raleigh, NC
AUM
$2.74B
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-249-1810
ALPHASTAR CAPITAL MANAGEMENT
Cornelius, NC
AUM
$2.50B
Team
130 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
855-340-2514
CORNERSTONE WEALTH
Huntersville, NC
AUM
$2.49B
Team
50 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-987-3410
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Raleigh, NC
AUM
$2.39B
Team
87 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-831-2370
AUM
$1.99B
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-401-3500
NOVARE CAPITAL MANAGEMENT
Charlotte, NC
AUM
$1.92B
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM
704-334-3698
WESTEND ADVISORS, LLC
Charlotte, NC
AUM
$1.87B
Team
7 advisors
Clients
—
Fees
Percentage of AUM
704-556-9300
LINDEN THOMAS ADVISORY SERVICES, LLC
Charlotte, NC
AUM
$1.77B
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(704) 554-8150
FINANCIAL SYMMETRY INC.
Raleigh, NC
AUM
$1.54B
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
919-851-8200
MBL ADVISORS
Charlotte, NC
AUM
$1.42B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-333-8461
SHEETS SMITH WEALTH MANAGEMENT
Winston Salem, NC
AUM
$1.37B
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
336-765-2020
LIVE OAK PRIVATE WEALTH, LLC
Wilmington, NC
AUM
$1.32B
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(844) 469-5679
WEALTHSHIELD PARTNERS, LLC
Cary, NC
AUM
$1.27B
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-948-4453
ABSHER WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$1.26B
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-283-2340
528 total advisers in North Carolina. Browse all North Carolina advisors