North Carolina · 386 firms
Trust & Estate Advisors in North Carolina
Advisers working with trusts, estates, and charitable organizations. Browse 386 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
Trusts & Estates 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
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
ALIGHT FINANCIAL ADVISORS, LLC
Charlotte, NC
AUM
$35.05B
Team
60 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-560-7256
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
GLOBAL ENDOWMENT MANAGEMENT, LP
Charlotte, NC
AUM
$12.88B
Team
23 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
704-333-8282
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
FRANKLIN STREET ADVISORS INC.
Chapel Hill, NC
AUM
$4.53B
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
919-489-2600
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
BILTMORE FAMILY OFFICE, LLC
Charlotte, NC
AUM
$3.47B
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-248-5230
COLONY FAMILY OFFICES, LLC
Charlotte, NC
AUM
$3.36B
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
704-285-7300
NEW REPUBLIC PARTNERS
Charlotte, NC
AUM
$3.03B
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
704-626-1526
SMITH SALLEY WEALTH MANAGEMENT
Greensboro, NC
AUM
$2.89B
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
336-379-7556
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
FIRST CITIZENS INVESTOR SERVICES, INC.
Raleigh, NC
AUM
$2.63B
Team
164 advisors
Clients
More than 500
Fees
Percentage of AUM
800-229-0205
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
NOVARE CAPITAL MANAGEMENT
Charlotte, NC
AUM
$1.92B
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM
704-334-3698
ETON ADVISORS
Chapel Hill, NC
AUM
$1.89B
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
919-442-1550
WESTEND ADVISORS, LLC
Charlotte, NC
AUM
$1.87B
Team
7 advisors
Clients
—
Fees
Percentage of AUM
704-556-9300
528 total advisers in North Carolina. Browse all North Carolina advisors