COLTON GROOME FINANCIAL ADVISORS, LLC
Asheville, NC
AUM
$724.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
828-252-1816
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
16 advisers found
ACT ADVISORS
Asheville, NC
AUM
$498.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(828) 398-2802
GRAHAM PARTNERS
Asheville, NC
AUM
$492.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-808-7430
ALTAMONT CAPITAL MANAGEMENT
Asheville, NC
AUM
$412.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
828-236-0610
JOEL ADAMS AND ASSOCIATES INC.
Asheville, NC
AUM
$305.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(828) 251-9700
MILLBANK DARTMOOR PORTSMOUTH LLC
Asheville, NC
AUM
$263.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
828-499-7222
HORIZONS WEALTH MANAGEMENT
Asheville, NC
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
828-337-9395
HOLCOMBE & MCGRATH
Asheville, NC
AUM
$155.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
828-252-8228
SHINING ROCK ADVISORS LLC
Asheville, NC
AUM
$153.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
828-380-0071
WHITE OAK FINANCIAL MANAGEMENT, INC
Asheville, NC
AUM
$143.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
828-274-7844
WELLS FINANCIAL MANAGEMENT, LLC
Asheville, NC
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
828-252-4144
WESSEL INVESTMENT COUNSEL, L.L.C.
Asheville, NC
AUM
$108.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
828-232-2000
US FINANCIAL PLANNERS, LLC
Asheville, NC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
980-286-1170
CORNERSTONE ADVISORS, LLC
Asheville, NC
AUM
$3.04B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
828-210-8184
Full profileNo website
AGILE INVESTMENTS
Asheville, NC
AUM
$24.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-260-3845
Full profileNo website