VERATIS ADVISORS, INC.
Cary, NC
AUM
$5.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-460-8875
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC, CARY
16 advisers found
WEALTHSHIELD PARTNERS, LLC
Cary, NC
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
919-948-4453
RALEIGH CAPITAL MANAGEMENT INC.
Cary, NC
AUM
$397.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
919-852-1215
AUM
$174.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
919-379-9000
AUM
$119.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-851-5512
REALM INVESTMENT CONSULTING LLC
Cary, NC
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(919) 280-8600
TACKETT WEALTH MANAGEMENT, LLC
Cary, NC
AUM
$66.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-650-6393
CAROLINA WEALTH STRATEGIES, LLC
Cary, NC
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(919) 654-4599
ENDURANCE FINANCIAL LLC
Cary, NC
AUM
$34.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
919-650-3928
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
919-777-8481
ARTIFEX ADVISORY GROUP, INC.
Cary, NC
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-276-1377
BRODIE WEALTH MANAGEMENT
Cary, NC
AUM
$379K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-749-3908
EUSTACE ADVISORS
Cary, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
910-377-5021
INDEPENDENT WEALTH ADVISORS, LLC
Cary, NC
AUM
$195.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-749-7596
Full profileNo website
WYATT FINANCIAL L.L.C.
Cary, NC
AUM
$42.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
919-622-2980
Full profileNo website
CARY FINANCIAL PLANNING, LLC
Cary, NC
AUM
$26.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-694-6945
Full profileNo website