FRANKLIN STREET ADVISORS INC.
Chapel Hill, NC
AUM
$4.53B
Wealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
919-489-2600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC, CHAPEL HILL
22 advisers found
ETON ADVISORS
Chapel Hill, NC
AUM
$1.89B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
919-442-1550
MORGAN CREEK CAPITAL MANAGEMENT, LLC
Chapel Hill, NC
AUM
$1.79B
Wealth MgmtTrusts & Estates
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-933-4004
DELEGATE ADVISORS, LLC
Chapel Hill, NC
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
919-932-8400
ABSHER WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-283-2340
HAMILTON POINT INVESTMENT ADVISORS, LLC
Chapel Hill, NC
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
(919) 636-3765
ATLANTIC PRIVATE WEALTH, LLC
Chapel Hill, NC
AUM
$894.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-968-2977
OLD PEAK FINANCE
Chapel Hill, NC
AUM
$714.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919 459 8181
WOODWARD FINANCIAL ADVISORS, INC.
Chapel Hill, NC
AUM
$641.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-929-2495
PHOENIX WEALTH ADVISORS INC.
Chapel Hill, NC
AUM
$641.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
919-929-4448
HILLTOP WEALTH ADVISORS, LLC
Chapel Hill, NC
AUM
$635.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(919) 401-1500
AMPHORA WEALTH MANAGEMENT, LLC
Chapel Hill, NC
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(919) 240-6111
FRAZIER FINANCIAL CONSULTANTS, LLC
Chapel Hill, NC
AUM
$196.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
919-929-6940
TARHEEL ADVISORS, LLC
Chapel Hill, NC
AUM
$137.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
984-271-1993
STRUCTURAL SOLUTIONS LLC
Chapel Hill, NC
AUM
$133.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
917-836-0339
MAZE FINANCIAL PLANNING
Chapel Hill, NC
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
919-929-4103
BOLIN CREEK WEALTH ADVISORS LLC
Chapel Hill, NC
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
919-366-7477
NEWCOMB FINANCIAL ADVISORS, LLC
Chapel Hill, NC
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-593-5545
SHERMAN FINANCIAL
Chapel Hill, NC
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges
919-923-2337
SAFE HARBOR FAMILY CAPITAL, LLC
Chapel Hill, NC
AUM
$613.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
919-537-7110
Full profileNo website
CARDINAL WEALTH PARTNERS, LLC
Chapel Hill, NC
AUM
$33.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
919-961-1746
Full profileNo website
TRUSTSTONE WEALTH PARTNERS, LLC
Chapel Hill, NC
AUM
$12.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
980-254-7804
Full profileNo website