TRUEBRIDGE CAPITAL PARTNERS
Chapel Hill, NC
AUM
$11.24B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-442-5201
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NC, CHAPEL HILL
24 advisers found
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
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
CAROLINA FINANCIAL ADVISORY, INC.
Chapel Hill, NC
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Fixed fees; Commissions
919-929-0268
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