IP FINANCIAL ADVISORY SERVICES LLC
Charlotte, NC
AUM
$481.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
112 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
980-326-3335
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
140 advisers found
CROWN WEALTH GROUP LLC
Charlotte, NC
AUM
$437.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(704)360-3995
EASTOVER CAPITAL MANAGEMENT
Charlotte, NC
AUM
$392.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
704-336-6818
DAVIS INVESTMENT PARTNERS, LLC
Charlotte, NC
AUM
$390.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(704) 741-4200
TAGSTONE CAPITAL, INC.
Charlotte, NC
AUM
$368.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
704-533-8900
KANBRICK LLC
Charlotte, NC
AUM
$362.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
872-225-2249
GARDEN CITY MANAGEMENT, LLC
Charlotte, NC
AUM
$343.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
404-383-9233
REICHARD CAPITAL, LLC
Charlotte, NC
AUM
$341.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
704-312-2318
INSIGHT FOLIOS
Charlotte, NC
AUM
$331.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(704) 529-9500
WSC & COMPANY, LLC
Charlotte, NC
AUM
$320.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
704-408-9943
SPARTA WEALTH PARTNERS
Charlotte, NC
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
704-575-1148
WMS ADVISORS, LLC
Charlotte, NC
AUM
$280.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
301-294-7804
WORTH ADVISORS
Charlotte, NC
AUM
$280.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
704-731-0121
MILESTONE INVESTMENTS, INC.
Charlotte, NC
AUM
$277.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-716-2749
MUIRFIELD WEALTH ADVISORS LLC
Charlotte, NC
AUM
$255.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(704) 442-0047
BEACON CAPITAL ADVISORY GROUP
Charlotte, NC
AUM
$223.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
877-801-2322
OCTAGON ASSET MANAGEMENT, LLC
Charlotte, NC
AUM
$221.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 683-8811
GOUWS CAPITAL LLC
Charlotte, NC
AUM
$209.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-944-3233
BROYHILL ASSET MANAGEMENT, LLC
Charlotte, NC
AUM
$204.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
828-610-5360
PORTUS WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$204.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
704-936-0084
IA NETWORK, LLC
Charlotte, NC
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-272-1211
GREENWAY WEALTH ADVISORS, LLC
Charlotte, NC
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
704-981-1228
CLEARVIEW WEALTH MANAGEMENT
Charlotte, NC
AUM
$182.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-837-4317
CANNON ADVISORS
Charlotte, NC
AUM
$181.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
704-820-8393